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By Jennifer Davis, Elizabeth Pack on October 20, 2020 at 1:30 PM

Wedding rings on pile of moneyThis is the eighth installment in a blog series on opportunities for tax planning in the current low-interest rate environment. Read our previous installments here.

A Spousal Lifetime Access Trust (SLAT) is a type of trust that provides an opportunity for the grantor of the trust to utilize his or her remaining estate and gift tax exemption while also allowing the grantor’s spouse to benefit from the assets transferred.

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By Jennifer Davis, Serafina Nicolais on August 26, 2020 at 12:00 PM

This is the seventh installment in a blog series on opportunities for tax planning in the current low-interest rate environment. Read our previous installments here.

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By Keith Grissom, Jennifer Davis, Elizabeth Pack on August 19, 2020 at 9:30 AM

This is the sixth installment in a blog series on opportunities for tax planning in the current low-interest rate environment. Read our previous installments here. The next post will conclude the series with a discussion of charitable giving.

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By Keith Grissom, Jennifer Davis, Elizabeth Pack on August 12, 2020 at 12:00 PM

This is the fifth installment in a blog series on opportunities for tax planning in the current low-interest rate environment. Read our previous installments here. Future installments will cover installment sales to defective grantor trusts and charitable giving.

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By Keith Grissom, Jennifer Davis, Elizabeth Pack on August 4, 2020 at 3:00 PM

This is the fourth installment in a blog series on opportunities for tax planning in the current low-interest rate environment. Read our previous installments here. Future installments will cover family limited partnerships and limited liability companies, installment sales to defective grantor trusts, and charitable giving.

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By Keith Grissom, Jennifer Davis, Elizabeth Pack on July 27, 2020 at 3:00 PM

This is the third installment in a seven-part blog series on opportunities for tax planning in the current low-interest rate environment. Read our previous installments here. Future installments will cover creating Grantor Retained Annuity Trusts, family limited partnerships and limited liability companies, installment sales to defective grantor trusts, and charitable giving.

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By Jennifer Davis, Betty Schaefer on July 23, 2020 at 4:00 PM

For the parents of students entering college this fall, there are some unique challenges in store. In navigating all the changes related to the pandemic’s effect on college students, it’s possible you are missing one of the most important items: Having your child sign durable powers of attorney.

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By Keith Grissom, Jennifer Davis, Elizabeth Pack on July 20, 2020 at 3:00 PM

This is the second installment in a blog series on opportunities for tax planning in the current low-interest rate environment. Read our overview in Part 1 here. Future installments will cover making or refinancing loans, creating Grantor Retained Annuity Trusts, family limited partnerships and limited liability companies, installment sales to defective grantor trusts, and charitable giving.

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By Jennifer Davis, Nina Windsor on July 15, 2020 at 11:00 AM

The COVID-19 pandemic has forced many people to think pragmatically about the possibility that they or their loved ones might fall ill. Having an estate plan in place can ensure that your wishes are honored and your loved ones are taken care of in the event of your incapacity or death.

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By Keith Grissom, Jennifer Davis, Elizabeth Pack, Nina Windsor on July 13, 2020 at 5:00 PM

This is the first in a blog series on opportunities for tax planning in the current uncertain, low-interest rate environment. Future installments will cover one-time and annual gifting, making or refinancing loans, creating Grantor Retained Annuity Trusts, family limited partnerships and limited liability companies, installment sales to defective grantor trusts, and charitable giving.

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