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 19


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

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

How the CARES Act may affect estate planning

USA - July 2 2020 Although many aspects of the CARES Act focus on relief for small businesses and employees, there are several provisions that are relevant to estate…

Nina Windsor

Tax Planning in Uncertain Times: One-Time or Annual Gifting

USA - July 20 2020 Gifting assets can have beneficial estate and income tax consequences for both the individuals making the gifts (the donors) and the gift recipients…

Keith K. Grissom, Elizabeth L. Pack

Planning During a Pandemic: How an Estate Plan Can Give You Peace of Mind

USA - July 15 2020 The COVID-19 pandemic has forced many people to think pragmatically about the possibility that they or their loved ones might fall ill. Having an…

Nina Windsor