President’s Death Tax Proposals Change Landscape
President Obama introduced his budget proposals on Valentine’s Day, and has dampened the enthusiasm for many changes and opportunities enacted in the Tax Relief Act of 2010 (TRA 2010). (more…)
Read MoreDynasty Trusts and Generation Skipping Trusts
An irrevocable dynasty trust is a gifting vehicle that offers a way to shift future appreciation of assets to others while fixing the gift tax cost at today’s asset values.…
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