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Newsletter
December 2024 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts
Estate of Becker v. Commissioner of Internal Revenue, T.C. Memo 2024-89 (September 24, 2024)
Haan v. Haan, No. 364875 (Mich. Ct. App. Oct. 7, 2024)
IRS Postpones Deadline for States Impacted by Hurricanes
Florida Amendment 5 – Annual Inflation Adjustment for Homestead Exemption
Final Regulations on Consistent-Basis and Basis Reporting Issued
Lull v. Clark (In re Philpot Est.), No. 365107 (Mich. Ct. App. October 11, 2024)
on December 2024
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Newsletter
Estate, Gift and GST Tax Update
Gift Tax Update
New York Basic Exclusion Amount to Increase in 2025
Connecticut Estate Planning Update
Massachusetts Estate Planning Update
Spousal Lifetime Access Trusts (“SLATS”)
on November 2024
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Newsletter
May 2024 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts
Treasury Releases "Greenbook" for Fiscal Year 2025
Aldridge v. Commissioner of Internal Revenue, No. 13742-10 (U.S.T.C. Feb. 21, 2024)
Proposed New Regulations for Charitable Remainder Annuity Trusts
Connelly v. United States (No. 23-146)
on May 2024
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Newsletter
Estate, Gift and GST Tax Update
Gift Tax Update
New York Estate Planning Update
Connecticut Estate Planning Update
Massachusetts Estate Planning Update
New Jersey Estate Planning Update
Make Sure That You Take Your IRA Required Minimum Distributions by December 31, 2023
Understanding the Inflation Adjustments to the Estate, Gift and Generation-Skipping Transfer Exemption Amounts
on November 2023
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Newsletter
June 2023 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts
IRS Data Book Released for Fiscal Year 2022
PLR 2023150002
Wrzesinkski v. United States, No. 2:22-cv-03568, (E.D. Pa. Mar 7, 2023)
McGuire v. Hall (In re Gregory Hall Tr.), Nos. 361528, 362467, 2023 Mich. App. LEXIS 1866 (ct. app. Mar. 16, 2023)
on June 2023
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Newsletter
IApril 2022 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts
Estate of Marion Levine v. Commissioner (158 T.C. No.2)
IRS Issues Proposed Required Minimum Distribution Regulations for Retirement Plans
IRS Overpayment and Underpayment Interest Rate Increased
on April 2022
