Stephen J. Dunn, specialist in tax and trust and estate law at Demorest Law Firm, PLLC, presents a recent article entitled “Beyond GRATS and IDGTS.” In the article, Dunn explains how certain schemes used since the early 1990s to circumvent the Federal estate tax have largely failed in achieving their objective of reducing the value [...]
Stephen J. Dunn, a specialist in tax and estate planning issues at Demorest Law Firm, PLLC, recently wrote an article entitled “The Troublesome Joint Tax Return”. The article was published in the March/April 2009 issue of the EA Journal. This Journal is published by the National Association of Enrolled Agents, an organization representing professionals licensed [...]
Your estate plan should: Make sure that your property goes to the persons you want to receive it. Avoid taxes on succession to your property. Avoid probate on succession to your property. Protect your property from claims of creditors. Appoint an attorney-in-fact to make transactions in your property, and a patient advocate to make medical [...]
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