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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").


Wealth Transfer Newsletter November 2010
Current Developments: Planning Opportunities & Updates
Wealth Transfer Team
November 2010

In this edition of our Newsletter, we reflect on various matters including - current developments in tax and estate planning, transfers to GST exempt trusts in 2010, and planning opportunities in a favorable interest rate environment.


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.


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