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Wealth Management Update - February 217

USA - February 2 2017 The February § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 2.6%, up 0.2% from January. The February…

Albert W Gortz, Andrew M Katzenstein, David Pratt, Henry J. Leibowitz, Jay D Waxenberg, Lisa M Stern, Mitchell M Gaswirth, Philip M Susswein, Scott A Bowman, Vanessa L Maczko.

Wealth Management Update - December 2016

USA - December 15 2016 The December § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 1.8%, up 0.2% from November. The December…

Albert W Gortz, David Pratt, Jay D Waxenberg, Mitchell M Gaswirth, Philip M Susswein.

New Jersey Estate Tax Exemption Raised to $2,000,000; Estate Tax to be Phased Out

USA - December 8 2016 On January 1, 2017, the amount of property that can pass free of New Jersey State estate tax is set to rise to $2 million. On January 1, 2018, the…

Albert W Gortz, Andrew M Katzenstein, David Pratt, Henry J. Leibowitz, Jay D Waxenberg, Lisa M Stern, Mitchell M Gaswirth, Philip M Susswein, Scott A Bowman.

Proposed Regulations Seek to Curtail Valuation Discounts

USA - December 8 2016 The most successful estate planning techniques pass significant value from one generation to the next by freezing or establishing an appreciating…

Albert W Gortz, Andrew M Katzenstein, David Pratt, Henry J. Leibowitz, Jay D Waxenberg, Lisa M Stern, Mitchell M Gaswirth, Philip M Susswein, Scott A Bowman.

New York Raises Basic Exclusion Amount to $5,250,000

USA - December 8 2016 On April 1, 2017, the amount of property that can pass free of New York State estate tax is set to rise to $5.25 million. Approximately three years…

Albert W Gortz, Andrew M Katzenstein, David Pratt, Henry J. Leibowitz, Jay D Waxenberg, Lisa M Stern, Mitchell M Gaswirth, Philip M Susswein, Scott A Bowman.