Jennifer Clump Davis

Greensfelder Hemker & Gale PC

Legal Influencer

Q3 l 2020

Legal Influencers

Lexology’s Legal Influencers programme recognises firms and authors that provide excellent content within a work area and region. Find out more

Articles

Results 1 to 5 of 18


Today is Giving Tuesday

USA - December 1 2020 This holiday weekend, you may have tackled your holiday shopping with deals from Black Friday, Small Business Saturday and Cyber Monday. Now, you may…

Unique tax planning opportunities during uncertain economic times

USA - October 31 2020 During times of a robust economy and increasing portfolio balances, many grasp the importance of implementing planning strategies to shift wealth in…

Keith K. Grissom, Elizabeth L. Pack

Tax Planning in Uncertain Times: Spousal Lifetime Access Trusts (SLATs)

USA - October 20 2020 A Spousal Lifetime Access Trust (SLAT) is a type of trust that provides an opportunity for the grantor of the trust to utilize his or her remaining…

Elizabeth L. Pack

Tax Planning in Uncertain Times: Charitable Giving

USA - August 26 2020 For those who are charitably inclined, planning techniques are available that may provide for both income and transfer tax savings in the current…

Serafina Nicolais

Tax Planning in Uncertain Times: Installment Sales to Intentionally Defective Grantor Trusts

USA - August 19 2020 A popular planning technique is an installment sale to an Intentionally Defective Grantor Trust (IDGT) in order to freeze the value of assets in an…

Keith K. Grissom, Elizabeth L. Pack