Newsletters

Yearly Newsletters Clearwater Estate Planning Tax and Probate

 

 

2016
2015
2014
2013

Fall Yearly Newsletter:


2012

Fall Yearly Newsletter:


2011

Fall Yearly Newsletter:

  • Estate and Gift Tax Highlights
  • Portability of Unused Exclusion between Spouses
  • Beneficiary Designations
  • Important 2011 Florida Legislative Probate Changes
  • New Durable Power of Attorney Statute Plain Writing Act
  • Federal Court Opens The Door For Joint Filing By Same Sex Married Couples
  • Form 990-N Electronic Notification e-Postcard
  • Tax Court Holds Estate Is Not Entitled To Multiple Fractional Discounts
  • IRS Has Finally Released Basis Form For 2010
  • Disclaimer From QPRT Allowed After Bad Legal Advice

2010

Fall Yearly Newsletter:

  • What Is Going On With The Estate Tax??!!
  • Are ‘Inherited’ IRAs Exempt From Garnishment?
  • Gift Tax Exclusion Denied for Transfer of Limited Liability Company (“LLC”) Interests
  • Transfer to a Family Limited Partnership (“FLP”) for Consideration
  • No Economic Hardship Exception for Distributions from Individual Retirement Accounts
  • Changing Your Address with the IRS
  • 2010 Basis Step-Up Allocation
  • Homestead Law Changes
  • Irrevocable Life Insurance Trust (‘ILIT’) Administration Changes
  • Florida’s Estate Tax Patch

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