by grcadmin | Aug 27, 2015 | Articles, Publications
By Alison E. Lothes, co-written by David A. Handler Originally written for WealthManagement.com • Estate denied charitable deduction for remainder interests in a NIMCRUT —In Estate of Arthur E. Schaefer, 145 T.C. No. 4 (July 28, 2015), the Tax Court ruled on the...
by grcadmin | Jul 10, 2015 | Articles, Publications
By Alison E. Lothes, co-written by David A. Handler Originally written for WealthManagement.com • Recent taxpayer victories regarding the state law taxing of trust income —Two recent cases have come out in favor of the taxpayer regarding the constitutionality and...
by grcadmin | Feb 15, 2015 | Articles, Publications
By Alison E. Lothes Originally written for WealthManagement.com No Loss of Generation-Skipping Transfer Tax Exemption In Private Letter Ruling 201528014 (released July 10, 2015), a decedent’s will established two trusts, dividing the residue of his estate equally for...
