Results for "estate planning"

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Estate tax critics gird for fight over business valuations

June 7, 2009

Opponents of the estate tax are preparing to fight a push in Congress to require that minority-held interests in private companies be valued the same as majority-held interests for estate tax purposes. A proposal to limit discounts on minority...

With interest yields and equities down, new interest in charitable lead trusts

May 10, 2009

Today's scant interest yields and sharply lower equity values are making a little-used estate planning vehicle more attractive to high-net-worth clients. The tool, a charitable-lead trust, is an arrangement by which annual donations are made...

Astor sues Astor

November 27, 2007

The son of New York philanthropist Brooke Astor and his attorney are expected to be indicted on charges dealing with their handling of her $198 million estate, according to news reports. The indictments of Astor's son, Broadway producer Anthony...

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