Category Archives: Estate Tax

Postpone Estate Tax Payment to Save the Family Business

What’s the best way to create wealth?  If I had a definitive answer, you can bet your margarita that I’d be typing this from a beach somewhere. From where I’m actually typing this — my Annapolis business law office — … Continue reading

Posted in Business Law, Estate Planning, Estate Tax, Succession Planning | Tagged , , , , , , , , , , , , , | 5 Comments

What ‘Closing Tax Loopholes’ Means for Your Estate Plan

After months of bitter campaigning, Democrats and Republicans in Congress finally seem to agree on something: closing tax loopholes. The idea is appealing as a way to reduce the deficit and avoid the fiscal cliff by increasing revenue without actually … Continue reading

Posted in Estate Planning, Estate Tax, GRAT | Tagged , , , , , , , , , , , , , | 6 Comments

How Will Estate Tax Changes Affect My Small Business?

Find out by checking out my guest post for Rocket Lawyer’s blog Everyday Law, “How Estate Tax Changes Could Affect Your Small Business.” Now that the election is the rearview mirror, we notice that we’ve been driving in the shadow of … Continue reading

Posted in Estate Planning, Estate Tax, Small Business Anonymous, Succession Planning | Tagged , , , , , , , , , , | 8 Comments

Estate Taxmageddon, Part IV: It’s a bird! It’s a plane! No it’s–Ed Hochuli and the Intentionally Defective Grantor Trust?

When the media spotlight is directed at a professional sports referee, it is seldom to commend him on a job well-done. In fact it’s usually quite the opposite, as anyone familiar with Monday night’s Seahawks-Packer’s atrocity game well knows. Not … Continue reading

Posted in Estate Planning, Estate Tax, Intentionally Defective Grantor Trust | Tagged , , , , , , | 1 Comment

Estate Taxmageddon, Part II: Smoked Turkey Legs and the Spousal Access Trust

Let’s talk turkey. It’s Friday and you’re back here. Meterologists promise prime football weather this weekend. The time is also right for some baseball, with the MLB season down to its final games and about half the league believing they … Continue reading

Posted in Estate Planning, Estate Tax, Spousal Access Trust | Tagged , , , , , , | 1 Comment