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Searching Content indexed under Inheritance Tax by Day Pitney LLP ordered by Published Date Descending.
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1
Estate Planning Update - December 2017
The following is a summary of some estate planning developments and opportunities that may be of interest to you.
United States
28 Dec 2017
2
Election Update: Federal Estate Tax Repeal On The Horizon?
The Republican sweep of the presidency and both houses of Congress has led to increased speculation about the possible repeal of the federal estate, gift and generation-skipping transfer (GST) taxes.
United States
13 Dec 2016
3
State Estate Tax Developments And Impact Of Potential Federal Repeal
New Jersey has repealed its estate tax, increasing the New Jersey exemption to $2 million in 2017 and eliminating the tax entirely for decedents dying in 2018 or later.
United States
13 Dec 2016
4
2017 Inflation Adjustments
Each year, certain federal estate, gift and generation-skipping transfer (GST) tax figures are subject to inflation adjustments.
United States
13 Dec 2016
5
Family Business Planning In Light Of Proposed Regulations Under Section 2704
The IRS recently issued proposed regulations under Internal Revenue Code Section 2704 that, if finalized, would curtail or eliminate valuation discounts for gift and estate tax purposes.
United States
3 Oct 2016
6
Massachusetts Court Ruling Reveals Estate Tax Constitutional Issue
David Silvian wrote an article, "Massachusetts Court Ruling Reveals Estate Tax Constitutional Issue," for Trusts & Estates.
United States
9 Sep 2016
7
Estate Planning Update July 2016 - Tax Scams Are On The Rise
Reports of scam phone calls by people impersonating IRS agents or other officials are increasing.
United States
20 Jul 2016
8
Estate Planning Update July 2016 - Give Directly To Charities From Your IRA
Individual Retirement Accounts (IRAs) and other retirement plans often make great vehicles for implementing charitable intentions.
United States
20 Jul 2016
9
Estate Planning Update July 2016 - Moving To A New State?
Many of our clients move to new states each year – for a new climate, for a new job, to be closer to friends or relatives.
United States
15 Jul 2016
10
A Guide To Estate Planning
The goal of estate planning is to direct the transfer and management of your property in a way that makes the most sense for you and your family.
United States
26 Jan 2016
11
U.S. Tax Planning For Non-U.S. Persons And Trusts: An Introductory Outline
New York Individual Clients partner Warren Whitaker recently released the 2016 edition of U.S. Tax Planning for Non-U.S. Persons and Trusts: An Introductory Outline.
United States
21 Jan 2016
12
2016 Inflation Adjustments
For 2016, the annual exclusion amount for gifts remains at $14,000. The estate, gift and GST tax exemption amount for estates of decedents dying in 2016 and gifts made in 2016 is increased to $5.45 million.
United States
16 Dec 2015
13
What To Expect When You're Expecting
Dina Kapur Sanna wrote about recently issued proposed regulations for the Trust & Estates Magazine, e-newsletter: "IRS Issues Proposed Regs Taxing Gifts and Bequests From Covered Expatriates."
United States
7 Nov 2015
14
Estate Planning Update - July 2014
We continue to believe that passing property in trust for both a surviving spouse and descendants offers the most benefit to your family.
United States
31 Jul 2014
15
Strategies To Take Advantage Of 2012 Estate Planning (Estate Planning Update - July 2012)
The window of opportunity to make large gifts in a tax-efficient manner is scheduled to close at the end of this year.
United States
19 Jul 2012
16
T&E Litigation Update: McEachern v. Budnick, Bank Of America v. Center For Human Development, Lombardi v. Director Of The Office Of Medicaid
First, in McEachern v. Budnick, 81 Mass. App. Ct. 511 (April 2, 2012), the Appeals Court addressed the question of what constitutes valid "delivery" of a trust amendment to make it effective.
United States
24 Apr 2012
17
T&E Litigation Update: Berkowitz v. Berkowitz
In "Berkowitz v. Berkowitz", Civil Action No. 11-10483-DJC, 2012 U.S. Dist. LEXIS 31487 (D. Mass. March 9, 2012), the U.S. District Court denied a motion to dismiss a complaint alleging breach of an oral trust.
United States
18 Apr 2012
18
T&E Litigation Update: Howes v. Riordan
In Howes v. Riordan, Case No. 11-P-596, 2012 Mass. App. Unpub. LEXIS 220 (Feb. 28, 2012), a decision issued pursuant to Rule 1:28, the Appeals Court affirmed the allowance of a motion to strike an affidavit of objections.
United States
18 Apr 2012
19
Updated SEC Guidance On The Family Office Exclusion
Family offices are entities established by wealthy families to manage their wealth, plan for their families' financial future, engage in investment opportunities and provide other services to family members.
United States
18 Apr 2012
20
Estate Planning Update - December 2011
The rumors that circulated in November that the Joint Select Committee on Deficit Reduction (the "Super Committee") would propose significant changes to the federal estate, gift and generation-skipping transfer ("GST") tax laws proved to be unfounded, as the November 23 deadline for the Super Committee passed with no action taken.
United States
17 Jan 2012
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