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When and Where You Die Matters

May 14, 2019 by Jeffrey A. Nirenstein

Where you die matters. While you’ll pay the same federal estate tax no matter where you die, 1/3 of the states have a separate estate or inheritance tax. The most populous state, California, is the latest state to consider adding a state estate tax. Read on to learn more. When and Where You Die Matters … [Read more...]

Filed Under: Estate Planning, Legal Education Tagged With: Estate Tax, Gift Tax, inheritance tax, state estate tax

New Estate Tax Proposal

April 25, 2019 by Jeffrey A. Nirenstein

A new estate tax proposal would lower the amount passing free from tax to $3.5 million and increase the rates of taxation. It would also eliminate some tried and true strategies for reducing estate taxation. Read on to learn more about this proposal and its prospects. New Estate Tax Proposal … [Read more...]

Filed Under: Estate Planning, Legal Education Tagged With: Bernie Sanders, Estate Tax, tax proposal

Grantor Trusts Provide Flexibility and Ease

January 24, 2019 by Jeffrey A. Nirenstein

A trust may be taxed as either a grantor trust or a nongrantor trust. Each type of trust has advantages and disadvantages. This article examines a grantor trust and situations in which it might be useful. Grantor Trusts Provide Flexibility and Ease … [Read more...]

Filed Under: Estate Planning, Legal Education Tagged With: Estate Tax, Gift Tax, step-up, taxation, trust

Estate Planning: It’s Not Just About the Estate Taxes

September 20, 2018 by Barry D. Horowitz, Estate Planning Attorney

The recent tax law temporarily doubled the estate tax exemption. That doesn’t mean there’s no need for estate planning. Estate plans consider many important aspects, not just estate taxes. This article examines some of the many considerations besides estate taxes. Estate Planning: It’s Not Just About the Estate Taxes … [Read more...]

Filed Under: Estate Planning, Legal Education Tagged With: beneficiary, beneficiary designation, Estate Planning, Estate Tax, income tax, trust

Planning for the International Client

July 19, 2018 by Jeffrey A. Nirenstein

Estate planning for the international client can be tricky. This article looks at the estate tax treatment of U.S. citizens and non-resident aliens. The article then looks at an example of someone who lived in the U.S. and then departed. Planning for the International Client … [Read more...]

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, Estate Tax, green card holder, international non-resident alien, lawful permanent resident alien

Tax Reform and the Estate Tax

January 3, 2018 by Jeffrey A. Nirenstein

There’s a Republican blueprint for tax reform. Learn the general provisions of the plan and the uncertainties in it. Read on to learn more. … [Read more...]

Filed Under: Estate Planning, Legal Education Tagged With: alternative minimum tax, AMT, blueprint, Estate Planning, Estate Tax, generation-skipping tax, GST, Taxes

How Tax Reform Could Impact Various Families

December 27, 2017 by Jeffrey A. Nirenstein

Learn how the Republican blueprint for tax reform would impact different families from an estate planning perspective. Read on to learn more. … [Read more...]

Filed Under: Estate Planning, Legal Education Tagged With: blueprint, capital gains, discounting, Estate Planning, Estate Tax, Taxes

Identify the Right Charity

August 27, 2014 by Barry D. Horowitz, Estate Planning Attorney

When you are planning your estate you may be interested in charitable giving. This can help you to create a lasting legacy as you continue to make a difference even after you are gone in some cases. And of course, there can be tax advantages that go along with philanthropic acts as well. There are a few different ways that you can give to charities. Of course you can simply give direct gifts to charities, but this can be rather inefficient. You would be dealing with a number of different … [Read more...]

Filed Under: Estate Planning Tagged With: Charitable Giving, Estate Planning, Estate Tax

Providing for a Troubled Heir

June 25, 2014 by Barry D. Horowitz, Estate Planning Attorney

We do not all have perfect family members with no flaws. Otherwise good people can sometimes have weaknesses that can be a source of concern when you are planning your estate. Giving someone who has a drug or alcohol problem or a demonstrated inability to handle funds a large direct inheritance could be a recipe for disaster. For a person with a substance abuse problem the inheritance could support an ongoing pattern of self destructive actions. An individual who cannot manage financial … [Read more...]

Filed Under: Estate Planning, Wills and Trusts Tagged With: Estate Planning, Estate Tax, trusts

A Look at Intentionally Defective Trusts

June 9, 2014 by Barry D. Horowitz, Estate Planning Attorney

The federal estate tax looms large for people who have been successful throughout their lives. At the current time the maximum rate of the estate tax is 40%, and the lifetime exclusion is $5.25 million. There are various different recommendations that astute estate planning lawyers can make for people who are faced with the prospect of paying the estate tax. Some types of trusts will provide tax advantages, and one of them is the intentionally defective trust. Of course the first thing that is … [Read more...]

Filed Under: Estate Planning, Taxes Tagged With: Estate Planning, Estate Tax, Intentionally Defective Trusts

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Testimonials

Efficient, clear and helpful communication; clearly knowledgeable and an expert in estate planning and assisting clients; hospitable office staff; easy location to access; would definitely recommend to others interested in exploring and establishing trusts.
S.J.B.
This is a very difficult problem to face.- These people were a great help to us. They explained these matters clearly, professionally and kindly- My family will have an easier time dealing with this stuff. Now I can die in peace. The less of my estate the government gets, the better.
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Process was clear and concise. An important factor was to attend the seminar. The Review was thorough with detailed information, punctuated by reassurances that the firm can always be contacted. We would recommend this firm.
MM
Very satisfied from the day of the seminar to when the trust took effect. All our questions were answered and any further questions we might have are only a phone call away. We will recommend this to all our family and friends.
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We are very pleased with the service we have received. The staff has been very helpful, professional & cordial. It has given us peace of mind to work on the estate planning. All of the information received has been very helpful.
ERM
All of the staff were extremely professional & attentive and helped us navigate through the estate planning process with ease. As a result, we have piece of mind, as well as a clear step by step process to follow in the future. The take-home binder is an added bonus, and I know we will use it as a resource.
MS

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