Shumaker is pleased to present the July/August 2014 issue of The Estate Planner.
In it we discuss:
- Net Gain For Taxpayers – Tax Court Approves Net Gift Strategy
- Estate Planning For The Young And Affluent – How To Hedge Your Bets
- Wealth Preserver – Use An ILIT To Shield Life Insurance Proceeds From Estate Tax
- Estate Planning Red Flag – Your Spouse’s Estate Didn’t Make The Portability Election
We welcome any questions or comments.
William R. Swindle, Co-Chair
Shumaker, Loop & Kendrick, LLP
Trusts and Estates Department
For more information, please contact a Shumaker attorney in any of these practice areas:
Trust and Estate Administration