Year-end tax saving move for charitable remainder trusts *

USA - December 14 2012
By taking quick action in the remaining weeks of 2012, a charitable remainder trust may be able to reduce its income beneficiaries’ tax liability for future distributions.

Co-authors: Jean Gordon Carter.

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Tweeting from beyond: what happens to your digital assets when you are gone? *

USA - August 22 2012
Most of us have a digital life, and for many of us that life is significant--either economically or emotionally.

Co-authors: Katherine E. Ramsey, Michael Anderson, Jean Gordon Carter, Tom H. Cantrill.

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UPMIFA to the rescue *

USA - August 22 2012
While the market was near its lowest point in March of 2009, the North Carolina General Assembly adopted the Uniform Prudent Management of Institutional Funds Act, known as UPMIFA.

Co-authors: Katherine E. Ramsey, Michael Anderson, Jean Gordon Carter, Tom H. Cantrill.

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Estate planning in 2012: something old and something new *

USA - August 22 2012
The estate tax laws continue their roller coaster ride in 2012 and beyond.

Co-authors: Katherine E. Ramsey, Michael Anderson, Jean Gordon Carter, Tom H. Cantrill.

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Gifting in 2012: now or never? *

USA - August 22 2012
Currently Americans can give $5,120,000 to anyone without paying gift taxes, less earlier taxable gifts.

Co-authors: Katherine E. Ramsey, Michael Anderson, Jean Gordon Carter, Tom H. Cantrill.

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