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Burton A. Mitchell

Trusts & Estates

Elite Advisor Forum: Top 10 Estate Planning Mistakes–Part 2

Jill Henderson and Burton Mitchell’s article titled “Top 10 Estate Planning Mistakes (Part 2 of 2)” was published by the Elite Advisor Forum. The article begins below. For Part 1, click here. Top 10 Estate Planning Mistakes (Part 2 of 2) By Burton Mitchell and Jill Skinner This article was first published as a two-part […]

Trusts & Estates

Elite Advisor Forum: Top Ten Wealth Planning Mistakes–Part 1 of 2

Jill Henderson and Burton Mitchell’s article titled “Top Ten Wealth Planning Mistakes (Part 1 of 2)” was published in the Elite Advisor Forum. Part 1 begins below. Top 10 Estate Planning Mistakes (Part 1 of 2) By Burton Mitchell and Jill Skinner This article was first published as a two-part series by the Elite Advisor […]

Taxation and Trusts & Estates

Elite Advisor Forum: GRATs: Time Is Running Out

Burton Mitchell‘s article titled “GRATs: Time Is Running Out” was published in the Elite Advisor Forum. To view this article as a pdf, click here. “By transferring appreciating assets to a GRAT, individuals may transfer those assets free of gift or estate taxes, provided the grantor outlives the GRAT annuity term and the transferred assets […]

Taxation

JMBM Focus: ALERT: UBS and Offshore Account Reporting Amnesty

OFFSHORE ACCOUNT AMNESTY PROGRAM UBS has agreed to give the IRS a list of more than 4,450 names of U.S. persons with UBS Swiss bank accounts. Whether or not your name appears on the UBS list, if you had an unreported offshore account (with UBS or otherwise) at any time during the past six years, […]