TRUSTS & ESTATES - MAY 2008
  
Get Acrobat Reader You must have Adobe Acrobat Reader to view these documents.
    

2 articles published in May 2008
Trusts & Estates Magazine

Florida Surprise
By Barry A. Nelson

Custom Bond Valuations Can Save Clients Money
By Barry A. Nelson & Michael Piwowar
Counterpoint by Kristopher Burak

Florida Surprise
Recent cases help keep the state's status as a haven - despite the 2005 Bankruptcy Act

This article addresses how you should hold title to your real property and financial investments to maximize asset protection.

READ MORE

Custom Bond Valuations Can Save Clients Money
Institutions get higher prices for bonds than individuals - yet standard bond valuations are based on the institutional prices. The result: individuals can pay unnecessarily high estate taxes. Time to stop that.

Filing a 706 with using standard valuations services where clients own a significant bond portfolio could possibly result in overpayment of estate taxes. Using a custom bond valuation may result in significant estate tax savings.

READ MORE

Top of Page

The following notice is required by the IRS: Any U.S. federal tax advice contained in the articles and information in this web site is not intended to be written or used, and cannot be used or relied upon, to avoid tax-related penalties under the Internal Revenue Code, or to promote, market or recommend to another any tax-related matter addressed herein.

 
 
  

 

     
  
Copyright © 1998 Nelson & Nelson, P.A. All rights reserved.  |  Web Site Agreement  l  Site last updated July 29, 2008

  

Get Acrobat Reader 
You must have Adobe Acrobat Reader
to view some files in this site.

Proud members of
The Aventura Marketing Council

estatetaxlawyers.com, estatetaxlawyer, estaxlawyers, estaxlawyer, nelson & nelson, attorneys, lawyers, law, legal counsel, legal services, aventura, north miami, miami beach, Hollywood, Hallandale, fort Lauderdale, florida, estate planning, techniques, estates, estate tax, tax planning, asset protection, assets, asset planning, corporate law, corporation formation, corporations, corporation taxation, individual taxation, probate, family limited partnerships, partnership law, partnerships, family partnerships, legal articles, legal publications, legal services, living trust, living will, llc, lllp, llp, pensions, post-mortem planning, qprt, qualified domestic trust, qualified personal residence trust, real estate, revocable inter vivos trust, right of survivorship, special needs beneficiary, special needs trust, survivorship accounts, tax issues, tax law, transferring assets, homestead, florida homestead, 529 education plans, accountants, applicable exclusion amount, beneficiary, burial arrangements, charitable gifts, charitable lead trust, charitable remainder trust, cpa, creditor protection, death with dignity agreement, disabled beneficiaries, durable power of attorney, economic growth and tax relief reconciliation act, egtrra, elective shares, estate tax loopholes, family trust, federal estate tax, generation skipping transfer taxes, grit, guardianship, irrevocable life insurance trust, joint tenants, jointly owned property, life insurance, marital deduction, barry nelson, judith nelson, judi, mirlene dubreuze, richard comiter, shelley patterson, shelley, slpprojects, weizmann institute of science, ficpa, florida bar, the bar, actec, martindale Hubbell, best lawyers, university of Miami, school of law, delaware