Results for "estate planning"

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Charitable tax planning key to reducing liabilities

October 31, 2010

When clients ask Yale Levey to forecast how the tax code might change next year, his answer is invariably the same: “I have absolutely no idea.” At which point, the founder and managing principal of Next Generation Wealth Planning LLC usually...

Take advantage of strategies to minimize estate tax

October 31, 2010

Looking back on a year that has been perhaps the most unusual in her 30 years of counseling wealthy clients in the area of trusts and estates, Gail Cohen, vice chairman and general trust counsel at Fiduciary Trust Company International, has...

Artificial insemination a real headache for estate planners

October 19, 2010

When Heidi Sanders, 31, was facing cervical cancer in July 2008 she was concerned she wouldn't be able to have children in the future, so she had 15 of her eggs and 14 embryos frozen. “It was a huge source of comfort for me while I was going...

Estate tax limbo is keeping lawyers busy

October 10, 2010

With fewer than a dozen weeks remaining until the end of the year, estate attorneys are scrambling to make sure that ultrarich families who have lost a family member this year make the most of 2010's unusual estate tax lapse. “It's like there's...

Gifting on the rise as rich look to duck 55% estate tax

October 8, 2010

The 84-year-old widow gathered her children at the Chicago offices of the law firm McDermott Will & Emery LLP and told them they were going to get a special Christmas gift this year: half of her $20 million fortune. The decision to pass on her...

Retroactive estate tax for 2010 unlikely, economist Young says

August 22, 2010

The longer that Congress drags out setting an estate tax rate and exemption level, the less likely it is to impose a retroactive tax for 2010, according to an economist with a leading agricultural organization. The estate tax expired this year...

Financial advisers sculpt rare opportunities from clients' collectibles

August 8, 2010

Your wealthy 85-year-old client has spent his life assembling a multimillion-dollar collection of rare objets d'art. He's also got a wine cellar full of Chateau Mouton Rothschild and a set of rare pool cues. He wants your help deciding what...

Where will the needle land on the estate tax?

August 8, 2010

There is plenty of uncertainty surrounding the estate tax. In fact, the only sure thing is that Congress will punt the issue to next month — or perhaps beyond the fall elections. Nevertheless, a rough picture of what will happen is starting...

Congress likely to punt on estate tax until fall – or later

July 28, 2010

As Congress heads toward its summer recess, it looks unlikely that legislators will make progress until September — or perhaps even after the midterm election in November — on the estate tax. “The Senate is probably going to limp into...

Steinbrenner's death raises estate tax issue

July 13, 2010

Even in death, George Steinbrenner went out a winner. The late New York Yankee owner, who died on Tuesday of a heart attack, left an estate estimated to be worth $1.15 billion, consisting primarily of his share of the Yankees' YES broadcasting...

New York’s top court says estates can bring malpractice suits

June 29, 2010

Overturning state law, New York’s highest court this month ruled that estates and beneficiaries can sue estate-planning attorneys for malpractice. “The decision is going to change the whole dynamic between estate-planning attorneys and the...

Coleman's death highlights problems with multiple wills

June 13, 2010

The battle over pint-size actor Gary Coleman's estate underscores the importance of a clear, coherent will — and the pitfalls of having more than one will in existence. When he died at 42 on May 28 after suffering a brain hemorrhage, it became...

Ugly battle over Gary Coleman's remains provides a lesson for advisers

June 7, 2010

Just days after 1970s and '80s child star Gary Coleman's death, his parents and ex-wife have began feuding over his remains and where he should be buried. Experts say the dispute over the will and estate should be yet another reminder for advisers...

Barron's estate sale: What $55M will get you

May 12, 2010

For decades, "The Oaks" was the oceanside playground of the Barrons and the Bancrofts, heirs to the Dow Jones and Wall Street Journal fortunes. Today, the 20,000-square-foot mansion with 45 rooms and surrounding properties went on sale with...

Court issues landmark tax ruling on 'payable by death' accounts

May 4, 2010

Personal estates — not those who inherit money from them — are responsible for paying state and federal estate taxes, the Wisconsin Supreme Court ruled Tuesday. The decision is important to anyone who receives the proceeds of "payable on...

Wealthy might have to kiss their GRATs goodbye

April 4, 2010

Grantor-retained annuity trusts, one of the most powerful and tax efficient wealth transfer tools, could be a lot less attractive for wealthy investors in the future. A provision in the Small Business and Infrastructure Jobs Tax Act of 2010,...

Anna Nicole Smith loses $300M estate battle

March 19, 2010

A federal appeals court says Anna Nicole Smith's estate will receive none of the more than $300 million that she claimed her late billionaire husband had promised her. The 9th U.S. Circuit Court of Appeals is the latest stop in the 15-year legal...

Estate tax expiration another blow to reeling charities

February 28, 2010

Charities are getting increasingly nervous that the repeal of the estate tax may mean fewer donations this year from wealthy investors who opt instead to leave their estates to their families. The estate tax expired Jan. 1 but is slated to be...

Wash. State floats 'shocking' changes to estate tax

February 21, 2010

A bill has been introduced in the Washington state legislature that would double estate taxes for residents. Currently, there is a $2 million exemption in that state, with a 10% tax that climbs to 19% at $9 million and above. Under the proposed...

Washington state proposes 'shocking' estate tax changes

February 16, 2010

The Washington state Legislature has proposed a bill that would double the estate taxes for residents. Currently, there is a $2 million exemption in that state, with a 10% tax that climbs up to 19% at $9 million and above. Under the proposed...

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