-
February 2012 Newsletter
FALLING INTEREST RATES ALLOW FOR GIFTING AT
SUBSTANTIALLY REDUCED TAX VALUES
Timothy C. Polacek and DeEtte L. Loeffler
WHY PORTABILITY MAY SIMPLIFY MANY ESTATE PLANS
Timothy C. Polacek and DeEtte L. Loeffler
LEGISLATIVE UPDATE
-
January 2012 Newsletter
TIME FOR YOUR ANNUAL CHECK-UP: NEW YEAR’S REVIEW OF
YOUR PLAN AND ASSETS
DeEtte L. Loeffler
LEGISLATIVE UPDATE
-
December 2011 Newsletter
PREVENTING TRUST LITIGATION
Judy S. Bae
DON’T FORGET TO MAKE YOU ANNUAL GIFTS
Mary J. Peshel
LEGISLATIVE UPDATE
-
November 2011 Newsletter
CHARITABLE GIVING
Ray W. Ridlon
ADDITIONAL FOREIGN ASSETS REQUIRE REPORTING TO THE IRS
DeEtte L. Loeffler
LEGISLATIVE UPDATE: PROPOSED JOBS ACTS
-
October 2011 Newsletter
CHOOSING A TRUSTEE
Mary J. Peshel
WHAT WEALTHY INDIVIDUALS CAN EXPECT FROM THE PROPOSED
AMERICAN JOBS ACT(AND OTHER TAX CHANGES)
DeEtte L. Loeffler
-
September 2011 Newsletter
CHOOSING THE RIGHT LEVEL OF CARE
DeEtte L. Loeffler
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Special
Edition - August 2011
DON’T WAIT - YOU MAY ONLY HAVE UNTIL NOVEMBER TO MAKE
TRANSFERS
DeEtte L. Loeffler
-
August 2011
Newsletter
WILL CONGRESS AMEND THE TAX CODE?
UPDATE YOUR ESTATE PLAN BEFORE YOUR NEXT BIG TRIP
DeEtte L. Loeffler
NEW ANTI-DEFICIENCY STATUTES FOR CALIFORNIA SHORT SALES
Ray W. Ridlon
-
July 2011
Newsletter
PLANNING TO BENEFIT A FOREIGN SPOUSE OR CHILD
DeEtte L. Loeffler
Part 2: IRAs AND PORTABILITY: A GOOD SYNERGY
Bradford N. Dewan
-
June 2011
Newsletter
SERVING AS TRUSTEE: Part V - DISTRIBUTIONS TO
BENEFICIARIES
Mary J. Peshel
Note: All 5 parts
to "SERVING AS TRUSTEE" can be found in one document by clicking
here.
IRAs AND PORTABILITY: A GOOD SYNERGY - Part 1
Bradford N. Dewan
Legislative Updates
-
May 2011
Newsletter
SERVING AS TRUSTEE: Part IV - TRUSTEE LIABILITY
Mary J. Peshel
PREMARITAL AGREEMENTS: IS ONE RIGHT FOR YOU?
DeEtte L. Loeffler
TRANSFERRING WEALTH DURING THE "TENS" DECADE: SHOULD ASSETS BE
"FROZEN" OR "ELIMINATED"?
Timothy C. Polacek
-
April 2011
Newsletter
THE RETURN OF THE CALIFORNIA ESTATE TAX?
Timothy C. Polacek
SERVING AS TRUSTEE: PART III - PAYING TAXES AND FUNDING SUBTRUSTS
Mary J. Peshel
DON'T FORGET TO FILE A GIFT TAX RETURN
DeEtte L. Loeffler
-
March 2011
Newsletter
SERVING AS TRUSTEE: Part II
- DEALING WITH ASSETS AND EXPENSES
Mary J. Peshel
CLIENTS SHOULD “FEAR” WHEN REVIEWING
ESTATE PLANNING DOCUMENTS
Timothy C. Polacek
-
February 2011
Newsletter
SERVING AS A TRUSTEE: PART I - INITIAL TRUSTEE
DUTIES
Mary J. Peshel
LOWER PROPERTY TAXES STILL AVAILABLE
Ray W. Ridlon
SMALL BUSINESS OWNERS WHO INCORPORATE MAY SAVE ON TAXES
Bradford N. Dewan
-
January 2011
Newsletter
The 2010 Tax Relief Act Offers New
Estate Planning Opportunities
Timothy C. Polacek and DeEtte
L. Loeffler
Foreign Assets and Gifts must Be Reported to the
IRS
DeEtte L. Loeffler
