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This page is a archive of entries in the Estate Planning +Taxation category from July 2011.

Estate Planning +Taxation: June 2011 is the previous archive.

Estate Planning +Taxation: August 2011 is the next archive.

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Estate Planning +Taxation: July 2011 Archives

Annuities: The Advisor's Conundrum

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ANNUITIES:  The Advisor's ConundrumWhen you come to a fork in the road, take it.                           -  Yogi BerraBy: David F. Sterling, JDEditor's Note: This is the first in...

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Premarital Agreements: Validity Is Not Enough

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PREMARITAL AGREEMENTS: Validity Is Not Enough    By: Linda J. Ravdin of Pasternak & Fidis A premarital agreement is a contract between two persons who intend to marry that determines their financial rights at the end of the marriage by death or...

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I DIG IT Divorce

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I DIG IT DivorceBy: Martin M. Shenkman, CPA, MBA, JDIntroductionIDIGT (pronounced: "I dig it") is another wonderful tax acronym for an Intentionally Defective Irrevocable Grantor Trust. Selling assets to an irrevocable trust has become the fav leisure activity of the...

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Ode to the Trust - 1st Sonata

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Ode to the Trust - 1st SonataBy: Martin M. Shenkman, CPA, MBA, JDEditor's Note: This is the first in a two-part article by Mr. Shenkman on the management of trusts. The second part will be published in one week.Summary: So...

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