Month: January 2009
Posted on January 8, 2009
Obama Wants to Keep the $3.5 Million Estate Tax Exemption
Today’s Wall Street Journal has an article on the latest buzz on what the Democrats would like to do with the federal…
Categories
Category: Estate Tax
Posted on January 5, 2009
Offshore Trust Cases – Trading Jail for Protection?
Offshore trusts continue to be an effective asset protection tool, including in bankruptcy, tax litigation, and divorce situations, even when the facts…
Categories
Category: Trusts
Posted on
Finance Charity-Owned Life Insurance with your IRA
In a private Letter Ruling issued late in 2007, the IRS approved a clever technique to leverage a gift to your favorite…
Categories
Category: Charitable Gift Planning
Posted on January 3, 2009
Tulsa Estate Planning Blog
http://www.tulsaestateplanlaw.com/…
Categories
Category: Links
