Brad Cohen’s article “Achieving True Privacy for Public Figures Through Privacy Trusts,” was published in the May issue of Los Angeles Lawyer on May 1st, 2019.
Burton Mitchell was profiled in the Baruch Alumni Magazine on November 29, 2018.
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 […]
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.
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 […]
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.
On August 2, 2016, the Treasury Department issued Proposed Regulations to Section 2704 of the Internal Revenue Code. These proposed regulations are directed at family controlled entities (many of which hold operating businesses and/or real estate), including corporations, partnerships and limited liability companies. These regulations, if finalized, will substantially limit or eliminate the ability to […]