Stairway to Estate Planning HeavenBy: Martin M. Shenkman, CPA, MBA, JDSummary: Led Zeppelin's classic hit has remained popular with boomers as a paradigm for their estate planning. Rung by rung you can improve your tax and asset protection benefits by...
Estate Planning +Taxation: November 2011 Archives
Resurrecting the $20-Million Estate: Don't Forget About the BDIT!By: Robert L. Moshman, Esq.Estates in the $10-million to $20-million range need to start planning immediately. Two limousines pull up alongside each other. The passengers roll down their windows. A bottle is exchanged. Is it Dom...
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Avoiding a GSTT Asteroid FN1Revisiting a Dangerous Adversary: The Generation Skipping Transfer TaxBy: Robert L. Moshman, Esq."It hit with the force of 10,000 nuclear weapons. A trillion tons of dirt and rock hurtled into the atmosphere, creating a suffocating blanket of dust the...
How to Review a Commercial Real Estate Appraisal Report: How Can an Attorney Ascertain the Merit of An Appraisal?Christopher P. Casey: Before even discussing the appraisal report, perhaps we should address the merit of the appraiser performing the work?...