Part 3: Estate & Gift Tax

[vc_row][vc_column width=”1/1″][vc_column_text]By David A. Handler and Alison E. Lothes Originally written for WealthManagement.com[/vc_column_text][vc_empty_space height=”32px”][vc_column_text]In Cavallaro v. Comm’r, T.C. Memo. 2014-189, the...

Part 2: Charitable Remainder Trusts

[vc_row][vc_column width=”1/1″][vc_column_text]By David A. Handler and Alison E. Lothes Originally written for WealthManagement.com[/vc_column_text][vc_empty_space height=”32px”][vc_column_text]In 2008, the Internal Revenue Service designated...

Part 1: Asset Protection

[vc_row][vc_column width=”1/1″][vc_column_text]By David A. Handler and Alison E. Lothes Originally written for WealthManagement.com[/vc_column_text][vc_empty_space height=”32px”][vc_column_text]In re Reuter (499 B.R. 655, Sept. 12, 2013), the...

Tax Law Update

[vc_row][vc_column width=”1/1″][vc_column_text]By David A. Handler and Alison E. Lothes Originally written for WealthManagement.com[/vc_column_text][vc_empty_space height=”32px”][vc_column_text]Greenbook for fiscal year 2016 released—The Obama...

Tax Law Update

[vc_row][vc_column width=”1/1″][vc_column_text]By David A. Handler and Alison E. Lothes Originally written for WealthManagement.com[/vc_column_text][vc_empty_space height=”32px”][vc_column_text]Fifth Circuit affirms district court ruling that...

Part 9: Valuations

[vc_row][vc_column width=”1/1″][vc_column_text]By David A. Handler and Alison E. Lothes Originally written for WealthManagement.com[/vc_column_text][vc_empty_space height=”32px”][vc_column_text]In Adell v. Comm’r, T.C. Memo. 2014-155 (Aug. 4,...