January 25, 2017

Prior to IRS recognition of same sex marriages for federal tax purposes, a transfer (by gift or inheritance) from one same-sex spouse to his/her spouse escaped transfer tax only to the extent the donor's aggregate gifts did not exceed the "exclusion amount" applicable...

January 18, 2017

Assets are often held in trust for the trust beneficiary (as opposed to being distributed to the beneficiary) with the hope that trust assets would be unreachable by a claim made against the beneficiary.  Whether this protection exists in practice calls for a detailed...

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August 1, 2017

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