Action Item: This is the fourth installment of our Annual Estate Planning Newsletter, and focuses on matters of interest to married couples. We urge you to review this installment to ensure that your 2016 estate and tax...more
2/24/2016
/ DOMA ,
Estate Planning ,
GST ,
Joint Tax Returns ,
Obergefell v. Hodges ,
Retirement Plan ,
Same-Sex Marriage ,
SCOTUS ,
Tax Deductions ,
Tax Exemptions ,
US v Windsor
Action Item: This is the second installment of our Annual Estate Planning Newsletter, and focuses on specific gift and generation-skipping transfer ("GST") tax matters. We urge you to review this installment to ensure that...more
Blank Rome’s annual estate planning newsletter discusses certain concepts and techniques that we hope may be of interest to our clients and friends....more
1/27/2015
/ Digital Assets ,
Durable Power of Attorney ,
Employee Benefits ,
Estate Tax ,
Family Limited Partnerships ,
FATCA ,
FBAR ,
FDIC ,
Foreign Bank Accounts ,
Gift Tax ,
GST ,
Health Insurance Portability and Accountability Act (HIPAA) ,
QTIP Trusts ,
Revocable Trusts ,
Same-Sex Marriage ,
Tax Planning ,
Transfer Taxes