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GRAT Planning For Federal Estate Tax Savings Under Scrutiny

The Grantor Retained Annuity Trust (GRAT) has been an excellent and widely used federal estate tax savings tool.  However, President Obama took aim at the GRAT in his 2011 budget proposals.  Additionally, the House has included provisions targeting short-term and rolling GRAT planning tools in legislation that has passed at that level.  Although that particular House …

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Federal Estate Tax Law Not To Be Addressed Until Fall or After

No Federal Estate Tax Answers forthcoming this Summer. By: Douglas L. Kaune, Esq. Congress is entering its August recess and there has been no progress made on the topic of Estate Tax Reform. Analysts are clearly thinking that the Estate Tax issue will not be addressed until the Fall or later. Interestingly, everyone, including members …

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Steinbrenner’s Death In 2010 Saves Heirs $500 Million!!

Some people are very skilled at making money and protecting what they make from taxes during their lifetimes. Now, some wealthy individuals can even manage to make/save money just based on their dates of death. George Steinbrenner, an amazing businessman and majority owner of the New York Yankees, is the most iconic symbol of this …

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West Chester, PA
17 West Gay Street
P.O. BOX 515
West Chester, PA 19380
(610) 692-1371
Phoenixville, PA
120 Gay Street
P.O. Box 289
Phoenixville, PA 19460
(610) 933-8069