New Tax Law Creates Opportunity to Recover All of the Year 2008 and 2009 Real Estate Investment Losses

In our previous Client Alert, we described the vehicle by which you can create an Estate Freeze utilizing your $5M gift tax exemption ($10M for married couples) in conjunction with a special asset protection trust, and retain a “beneficial interest” in the $5M of cash or property given to the trust. Very few people were immune from the losses to their real estate and securities portfolios in 2008 and 2009. Investors have become extremely conservative in their investment planning seeking preservation of principal […]

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Paying Estate Tax May Now Be Voluntary

This is our 3rd installment of the planning opportunities available under the new estate and gift tax laws created under the “Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the Act).” This edition of Client Alert will focus on an effective estate planning technique which literally may make paying estate taxes voluntary and “bullet proof” your assets from a financially ruinous lawsuit. The Act increased the amount that one can give away or die possessed of from $1M to $5M […]

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