Searching Content indexed under Inheritance Tax by Dickinson Wright PLLC ordered by Published Date Descending.
Links to Result pages
Protect Your Assets By Having A Will Or Trust In Place
In 2019, each individual may gift $15,000 to another individual in 2019, without filing a Form 709 Federal Gift Tax Return.
United States
15 Jul 2019
IRA, 401(K), Profit Sharing Beneficiary Designations: Time To Check Them Out!!
I bet you have no idea what would happen if your intended beneficiaries pass away other than in the order you assume.
United States
1 Nov 2018
When To Gift – Now Or Later? (The Step-Up In Basis Dilemma)
The estate and gift tax exemption was raised to $11,180,000 per person for 2018, and will increase based on inflation each year until 2026 when it will return to the amount ...
United States
5 Jun 2018
The End to Discounts for Transfers of Interests in Family Business Entities
Congress took steps to limit the use of discounting techniques when it enacted Section 2704 of the Internal Revenue Code in 1990.
United States
1 Sep 2016
Recent Changes In Estate Planning Laws May Be Cause For Review Of Your Estate Plan
You may have an "AB Trust" or "ABC Trust," or a Family Trust that creates a Decedent's Trust (also referred to as a "Bypass Trust") and a Survivor's Trust on the death of the first of you or your spouse.
United States
9 May 2016
The American Taxpayer Relief Act Of 2012 Stabilizes Federal Estate, Gift And Generation-Skipping Transfer Tax Law
The American Taxpayer Relief Act 2012 also includes a two-year extension of the "on-again, off-again" IRA charitable rollover provision that lapsed on December 31, 2011.
United States
22 Jan 2013
Use It Or Lose It - Short Lived Estate Tax Breaks Are Coming To An End
Individuals currently have an opportunity to transfer meaningful family wealth without incurring estate or gift tax.
United States
23 Oct 2012
US Estate Tax Update : Cross Border Planning
U.S. transfer taxes consist of three tax regimes: estate tax, gift tax and generation skipping transfer tax. For the purposes of this newsletter we will focus on the U.S. estate tax.
United States
3 May 2012
Estate Tax Relief Arrives: The Exclusion Is Up And The Rate Is Down
Just after midnight on December 17, 2010, Congress made welcome changes to our gift, estate, and generation-skipping transfer tax system--at least during the period from 2010 through 2012.
United States
17 Jun 2011
U.S. Surpreme Court decision highlights importance of updating beneficiary designations
The authors’ more extensive article on Kennedy v. Plan Administrator for DuPont Savings and Investment Plan was published as a feature story in Michigan Lawyer’s Weekly on October 26, 2009.
United States
18 May 2010
Links to Result pages