Bob Moshman

By Robert L. Moshman, Esq.And now for something completely different. A super-charged multi-tasking trust that utilizes readily available techniques and turns them into a totally innovative and effective arrangement. Estate-planning iconoclast Richard ... Read More

By Robert Moshman, Esq.   Plateau or Pinnacle? Estate tax professionals, welcome to 2009, the promised land! We have made it through nearly the entire estate tax repeal phase-in from 2001 through 2009, the pinnacle of estate tax repeal.Is this... Read More

By Bob Moshman, Esq. Many well known people departed in 2008 and though they will not walk this way again, their words live on and shall be remembered."The four most dangerous words in investing are 'This time it's different.'"  --Sir John... Read More

By Robert L. Moshman Esq. The Helmsley Dog Trusts: When Leona Helmsley passed away at age 87 in 2007, headlines focused on a large bequest to a small dog. The real estate heiress, also known as "The Queen of Mean,"... Read More

By Robert L. Moshman, Esq.Whooosh! Another year has rushed by (except for the months when it dragged on, such as during an endless election, or when oil prices were heading toward $150 per barrel, or when staggering stock market losses... Read More

By Robert L. MoshmanCharles Ponzi is experiencing a renaissance of interest lately thanks to the exploits of Bernard Madoff. In December, 2008, Madoff was accused of losing $50 billion of investments for his clients utilizing a Ponzi or pyramid scheme.... Read More

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By Robert L. Moshman, Esq.You know that tax that we used to impose on estates? The one that we repealed in 2001 but which we kept imposing for nine years? The same tax that no one really believed would be... Read More

By Robert L. Moshman, Esq.TEMPORARY RULES & TAX BREAKSThere are several tax breaks and financial rules with deadlines that will expire.FDIC INSURANCE LIMITS: Depositors should be wary of taking FDIC insurance coverage at $250,000 for granted. That ... Read More

By Robert L. Moshman, Esq."We have nothing to fear, except fear itself. -Franklin Delano Roosevelt These are fearful times in which we plan. Set phasers to "stun" as we assemble a landing party and beam down to planet Earth to assess... Read More

By Robert L. Moshman, Esq. In difficult financial times like these some pithy words of wisdom make more sense than ever. The Great Bard on Money  "Neither a borrower nor a lender be; For loan oft loses both itself and... Read More

By Robert L. Moshman, Esq.   There may be 10 million American estates of about $1 million. Yet without ongoing earned income of their owners, most of these estates are in jeopardy of not reaching the next generation of heirs... Read More

By Robert L. Moshman, Esq.Attention all state havens for income and transfer taxation (this means you Alaska, South Dakota, and Wyoming), prepare to be jealous of the latest state advantage in the effort to be the most taxpayer friendly haven... Read More

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The Wealth Strategies Journal has just published a new article titled "Avoiding Estate Planning Malpractice" by Robert Moshman.... Read More

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... Read More

The Wealth Strategies Journal has posted a new article entitled "A Billionaire's Free Pass" by Bob Moshman.You may find the article by clicking here.... Read More

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The Wealth Strategies Journal has posted a new article entitled "A Kafkaesque Estate and Bracing for the 2011 Tax Uncuts" by Estate Analyst columnist, Robert Moshman.Please find the article by clicking here. ... Read More

The Unfortunate $20-Million Estate  When Things Go WrongBy Robert L. Moshman, Esq.If it wasn't for bad luck,I wouldn't have no luck at all.  --"Born Under a Bad Sign," by Booker T. Jones / William BellA sobering reality is confronting many... Read More

The Wealth Strategies Journal has posted a new article entitled "Estate Analyst: The Unfortunate $20-Million Estate" by Estate Analyst columnist, Robert Moshman.Please find the article by clicking here.... Read More

Robert L. Moshman (attorney, New York & New Jersey) recently published his article entitled A Kafkaesque Estate and Bracing for the 2011 Tax Uncuts, The Estate Analyst (Sept. 9, 2010). The introduction is below:If Franz Kafka were writing... Read More

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 w... Read More

The Wealth Strategies Journal has posted a new article entitled "Estate Analyst: Resurrecting the $20 Million Estate" by Estate Analyst columnist, Robert Moshman.Please find the article by clicking here.... Read More

2010 in Review: The Year of the Ginormous LoopholePlus: The New Estate Tax Law ArrivesAnd: Inglorious, Ignoble, and Ignominious EstatesBy Robert L. Moshman, Esq.Almost every estate plan in the United States needs to be rewritten&nbs... Read More

Estate and Gift Taxes Reunited, Estate Planning for 2011& Voices of 2010By: Robert L. Moshman, Esq."Reunited and it feels so goodReunited 'cause we understoodThere's one perfect fitAnd, sugar, this one is itWe both are so excited 'Cause we're reuni... Read More

The Wealth Strategies Journal has published a new article entitled, "Estate Analyst: Estate and Gift Taxes Reunited," by Robert L. Moshman, Esq.You may find the article by clicking here.... Read More

The Wealth Strategies Journal has published four articles in February 2011:ILIT Trustees: Bridge Out Ahead... Lock in Your Navigation System Now     By: Melvin A. Warshaw of Financial Architects Partners, LLCProjected Long-Term Vola... Read More

The Perils of PortabilityRobert L. Moshman, Esq.I don't keep much stuff aroundI value my portabilitybut I will say that I have savedevery letter you ever wrote to me--"Soft Shoulder" by Ani DiFranco Portability of a decedent's estate tax exclusion... Read More

The Wealth Strategies Journal has posted a new article entitled "Estate Analyst: The Perils of Portability," by Robert L. Moshman, Esq.Mr. Moshman discusses the portability of the estate tax exclusion amount for a surviving spouse and the danger ... Read More

The Wealth Strategies Journal has posted eight great articles in the month of March. We hope you enjoy their depth and insight. Tax Relief Act Extends IRA Owners' Opportunity to Make Tax-Advantaged Direct Gifts to Charity     By Ri... Read More

Evil Estates Deconstructed The Search for Osama bin Laden's WealthBy: Robert L. Moshman, Esq.God judged it better to bring good out of evil than to suffer no evil to exist. --Saint Augustine There is evil among us. Monster... Read More

The Wealth Strategies Journal has published a new article entitled, "Estate Analyst: Evil Estates Deconstructed," By: Robert L. Moshman, Esq.In this article, Mr. Moshman discusses the possible implications of estate planning for criminal con... Read More

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The Wealth Strategies Journal has posted a new article entitled "Surviving the Great Consternation: Investing and Elder Care in the Age of Recession," by Robert Moshman, Esq.From the article:In summary: Our nation is grappling with economic woes, layof... Read More

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,... Read More

The Wealth Strategies Journal has posted a new article entitled, "Avoiding a GSTT Asteroid," by Robert Moshman, Esq.Article excerpt:"The odds that an estate will run afoul of the generation skipping transfer tax (GSTT) may be rather slim nowadays, but... Read More

Excellent thread, I saw this really great thread today and I wanted to link to it. Thanks again for taking the time to post. Read More

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 passeng... Read More

The Wealth Strategies Journal has posted a new article entitled, "Resurrecting the $20-Million Estate: Don't Forget About the BDIT!" by Robert Moshman, Esq.From the article: "Two limousines pull up alongside each other. The passengers roll down their ... Read More

The Year in ReviewAlacritously extricating ourselves from an excruciating 2011  By Robert L. Moshman, Esq."Great ideology creates great times."--Kim Jong Il (1941-2011) The past year, 2011, was undoubtedly commendable in many respects that w... Read More

The Wealth Strategies Journal has posted a new article entitle "2011 in Review"  by Robert Moshman, Esq.From the article: "The past year, 2011, was undoubtedly commendable in many respects that will become evident to historians someday.... Read More