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Many foreign nationals must file U.S. reports about foreign financial accounts

Baker Donelson Bearman Caldwell & Berkowitz PC
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USA
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September 23 2009

Citizens and many unsuspecting foreign nationals in the United States must submit annual reports to the U.S. Department of Treasury concerning a broad array of foreign financial accounts exceeding $10,000

Estate and gift tax planning: Obama administration's proposals

Baker Donelson Bearman Caldwell & Berkowitz PC
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USA
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June 3 2009

Through the release of the Treasury Department's "Greenbook," the Obama administration has outlined several sweeping proposed changes to the estate and gift tax laws

Tennessee Investment Services Act of 2007

Baker Donelson Bearman Caldwell & Berkowitz PC
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USA
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June 11 2007

On May 10, 2007, Governor Phil Bredesen signed the Tennessee Investment Services Act of 2007 (the Act), which becomes effective July 1, 2007

Proposed estate tax legislation will eliminate or reduce valuation discounts for family entities and will freeze credit amount at $3,500,000

Baker Donelson Bearman Caldwell & Berkowitz PC
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USA
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January 30 2009

The federal estate tax exemption (the amount of assets that can pass estate tax-free) increased from $2,000,000 to $3,500,000 for individuals dying on or after January 1, 2009

Trust and estate investment advice fees held subject to 2 floor

Baker Donelson Bearman Caldwell & Berkowitz PC
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USA
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January 28 2008

The United States Supreme Court has unanimously decided a question which, in its own words, determines the treatment of "deductions...that total in the billions of dollars annually."

Estate planning - reasons for review

Baker Donelson Bearman Caldwell & Berkowitz PC
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USA
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January 26 2007

Many people believe that estate planning is only relevant to help them avoid estate and inheritance taxes; however, there are a myriad of other reasons for estate planning

Estate planning in low interest rate and depressed asset environments

Baker Donelson Bearman Caldwell & Berkowitz PC
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USA
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October 7 2009

Although the current economy has resulted in lower asset values, it has provided a silver lining in the estate planning arena

Family entities continue as viable planning tool

Baker Donelson Bearman Caldwell & Berkowitz PC
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USA
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October 7 2009

Two recently-litigated taxpayer victories underscore the continuing viability of family entities (family limited partnerships or LLCs, or FLPs) as an estate planning tool

Alabama Uniform Trust Code update

Baker Donelson Bearman Caldwell & Berkowitz PC
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USA
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October 24 2007

Clients in Alabama who are considering the use of a trust in their estate plans, as well as clients whose plans already include a trust, whether a current trust or a trust under the client's Will, should be aware of recent changes in Alabama's trust laws