Estate Planning, Estate Taxes, Gift tax, Inheritance Trusts, Minor Trusts What to Consider Following the Increase in the Annual Gift Tax Exclusion In 2022 the annual exclusion for federal Gift Taxes was increased to $16 000 per individual annually. Even though a … March 14, 2022 2 MIN READ
Estate Planning The Residential Property Condition Disclosure Act and Estate Planning: Lessons Learned from Rickard v. Coulimore In the recent case of Rickard v. Coulimore the plaintiff purchased the subject residential real estate from a living trust. … March 24, 2022 2 MIN READ
International Trust Estate Planning a ‘Clifford Trust’ When planning an international trust a Clifford Trust will allow a grantor to transfer high net worth assets that produce … September 21, 2018 2 MIN READ