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This page is a archive of entries in the Estate Planning +Taxation category from February 2010.

Estate Planning +Taxation: January 2010 is the previous archive.

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Estate Planning +Taxation: February 2010 Archives

Practical Planner: Grantor Trusts - All that Glitters Is Not Gold


by Martin M. ShenkmanSummary: If a trust is treated as owned by the person setting it up ("grantor") for income tax purposes, good tax results follow. The grantor can pay income tax on trust earning allowing tax free growth of...

Continue reading "Practical Planner: Grantor Trusts - All that Glitters Is Not Gold"

by Charles K. Kolstad, Jessica R. Lubar and Bradford S. Cohen      Holders of offshore bank accounts, along with their accountants and tax advisors, should be aware of recent proposals which could significantly change their reporting obligations, increasing both the disclosed information and the penalties for...

Continue reading "2011 Budget Greatly Expands Reporting Requirements and Penalties for Holders of Offshore Bank Accounts"