Videos - 15 min
Annual Exclusion Gifts
Power of annual gifts Failure to comply with terms Tax consequences ...
"Read More"Power of annual gifts Failure to comply with terms Tax consequences ...
"Read More"Spouses ownership Asset protection benefits Community Property Laws Dividing Assets...
"Read More"A trust is a "grantor trust" for income purposes to the extent that under the rules articulated in subpart E (section 671 through 679) of part 1 of subchapter J and chapter 1 of the Internal Revenue Code of 198...
"Read More"Trusts: Planning and Drafting for Divorce. In an equitable distribution jurisdiction, the court may fashion a remedy it deems appropriate for the circumstances of the parties. Even if you say all the assets of ...
"Read More"Planning now in light of Van Hollen’s STEP proposal, the Sanders’ proposal, various income tax proposals, and President Biden’s comments. Inter-relationship of income tax changes, Sanders and Van Hollen i...
"Read More"The TCJA doubled the Basic Exclusion Amount and GST exemption in 2018-2025 ($10,000,000 in 2011 dollars) In 2026 the exemptions revert to pre-TCJA law (5,000,000 in 2011 dollars) Give the success of Democrats i...
"Read More"Every estate includes tangible personal property: cash, clothes, jewelry, furnishings, vehicles, pets, artwork, gold, alcohol, boats, electronics, cars, wine, guns, etc. Challenges you may face are as varied as...
"Read More"○ Most gifts to charities are in the form of cash or marketable securities. ○ Gifts of illiquid assets are a creative way to make large contributions with amazing benefits for the charity and donor. ○ Gif...
"Read More"In this podcast Amber Gunn, Trust Officer for Peak Trust Company, talks with Janet Temple, a Senior Trust Officer at Peak Trust, on Irrevocable Life Insurance Trust (ILIT) Fundamentals and Benefits. Below are h...
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