Gary A. Phillips Cole Schotz Meisel Forman & Leonard PA
Results 1 to 5 of 6
2013 estate planning – still not the time to be complacent *
USA - May 13 2013
The end of 2012 saw an unprecedented surge of activity for estate planning attorneys and advisors counseling clients to implement estate plans before…
After the fiscal cliff — a summary of the new federal gift and estate tax law *
USA - January 10 2013
Congress took the fiscal cliff negotiations over the brink but was finally able to reach a deal resulting in the American Taxpayer Relief Act of 2012…
Co-authors: Steven M. Saraisky.
Pet trusts in New Jersey and New York *
USA - August 3 2012
People love their pets, and with some regularity, clients express a desire to leave money to special trusts for the care of their pets.
Six months remain before significant tax opportunities expire *
USA - June 27 2012
Over the past eighteen months, we have posted frequently to the blog about the valuable tax opportunities available to taxpayers in 2011 and 2012 in connection with gifting assets to younger generations.
March interest rates remain historically low *
USA - March 2 2012
In a blog post on February 29, we highlighted the opportunities to implement significant estate planning in 2012, and the possibility that these opportunities may expire if not acted upon.
