INTRODUCTION Constitutionality and Taxation: the federal transfer taxes (estate and gift and generation-skipping transfer tax) are excise taxes on the transfer of property…
1. Taxes, Estate Planning and Financial Theory: New Insights and Perspectives By Robert M. Dammon,* Chester S. Spatt* and Harold H. Zhang** Revised March 15, 2004 *Carnegie…
1. * 2. * International Boutique Trusts and Estates firm specializing in sophisticated multigenerational asset transfers. * Recognized both nationally by Martindale Hubbell…
1. * 2. * International Boutique Trusts and Estates firm specializing in sophisticated multigenerational asset transfers. * Recognized both nationally by Martindale Hubbell…
1. Sentinel Solutions530 Fifth Avenue11th FloorNew York, NY 10036212-536-6150cschneider@sentinelsolutions.comwww.sentinelsolutions.comBasic Estate Planning December 03, 2012…
Slide 1 HELTER SHELTER WHAT TO RECOMMEND FOR MARRIED CLIENTS WHOSE ESTATE PLANNING DOCUMENTS PROVIDE FOR THE ESTABLISHMENT OF A CREDIT SHELTER TRUST ON THE FIRST DEATH HOW…
Slide 1 FOR BROKER/DEALER AND GENERAL AGENT USE ONLY.1 Gifting Using Gifting to discover the power of lifetime giving Manulife Financial and the block design are registered…
Tax-Sensitive Estate Planning In 2013 and Beyond: Lots to Think About! Presented by Paul P. Morf [email protected] (319)896 4012 TAX PLANNING FOR MARRIED COUPLES âMarried…