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Home » Gift Tax

When and Where You Die Matters

May 14, 2019 by Saul Kobrick Leave a Comment

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...] about When and Where You Die Matters

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

Grantor Trusts Provide Flexibility and Ease

January 17, 2019 by Anthony Moccia

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...] about Grantor Trusts Provide Flexibility and Ease

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

Planning for Lottery Winners, Part 1 of 2

September 25, 2018 by Saul Kobrick

A lucky winner recently won $320 million in the lottery. This article looks at an example of a prior winner’s mistakes. The next article in the series will examine strategies for lottery winners. Planning for Lottery Winners, Part 1 of 2 … [Read more...] about Planning for Lottery Winners, Part 1 of 2

Filed Under: Estate Planning, Legal Education Tagged With: Dickerson, Estate Planning, Gift Tax, lottery, Mega Millions, trust

Treasury Releases New Inflation Adjustment

April 12, 2018 by Saul Kobrick

The new tax law doubled the estate tax exclusion through 2025. This article looks at the exact amount of the new exclusion (it’s not what you thought) and how it might be useful. The article also examines why there’s no reason not to take advantage of the newly-doubled exclusion. Treasury Releases New Inflation Adjustment … [Read more...] about Treasury Releases New Inflation Adjustment

Filed Under: Estate Planning, Legal Education Tagged With: adjustment, Estate Planning, Estate Tax, exclusion, Gift Tax, income tax, inflation

Giving Tax-Free Gifts

March 4, 2011 by Saul Kobrick Leave a Comment

It can seem like a platitude to talk about the "joy of giving," and words can never adequately express feelings. But you do experience a palpable sense of complete satisfaction when you give someone that you love just the right gift at just the right time. Passing along your assets to your heirs after you die is an act of giving, but for the recipients, the occasion is not a happy one. Estate planning attorneys will espouse the tax advantages that go along with gift giving while you are still … [Read more...] about Giving Tax-Free Gifts

Filed Under: Estate Planning Tagged With: advance planning, Estate Planning, Gift Tax, Inheritance Planning

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