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Wealth Management Update - February 2016
  • Proskauer Rose LLP
  • USA
  • February 8 2016

The February 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 2.2, which is the same as January’s rate


Gift Tax Update
  • Proskauer Rose LLP
  • USA
  • December 14 2015

In 2016, the gift tax annual exclusion amount per donee will remain $14,000 for gifts made by an individual and $28,000 for gifts made by a married


2016 Estate, Gift and GST Tax Update: What This Means for Your Current Will, Revocable Trust and Estate Plan
  • Proskauer Rose LLP
  • USA
  • December 14 2015

As we previously reported, the American Taxpayer Relief Act of 2012 (the "Act") made the following permanent: (1) the reunification of the estate and


New York Raises Basic Exclusion Amount to $4,187,500
  • Proskauer Rose LLP
  • USA
  • December 14 2015

On April 1, 2016, the amount of property that can pass free of New York State estate tax is set to rise to $4.1875 million. Approximately two years


Wealth management update
  • Proskauer Rose LLP
  • USA
  • December 4 2015

The December 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 2.0, which is the same as November's rate


Wealth management update
  • Proskauer Rose LLP
  • USA
  • November 12 2015

The November 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 2.0, the same as October. The November


Wealth management update
  • Proskauer Rose LLP
  • USA
  • October 5 2015

The October 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 2.0, down 0.2 from September. The October


Wealth management update
  • Proskauer Rose LLP
  • USA
  • September 16 2015

The September 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 2.2, which is the same as last month. The


Wealth management update
  • Proskauer Rose LLP
  • USA
  • August 3 2015

The August 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 2.2, the same as July. The August applicable


Personal planning strategies: July 2015
  • Proskauer Rose LLP
  • USA
  • July 21 2015

Gifting assets during life will reduce the size of your taxable estate at death and, correspondingly, reduce your estate tax liability. But with each