Steps to Establish Florida Domicile

    

 

Trust and Estates News Updates

10/30/2008 UPDATE:  The IRS has just announced that a donor's annual gift tax exclusion amount for gifts to individuals has been increased from $12,000 per year to $13,000 per year per person for gifts made on and after January 1, 2009. Payments to educational institutions for tuition and to health care providers for health care continue to be unlimited and are in addition to the annual exclusion amounts. The lifetime gift tax exempt amount for gifts in excess of the foregoing continues to be $1,000,000 per donor. The estate tax exempt amount increases to $3,500,000 for individuals dying on and after January 1, 2009.

 

Annual Trusts and Estates Update, November 2008

  • Year-End Tax Planning

  • The Need for Vigilance and Potential Adjustments in Estate Tax Formula Clauses

  • Multi-State Estate Planning

  • Trust Accountings

  • Meet Tasha Dickinson

  • Trust Decanting

  • De-Mutualizing Insurance Companies

  • SEC Amends Safe harbor for Resale of Restricted Securities

  • Documenting and Preserving Your Charitable Deduction

Annual Trusts and Estates Update, November 2007

  • Property Tax Reform

  • The 2% Floor

  • Private Foundation Annual Filing Requirements

  • Unintended Results of Formula Clauses in Estate Planning

  • The New Florida Trust Code

  • Creditor Protection for Inherited IRAs

  • What is a Security?

  • Buy-Sell Agreements

  • Meet Our Private Client Department Attorneys

Annual Trusts and Estates Update, November 2006

  • Revocable Trusts & Homestead

  • New Trust Code

  • Welcome Sal F. Bohsali

  • Intangible Tax Repealed

  • Annual Exclusion

  • Burial Requests

  • Declaration Naming a Preneed Guardian

  • The Pension Protection Act of 2006

  • Charitable IRA Distributions Under the Pension Act of 2006

  • Beware of New Rules of Fractional Gifts of Art

  • We Now Have  Jupiter Office

Annual Trusts and Estates Update, November 2005

  • Family Limited Partnership Update

  • Residuary Beneficiaries Entitled to Full Homestead Protection

  • Legislature Repeals Dead Person's Statute

  • Gift and Estate Tax Exclusion and Exemption

  • IRS Taxes Aim At Certain Charitable Contributions

  • Katrina Legislation Allows Increased Charitable Deductions

  • Florida Documentary Stamp Taxes

  • IRS Standard Mileage Rates

  • Bankruptcy Law Amended

  • Social Security Taxable Wage Base

  • Florida's Intangible Personal Property Tax

  • Welcome Attorney Brian D. Kennedy

Mid-Year Trusts and Estates Update, August 2005

  • Circular 230

  • Florida Intangibles Tax

  • Documentary Stamp Tax

  • Federal Estate Tax

  • New Bankruptcy Act

  • Coming Attractions

Annual Trusts and Estate Update, October 2004

  • Hurricane Tax Relief

  • Kimbell, Strangi, Thompson, Turner, Senda, et al.

  • Grantor Trusts

  • State Law -- Documentary Stamp Tax

  • New Provisions for Trust Accountings

  • Out-of-State Real Property

  • Working Families Tax Relief Act of 2004

  • Wealth Transfer Interest Rates