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Home / Archives for estate tax

How Estate Planning for a Family May Trap the Unwary Practitioner

April 12, 2022 by Brandon McGee

Attorneys have long advised entire families with respect to their estate planning. Ethics require attorneys to maintain a duty of loyalty to each client they represent and fully advise their clients regarding the structures they are recommending. Sometimes even when the transaction works exactly as intended, lawyers get sued. Read on to learn more. … [Read more...] about How Estate Planning for a Family May Trap the Unwary Practitioner

Filed Under: Estate Planning, Legal Education, tax Tagged With: attorney, consumer, estate tax, income tax, lawsuit, limited liability company, malpractice, partnership, sale to intentionally defective grantor trust

Don’t be a Turkey – Use Your Annual Per Donee Exclusion Amount

December 14, 2021 by Brandon McGee

As fall turns into winter and the holiday season arrives, it’s natural to review the year, plan for the next, and count your blessings. One of the ways to plan for the next year, and perhaps to address some outstanding concerns in this one, is to consider making annual per donee exclusion gifts. This article will explore annual exclusion gifting and demonstrate how gifts of seemingly modest amounts can be a powerful estate planning tool. Read on to learn more. … [Read more...] about Don’t be a Turkey – Use Your Annual Per Donee Exclusion Amount

Filed Under: Estate Planning, Legal Education Tagged With: annual giving, annual per donee exclusion, attorney, consumer, estate tax, gift tax, gifting

Dynasty Trusts

April 27, 2021 by Brandon McGee

DYNASTY

What’s a “Dynasty Trust?” Such a trust is one that continues for the maximum term possible. There can be estate tax advantages to such a trust. Read on to learn more. … [Read more...] about Dynasty Trusts

Filed Under: Estate Planning, Legal Education Tagged With: Dynasty Trust, estate planning, estate tax, GST exemption

Puerto Ricans are Unique, as Is Estate Planning for Them

October 1, 2020 by Brandon McGee

Puerto Ricans hold a unique position under U.S. law. U.S. estate taxation treats those from Puerto Rico different from other U.S. citizens or citizens from other countries. Read on to learn more. … [Read more...] about Puerto Ricans are Unique, as Is Estate Planning for Them

Filed Under: Estate Planning, Legal Education Tagged With: estate planning, estate tax, Puerto Rico

Grantor Trusts Provide Flexibility and Ease

July 1, 2020 by Brandon McGee

A trust may be taxed as either a grantor trust or a nongrantor trust. Each type of trust has advantages and disadvantages. This article examines a grantor trust and situations in which it might be useful. Grantor Trusts Provide Flexibility and Ease … [Read more...] about Grantor Trusts Provide Flexibility and Ease

Filed Under: Estate Planning, Legal Education Tagged With: estate tax, gift tax, step-up, taxation, trust

When and Where You Die Matters

June 14, 2020 by Brandon McGee

Where you die matters. While you’ll pay the same federal estate tax no matter where you die, 1/3 of the states have a separate estate or inheritance tax. The most populous state, California, is the latest state to consider adding a state estate tax. Read on to learn more. When and Where You Die Matters … [Read more...] about When and Where You Die Matters

Filed Under: Estate Planning, Legal Education Tagged With: estate tax, gift tax, inheritance tax, state estate tax

New Estate Tax Proposal

April 1, 2019 by Brandon McGee

A new estate tax proposal would lower the amount passing free from tax to $3.5 million and increase the rates of taxation. It would also eliminate some tried and true strategies for reducing estate taxation. Read on to learn more about this proposal and its prospects. New Estate Tax Proposal … [Read more...] about New Estate Tax Proposal

Filed Under: Estate Planning, Legal Education Tagged With: Bernie Sanders, estate tax, tax proposal

Estate Planning: It’s Not Just About the Estate Taxes

August 2, 2018 by Brandon McGee

The recent tax law temporarily doubled the estate tax exemption. That doesn’t mean there’s no need for estate planning. Estate plans consider many important aspects, not just estate taxes. This article examines some of the many considerations besides estate taxes. Estate Planning: It’s Not Just About the Estate Taxes … [Read more...] about Estate Planning: It’s Not Just About the Estate Taxes

Filed Under: Estate Planning, Legal Education Tagged With: beneficiary, beneficiary designation, estate planning, estate tax, income tax, trust

Planning for the International Client

July 2, 2018 by Brandon McGee

Estate planning for the international client can be tricky. This article looks at the estate tax treatment of U.S. citizens and non-resident aliens. The article then looks at an example of someone who lived in the U.S. and then departed. Planning for the International Client … [Read more...] about Planning for the International Client

Filed Under: Estate Planning, Legal Education Tagged With: estate planning, estate tax, green card holder, international non-resident alien, lawful permanent resident alien

How Tax Reform Could Impact Various Families

June 20, 2018 by Brandon McGee

Learn how the Republican blueprint for tax reform would impact different families from an estate planning perspective. How Tax Reform Could Impact Various Families … [Read more...] about How Tax Reform Could Impact Various Families

Filed Under: Estate Planning, Legal Education Tagged With: blueprint, capital gains, discounting, estate planning, estate tax, taxes

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May 25, 2021
    

Brandon McGee is knowledgeable, experienced and professional regarding Estate Planning. The entire process of multiple meetings to establish our input, draft and sign documents and fund the Trust were well organized and clearly explained. At completion, we were presented with a very well organized binder with the documents (both paper and electronic) and lists for future action.  In short, we find Brandon McGee and his staff to be competent, professional and friendly. ~ Brian C.

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