Author: Anthony P. Guettler

Jan 31

One of the most important decisions in establishing a trust is selecting the trustee, and determining the terms and method of trustee succession.  The role of the trustee can vary greatly depending upon the terms of the trust. In some instances, the trustee will have Read More

Oct 13

Estate planning is a personal decision and every client has the right to choose how their own assets will be devised. Aside from certain legal protections for a surviving spouse and minor children, there are very few limitations.  However, for clients who have decided to Read More

Jan 9

In the first hours of 2013, Congress approved the American Taxpayer Relief Act of 2012 (ATRA), which establishes the first “permanent” set of estate, gift and generation-skipping transfer (GST) tax provisions in twelve years.  Many of the Bush estate tax reductions were made permanent, with Read More

Aug 13

Many of our clients utilize trusts to meet their estate planning, asset protection, and tax planning goals.  In cases where trusts have been created for the future benefit of younger generations, there may be compelling reasons to conceal the existence of a trust.  For example, Read More

Sep 23

Historically, life insurance policies were relatively simple investments that could be easily managed without any specialized knowledge of modern life insurance complexities.  However, in today’s world, life insurance products have become increasingly more sophisticated.  If you are the trustee of an Irrevocable Life Insurance Trust (or any other trust Read More

Sep 21

The one-year “repeal” of the estate tax continues to surprise us.  One element of this change in the tax law for 2010 is the full repeal of the Generation Skipping Transfer tax (the “GST tax”).  And, with 3/4ths of the year gone, it is becoming less likely that Congress will do anything on a Read More

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