Los Angeles Real Estate Litigation Lawyer Jeffer Mangels Butler & Mitchell LLP Home
Megan Earhart was the assistant editor for California Trusts & Estates Quarterly, Volume 21, Issue 3, 2015 (Tax Symposium).
Download this article as a PDF: The 13.3% Solution: of DINGs, NINGs, WINGs and Other ThINGs Wealthy taxpayers have now experienced the impact of higher federal and state income tax rates for a full year.1 Many have created or would like to create trusts for their children and grandchildren, which also could be subject to extraordinarily […]
Executive Summary The Obama Administration released its proposed budget for fiscal year 2014 on April 10, which included several proposals affecting estate planning. These are described in the Treasury Department’s General Explanations of the Administration’s Fiscal Year 2014 Revenue Proposals (commonly referred to as “the Greenbook”). Noticeable by its absence was the perennial proposal to […]
Maximizing 2012 Gifts: A New Concept for Procrastinators Originally published in the LISI Estate Planning Newsletter #1996 (August 7, 2012) at http://www.leimbergservices.com/ “The once-in-a-lifetime opportunity to gift $5 million without gift or GST tax will close on December 31, 2012. As of January 1, 2013, the gift tax exclusion will revert to $1 million and […]
Megan Earhart wrote the article ” How Low Can You Go: The New Standard for Testamentary Capacity” published in Los Angeles Daily Journal on April 11, 2012.
Gordon Schaller and Scott Harshman’s article, “Why Last Chance Estate Planning May End Soon” was reprinted by Steve Leimberg’s Estate Planning Newsletter, March 2012.
"Last Chance" Estate Planning May End SoonThis article was first published in the Orange County Business Journal, February 13, 2012 Much has been written about the perfect storm of estate planning: the coincidence of low values, low interest rates, valuation discounts and the $5 million ($10 million for a married couple) gift and estate tax […]
Burton Mitchell co-authored an article published recently by the California Trusts and Estates Quarterly entitled "To Bypass or Not Bypass, That is the Question: Using a Formula General Power of Appointment Clause to Address New Estate Planning Uncertainties."
Megan Earhart wrote the article “2nd District Decision Shields Trustees of Revocable Trusts from Liability” published on Oct. 20, 2011.
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 […]
