Note from the Editor: This is the first in a seven-part series from Ms. Wendy Goffe concerning miscellaneous and unusual trusts that can be encountered in estate planning. She has already posted an article on Wealth Strategies, Gun Trusts in...
Continue reading "Part I: An Introduction to Lesser Known But Useful Trusts"
By: Espen Robak, Pluris Valuation Advisors In Estate of Hilde E. Erickson, TCM 2007-207 (April 30, 2007), the IRS determined a $734,599 Federal gift tax and a $718,320 Federal estate tax deficiency of the estate of Mrs. Hilde E....
Continue reading "Another "Bad Facts" Victory For The IRS In Estate of Erickson"
Also: Michael Jackson's Estate Revisited and Other Celebrity Estates By Robert L. Moshman, Esq. "Ready? 1,2,3,4 This is it, Here I stand I'm the light of the world I'll feel grand Got this love, I can feel And...
Continue reading "Estate Analyst: A Billionaire's Free Pass"
Evan UnzelmanIn September, we authored Selling a CRT Income Interest, in which we described the growing market for income interests in Charitable Remainder Trusts (CRTs). The article discusses how to value CRTs, why income beneficiaries are selling, why buyers are...
By: Martin M. Shenkman, CPA, MBA, PFS, JD Introduction to Planning Through Economic Turmoil ◙ Introduction The markets are in turmoil. Daily Dow movements make Cedar Point roller coasters look tame. The remake of the movie "Fast and Furious" will...
The Path Of Altruism: A Reflection On The Nature Of A Gift James E. Hughes, Jr., Esq. As I write this, America is approaching Christmas 2006. All over the country, attorneys and accountants are reminding their clients that it...
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