Elderlawanswers.com recently published an article discussing the importance of speaking to professionals as a marketing tool. Specifically, they advice discussing with financial planners, accountants, and others who work with seniors as a way to market elder law services. The article...
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Robert Rubin, former secretary of the US Treasury and co-chairman of the Council on Foreign Relations, and Julian Robertson, chairman of Tiger Management LLC, published an article for the Wall Street Journal entitled: Bring Back the Estate Tax Now. Rubin...
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The Wealth Strategies Journal has published a new article entitled "Business Succession Planning With the Four Levels of Ownership and Control" by Gregory Monday of Foley & Lardner LLP....
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The Aspen Family Business Group has released its latest monthly newsletter. This issue provides guidance on how to properly navigate Buy Sell Agreements "documents the terms and conditions for a sale of business interests under given triggering events" like death...
The Franklin News Post of Rock Mountain, Virginia has published an article that addresses the estate tax debate and its effect on small businesses and family farms. The article suggests that the 55% rate scheduled to return at the beginning...
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In a recent newsletter, CCH, a tax services conglomerate, highlighted a decision by the Tax Court that the California-based Foundation of Human Understanding is not a religious organization "because its associational activities were incidental to its primary functions of writing,...
The Wealth Strategies Journal has posted a new article entitled Part IV: An Introduction to Lesser Known But Useful Trusts by Wendy Goffe of Graham & Dunn. This is the fourth in a six-part series by Ms. Goffe.Part IV includes...
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The American Bar Association Section of Real Property, Trust & Estate Law will be hosting a 90-minute teleconference & audio webcast on September 14, 2010 entitled: Pulling Back the Curtain: Dealing with Oft-overlooked State Death Taxes Click here...
Citybizlist.com reports that two candidates for the United States Senate in Maryland have signed a pledge to repeal the estate tax. Specifically, the article notes that candidates Dr. Eric Wargotz and Jim Rutledge have signed the pledge. Please click...
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Mark Klimek published an article in the Wall Street Journal. Klimek discusses why it may be important to consider certain estate planning strategies even when the future needs are uncertain. Please click here to read the article. Posted...
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McGuire Woods LLP and Fiduciary Education Center, LLC are hosting a conference regarding issues facing corporate fiduciaries. The conference will be held on Thursday, October 21, 2010 at the Mid-America Club in Chicago. The cost is $150 per attendee. More...
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In Private Letter Ruling 201034008 and 201034009, the IRS granted a decedent and his widow an extension to allocate their generation-skipping transfer tax (GSTT) exemption to transfers to two trusts. Also, in Private Letter Ruling 201034013, the IRS granted an individual an...
Ike Z. Devji has published an article entitled, "Asset Protection 101 for Physicians." The article addresses ways for doctors to protect their wealth from litigation and other possible pitfalls. Please click here to read the entire article. Posted by Shahzeb Gaziani,...
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Nancy Mann Jackson has published an article on bankrate.com entitled, "All About Your Employee Stock Ownership Plan." Jackson highlights a Georgetown University study that finds companies that offer stock ownership plans fare better in recessionary economic conditions than those that...
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Paul Sullivan has published an article in the New York Times discussing the tax benefits of giving a gift this year instead of having to incur the potential of a greater estate tax in the coming years. Please click here to...
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