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Wealth Transfer Newsletter December 2014
Current Developments, Planning Opportunities & Updates
Wealth Transfer Team
December 2014

In this edition of our newsletter, we reflect on various matters including irrevocable trusts, estate and tax planning innovations and income tax planning opportunities.


Wealth Transfer Newsletter June 2012
Current Developments, Planning Opportunities & Updates
Wealth Transfer Team
June 2012

In this edition of our Newsletter, we reflect on various matters including the 2013 Greenbook Proposals, Beneficiary Defective Inheritor Trust, and planning opportunities in a favorable interest rate environment.


Wealth Transfer Newsletter October 2011
Current Developments, Planning Opportunities & Updates
Wealth Transfer Team

In this edition of our Newsletter, we reflect on various matters including Re-Roth Your IRA, Fiduciary Litigation, and the availability of Portability due to TRA 2010.


Wealth Transfer Newsletter February 2011
Current Developments, Planning Opportunities & Updates
Wealth Transfer Team
February 2011

In this edition of our Newsletter, we reflect on various matters surrounding the Tax Relief Act of 2010 including what it means to one's estate planning documents and planning opportunities available as a result of TRA 2010.


Wealth Transfer Practice Group Alert
Wealth Transfer Team
December 22, 2010

The Wealth Transfer team released a Wealth Transfer alert on December 22, 2010 regarding President Obama signing into law the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the "2010 Bill").


SALT Newsletter
Taxation Group
October 2010

The Taxation Team has released its inaugural state and local tax ("SALT") newsletter. This newsletter highlights recent developments in North Carolina and South Carolina tax law.


Wealth Transfer Newsletter
Current Developments: Planning Opportunities and Updates
Wealth Transfer Team
May 2010

In this edition of our Newsletter, we reflect on various matters including - Roth IRA conversion, legislation updates, and gifts and GRATs.


Wealth Transfer Newsletter
Current Developments, Highlights & Changes
Wealth Transfer Team
December 2009, Wealth Transfer Newsletter - December 2009

In this edition of our Newsletter, we reflect on various matters including- the latest on Estate Tax Legislation and planning opportunities with IRAs.


Wealth Transfer Newsletter
Current Developments, Highlights & Changes
Wealth Transfer Practice Group
August 2009

In this edition of our Newsletter, we reflect on various matters including: pending legislation, important income tax considerations, and the continued viability GRATs.


Wealth Transfer Newsletter
Current Developments, Highlights and Legislative Changes
Wealth Transfer Practice Group
April 2009

President Obama has signed one of the most significant pieces of legislation to have been passed by Congress, the American Recovery and Reinvestment Act of 2009 (the “Stimulus Act”). In this edition of the Newsletter, we will highlight for you portions of the Stimulus Act that we believe would be most relevant to the wealth transfer planning area.


Wealth Transfer Newsletter
Current Developments, Highlights and Legislative Changes
Wealth Transfer Practice Group
November 2008

The economy and our financial institutions have seen unprecedented losses and hardships and those just elected face monumental challenges. Our team remains committed to providing you with pertinent information and guidance as you navigate through these times. This Newsletter marks our first regularly scheduled update giving you highlights relevant to estate and tax planning matters, current information on the latest strategies and techniques that may be helpful as you evaluate your own estate situation, and the latest on the ever-changing tax laws.


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