advanced legal training institute Powerful | Focused | Interactive Continuing Legal Education September 6, 2011 The Newsletter Estate Planning Updates… Dear Attorneys & Wealth Planning Professionals, Feature Article: Estates & Trust Law What You Need to Know… About the “New Tax Law” by Francis Burton Doyle, Esq., WealthPLAN After much speculation, in December of 2010, [...]
Posted by sinatra on Thursday, October 6, 2011 at 12:41 am
Filed under Articles, Estate Planning, News, Tax Planning, Trust Administration, Uncategorized · Tagged with "New Tax Law", ABC formula, Estate Tax Exemption, Gift Tax Exemption, IRS, Job Creation Act of 2010, Lifetime Gift Tax Exemption, Marital and a Bypass Trust, Portability, Survivor’s Trust/Marital Trust/Bypass Trust, §1014
advanced legal training institute Powerful | Focused | Interactive Continuing Legal Education September 16, 2011 The Newsletter Estate Planning Updates… Dear Attorneys & Wealth Planning Professionals, Important Information on Estate Tax Extension: The due date for the estate tax return and payment of estate tax for estates of decedents dying from January 1, 2010 through [...]
Posted by sinatra on Tuesday, September 27, 2011 at 11:05 pm
Filed under Articles, Estate Planning, Tax Planning, Trust Administration, Uncategorized · Tagged with "Reasonable Cause", 2010 Tax Relief Act (the “New Tax Law”), CPA, Decedents, Estate Planning, Estate Tax Extension, Federal Income Tax, Form 4768, Form 8939, Income Tax, Integrated Estate Planning, IRC §1022, IRS, IRS Announcement, MCLE, Probate, Trust Administration, “Carryover Basis”
advanced legal training institute Powerful | Focused | Interactive Continuing Legal Education September 27, 2011 The Newsletter Estate Planning Updates… Dear Attorneys & Wealth Planning Professionals, Important Information on Year-End Gift Planning In my planning practice, the question of year-end gifting always surfaces in the last calendar quarter of the year. Because of a change [...]
Posted by sinatra on Tuesday, September 27, 2011 at 10:55 pm
Filed under Articles, Estate Planning, Tax Planning, Trust Administration, Uncategorized · Tagged with "Year-End Gift Planning Strategies", 2010 Tax Relief Act, Estate Planning, Estate Tax Exemption, Family Business Planning, Federal Gift Tax Exclusion, Gifting Strategies, Integrated Estate Planning Seminar Series™, Lifetime Exemption, MCLE, President Obama, Real Property, Succession Planning, Trust Administration, Valuations, “New Tax Law”
