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Results: 1-10 of 29

A letter to our estate planning clients
  • Baker Donelson Bearman Caldwell & Berkowitz PC
  • USA
  • January 15 2010

You may have received announcements from one or more of your financial advisors informing you that the federal estate tax has been repealed effective January 1, 2010, and explaining the technical details of this development


Non-tax reasons for your well-tailored estate plan
  • Baker Donelson Bearman Caldwell & Berkowitz PC
  • USA
  • October 31 2012

When was the last time you took a good hard look at your estate plan?


Navigating the uncharted waters of estate tax repeal
  • Baker Donelson Bearman Caldwell & Berkowitz PC
  • USA
  • January 5 2010

Congress adjourned for 2009 without addressing the repeal of both the federal estate tax and generation-skipping transfer (GST) tax effective January 1, 2010, unleashing a storm of uncertainty that engulfs both existing estate plans and future estate planning


Spotlight on Tennessee: legislation reduces wealth transfer costs for residents
  • Baker Donelson Bearman Caldwell & Berkowitz PC
  • USA
  • May 4 2012

Legislation passed by the Tennessee General Assembly within the past week has greatly changed the landscape of estate planning for state residents


Six proposed tax increases included in President Obama's FY 2014 budget
  • Baker Donelson Bearman Caldwell & Berkowitz PC
  • USA
  • April 25 2013

On April 10, 2013, President Obama released the fiscal year 2014 federal budget. Among the numerous proposed budget provisions, listed below are six


Year-end tax planning: potential benefits of land contributions for recreation or education
  • Baker Donelson Bearman Caldwell & Berkowitz PC
  • USA
  • December 6 2011

Charitable conservation contributions can be an excellent means of not only making meaningful donations for the public good, but also establishing the basis for potential tax benefits to the donor


High income taxpayers to pay additional 3.8 percent Medicare tax on investment income
  • Baker Donelson Bearman Caldwell & Berkowitz PC
  • USA
  • November 6 2012

Section 1411 of the Internal Revenue Code (Code) was created pursuant to the Health Care and Education Reconciliation Act of 2010 and is effective as of January 1, 2013


IRS issues proposed and temporary regulations on portability
  • Baker Donelson Bearman Caldwell & Berkowitz PC
  • USA
  • August 22 2012

Portability was introduced into the estate planning wheelhouse by the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010


Does your estate plan still fit your estate?
  • Baker Donelson Bearman Caldwell & Berkowitz PC
  • USA
  • August 3 2011

Often, once the will has been signed it is stuffed away in a desk, filing cabinet or safety deposit box only to be forgotten


Charitable contributions of appreciated property
  • Baker Donelson Bearman Caldwell & Berkowitz PC
  • USA
  • December 14 2011

The holiday season is a particularly good time for many individuals to consider donations to their favorite charities, whether the contribution is in cash or by the transfer of property