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HTMLSpouse Asserts Rights to IRA under Community Property Law - Decedent’s Son Gets Hit with Tax
Christopher R. Little, Thomas J. Nichols; Meissner Tierney Fisher & Nichols S.C.;
Legal Alert/Article
October 17, 2016, previously published on October 2016
Milwaukee attorneys Christopher Little and Tom Nichols outline non-spouse IRA beneficiaries, liability for federal income tax on assets from transferred or inherited IRA and Wisconsin’s community property law requirements.


Adobe PDFAn Update on Mrs. Clinton’s Estate Tax Proposals
Charles Reid Barrineau, Edward H. Brown, Joshua A. Ehrenfeld, James M. McCarten, Allen Sullivan; Burr & Forman LLP;
Legal Alert/Article
October 3, 2016, previously published on September 2016
Since we published our Burr Alert summarizing each presidential candidate's estate tax proposals earlier this month (FAMILY-CONTROLLED BUSINESSES -- TAX TARGETS AGAIN: Newly Proposed 2704 Regulations and Presidential Candidates' Positions ("Tax Targets Again")), Mrs. Clinton has expanded...


HTMLThe DOL Encourages State-Sponsored Retirement Programs for Private Employers
Dale R. Vlasek; McDonald Hopkins LLC;
Legal Alert/Article
September 27, 2016, previously published on September 9, 2016
As the workforce ages, a handful of states have enacted programs instituting state-sponsored retirement plans for private sector employees in an effort to increase the number of people covered by retirement plan programs. They are California, Connecticut, Illinois, Massachusetts, Maryland, New...


HTMLNew Treasury Proposed Regulations: Bad for Family Farms
Robert D. Lyerly; Nexsen Pruet, LLC;
Legal Alert/Article
September 26, 2016, previously published on September 19, 2016
In transferring the ownership of family farms to the next generation, it is common to take advantage of certain valuation discounts in making transfers. The Department of Treasury recently released proposed regulations under Section 2704 of the Internal Revenue Code that will affect the ability to...


Adobe PDFBasic Techniques for Ancillary Administration of West Virginia Real Estate
Ray Winton Kelley PLLC;
White Paper
September 21, 2016
The techniques of ancillary administration to transfer the interests of West Virginia real estate, including minerals, for an out-of-state decedent are described.


HTMLPhilanthropic Planning
Elizabeth A. Green; Pessin Katz Law, P.A.;
Legal Alert/Article
September 21, 2016, previously published on September 13, 2016
As an estate planning attorney, I have the opportunity to help people every day. Working with clients to craft an estate plan to transition their assets to their family members and friends is very rewarding. Not infrequently, clients come in with a general sense of what they want and walk away...


HTMLEstate Planning For Pet Owners
Austin Craik Bradley; McGrath North Mullin & Kratz, PC LLO;
Legal Alert/Article
September 12, 2016, previously published on Third Quarter 2016
Many people view their pets as valued members of their families. Sometimes, however, pets can be overlooked following a person’s unexpected death or disability. Pets that are not adopted by family members (or otherwise cared for) may be sent to animal shelters or worse. To prevent this from...


HTMLNew Proposed Regulations for Family-Controlled Entities
Mary C. Hester, John F. McDermott; Taylor, Porter, Brooks & Phillips, L.L.P.;
Legal Alert/Article
September 11, 2016, previously published on September 1, 2016
On August 2, 2016, the U.S. Treasury Department issued proposed regulations under Internal Revenue Code § 2704 that may affect your estate planning. These regulations are intended to reduce the valuation discounts applicable to transfers of interests in family-controlled entities (including...


HTMLIRS Issues Proposed Regulations Restricting the Use of Valuation Discounts by Family-Owned Entities for Estate and Gift Tax Purposes
Warren R. Gleicher, Shirlee Y. Gordon; Olshan Frome Wolosky LLP;
Legal Alert/Article
September 11, 2016, previously published on September 1, 2016
The IRS recently issued proposed regulations which seek to reduce or eliminate the use of discounts in the valuation of assets for estate and gift tax purposes. If adopted, the regulations would have a significant impact on lifetime and death transfers.


HTMLIRS Proposes Dramatic Changes in Valuation Discounts for Family-Owned Businesses and Entities for Gift and Estate Purposes
Cummings Lockwood LLC;
Legal Alert/Article
September 9, 2016, previously published on September 1, 2016
On August 2, 2016, the IRS proposed major changes to the Regulations under Section 2704 of the Internal Revenue Code affecting how interests in family-held businesses are to be valued when transferred among family members. If made final, the proposed Regulations would dramatically affect the...


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