President Trump signed into law H.R. 1, which has a major impact on estate planning. The new law doubled the federal exemption for estate tax, gift tax and the tax on generation-skipping transfers (GST), starting January 1, 2018; the lifetime exemption for each of these taxes is now $11.2 million per taxpayer. Married couples together […]
Jamie Ogden’s article “Important tax news for owners of Partnerships and LLCs” was republished by Hotel Online.
In the May 2017 issue of Los Angeles Lawyer, JMBM tax attorney Brad S. Cohen writes about Tax and Estate Planning for Postmortem Celebrity. “Does a studio have the right to use a celebrity’s image after his or her death? If so, is there any way to plan ahead to avoid the misappropriation of a celebrity […]
Alex Bruin contributed to the publication, “A Tax Penalties Primer for Estates and Trusts Attorneys,” presented at EPI 2017: The 39th Annual UCLA/CEB Estate Planning Institute.
Gordon Schaller’s and Eric Bardwell’s article, “Double Whammy: Federal Estate Tax Repeal Could Substantially Increase Tax For California Residents” was published in the LISI Estate Planning Newsletter.
Alex Bruin contributed to the publication, “Advising the Foreign Private Client – Fundamentals of U.S. Estate, Gift and GST Tax Planning,” presented at NYSBA-STEP 13th Annual International Estate Planning Institute.
With all of the talk about potential repeal of the federal estate tax1, many people have decided to postpone further estate planning, hoping that the repeal will occur. However, Californians should hold out no such hope. On February 21, 2017, California State Senator Scott Wiener announced a ballot measure, Senate Bill 726, that would create […]
Alex Bruin contributed to the publication “What Every Domestic Estate Planner Should Know About International Planning” which was presented at the Dallas Estate Planning Council.
Eric Bardwell and Gordon Schaller’s blog article was featured by Wealth Strategies Journal and the Real Property Trust and Estate Law eReport.
Megan Earhart co-wrote the article “New Rules for Basis Consistency Reporting of Inherited Assets” published in Los Angeles Lawyer.