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Get The Latest on Grantor Trusts In Torrance, California

“Income-tax rates are going up so it becomes more expensive for a grantor to maintain the grantor trust status of a trust they’ve set up,” says Lynn Halpern Lederman, managing director and senior fiduciary counsel – Northeast Region at Bessemer Trust, a New York firm...

Estate Planning Tools In Torrance, California Affected by President’s Budget Proposal

… The new budget proposal targets various estate planning tools utilized by taxpayers in an effort to limit tax loopholes and generate revenue In the midst of the budget battlefield, many estate planning attorneys are closing watching the President’s budget proposal....

Fiscal Cliff Deal Leaves Some Estate Planning Tools on the Table In Torrance, California

The good news is that the New Year’s day passage of the American Taxpayer Relief Tax Act Of 2012 or ATRA ended 12 years of uncertainty about how much could pass tax free; what the tax will be on transfers above that amount; and even whether there would be an estate...