Every estate includes tangible personal property: cash, clothes, jewelry, furnishings, vehicles, pets, artwork, gold, alcohol, boats, electronics, cars, wine, guns, etc. Challenges you may face are as varied as...
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Hear from Jonathan E. Gopman, a partner at Akerman Tax, Trusts, and Estates, on Creative Planning with Completed Gift Self-Settled Dynasty Trusts. He discusses why you would want to use a completed gift self-se...
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Grantor Retained Annuity Trusts (“GRATs”) are a powerful planning tool especially in an environment with low-interest rates and suppressed asset values. But there is much more to how GRATs should be used in...
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Self-Settled Trusts Should Not Be Included in a Decedent's Taxable Estate - Analysis Section 2036(a)(1): Assets gifted by Decedent (in trust or otherwise) but Decedent retained for life: “The right to the i...
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Choice of jurisdiction Opportunities using Out-pf-State Trusts Dynasty Trusts Domestic Asset Protection Trusts Hybrid DAPTs Trust Decanting State Income Tax Savings View PDF...
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Why you have to tell clients to plan NOW! And SLATs will be a common tool for many...
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Spousal lifetime access trusts (“SLATs”) may be the most common planning technique for married clients to use in 2020 as the tax environment remains uncertain after the election. This webinar will explore h...
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Doctors and their practices are common targets for terrible and aggressive lawsuits which are commonly based upon bad results from treatment or procedures that have nothing to do with the doctor's skills or act...
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This is the time to discuss lifestyle levels and why anyone needs to spend more than they can afford to for living....
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