Estate Planning

Here we go again: Politicians Considering Radical Changes to the Estate Tax! What are the likely outcomes and what should you do about it?

by Richard M. Morgan Estate planners are life-long learners, as we need to keep up with ever changing laws, especially tax laws. Because we deal

Here we go again: Politicians Considering Radical Changes to the Estate Tax! What are the likely outcomes and what should you do about it? Read More »

Important Tax Court Case Dealing with the Valuation of a Business: Buy-Sell Agreements, Employment Agreements and Initial Appraisals do matter, but not necessarily in the way you may think.

By Richard M. Morgan The Tax Court in the recent Adell v. Comm. Case has made some very interesting determinations that will help in planning

Important Tax Court Case Dealing with the Valuation of a Business: Buy-Sell Agreements, Employment Agreements and Initial Appraisals do matter, but not necessarily in the way you may think. Read More »

The 2010 Tax Act, Gifts, and Perpetual Dynasty Trusts – The Perfect Estate Planning Combination

One of the many provisions of the tax law which became effective on December 17, 2010 (the “2010 Tax Act”) was a provision which effectively

The 2010 Tax Act, Gifts, and Perpetual Dynasty Trusts – The Perfect Estate Planning Combination Read More »

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