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Searching Content indexed under Inheritance Tax by Mitchell Gaswirth ordered by Published Date Descending.
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Date
1
Personal Planning Strategies - December 2018
The estate and gift tax regimes have been permanent and unified since the passage of The American Taxpayer Relief Act of 2012 (the "2012 Act").
United States
29 Nov 2018
2
The New Estate Tax Law – Here Today, Gone Tomorrow
On December 22, 2017, the Tax Cuts and Jobs Act (the "Act") was signed into law. The Act implements a variety of significant tax reforms. Pertinent to estate, gift ...
United States
21 Feb 2018
3
Wealth Management Update - December 2017
These same rates are used in connection with sales to defective grantor trusts.
United States
13 Dec 2017
4
Personal Planning Strategies - December 2017
It should be noted that while the estate tax exemption is portable among spouses at death, the GST tax exemption is not portable.
United States
17 Nov 2017
5
Wealth Management Update - September 2017
The September § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 2.4%, the same as in August.
United States
5 Sep 2017
6
Personal Planning Strategies - December 2016
It should be noted that while the estate tax exemption is portable among spouses at death, the GST tax exemption is not portable.
United States
9 Dec 2016
7
Personal Planning Strategies - August 2016
Low interest rates can create wealth transfer opportunities. For various wealth transfer techniques, the IRS assumes that a certain minimum interest rate is in effect, known as the applicable federal rate...
United States
2 Aug 2016
8
Wealth Management Update (December 2015)
The December § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 2.0%, which is the same as November's rate.
United States
6 Dec 2015
9
Wealth Management Update - September 2015
The September § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 2.2%, which is the same as last month.
United States
17 Sep 2015
10
Personal Planning Strategies - July 2015
Another significant change in the law involves certain gifts made during a decedent's lifetime.
United States
21 Jul 2015
11
Wealth Management Update - June 2015
The June § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 2%, up 0.2% from May.
United States
11 Jun 2015
12
Wealth Management Update - May 2015
The May § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 1.8%, which is a slight decrease from April's rate of 2.0% and remains the same as March's rate of 1.8%.
United States
8 May 2015
13
Wealth Management Update (April 2015)
Obama Administration Announces Revenue Proposals
United States
22 Apr 2015
14
Wealth Management Update - December 2014
The December Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 2.0%, down 0.2% from November.
United States
2 Dec 2014
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