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Estate Planning Six Part Series for Late 2020, Part 6: Parting Thoughts on Planning and Practical Reminders

November 8th, 2021

This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #2848. 2020 may very well be the best opportunity to implement planning strategies to mitigate federal […]

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Estate Planning Six-Part Series for Late 2020, Part 5: Use of Non-Grantor Trusts for Planning Benefits

October 26th, 2021

This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #2846. 2020 may very well be the best opportunity to implement planning strategies to mitigate federal […]

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Estate Planning Six-Part Series for Late 2020, Part 4: Enhanced Techniques for Note Sales

October 26th, 2021

This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #2845. 2020 is grinding to a close with uncertain federal elections pending the Georgia Senate runoff […]

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Estate Planning Six-Part Series for Late 2020, Part 3: Transfers for Taxpayers with Limited Exemption Remaining; Upstream and Downstream Planning

October 25th, 2021

This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #2842. At this point in 2020, all we know for sure is that nothing is certain. […]

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Estate Planning Six-Part Series for Late 2020, Part 2: Year-End Planning for Married Taxpayers

October 25th, 2021

This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #2841. Time may be of the essence for married taxpayers who want to protect their assets […]

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Estate Planning Six-Part Series for Late 2020, Part 1 – What Planners Should Be Doing with Their Clients NOW

October 25th, 2021

This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #2840. Practitioners may still wish to encourage clients to consider estate and asset protection planning aggressively […]

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2020 Planning Means a Busy 2021 Gift Tax Return Season

October 20th, 2021

This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #2858. Gift tax returns are often incredibly complicated with layers of issues, technical decisions, and disclosure […]

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Ten Portability Malpractice Traps Practitioners Should Consider

October 18th, 2021

This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #1880. Portability has been trumpeted by some in the media as one of the most significant […]

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How To Protect Your Wealth From The Lions, Tigers And Bears Waiting To Pounce In The Washington Tax Forest

October 13th, 2021

Originally posted on Forbes.com   While walking through the dark tax forest, are you scared from the noises coming from Washington? Are any taxing animals out there who might be […]

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President Biden’s Budget Includes Big Tax Increases That Will Rock Your Tax World

October 12th, 2021

Originally posted on Forbes.com   Introduction:   President Biden released his administration’s proposed budget for fiscal year 2022. While spending focuses on infrastructure, clean energy, etc., it includes a host […]

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