Works matching DE "GRANTOR trusts"

Results: 133

Grantor Trust Gambits.

Published in:

Tax Lawyer, 2024, v. 78, n. 1, p. 117

By:

MCCOUCH, GRAYSON M. P.

Publication type:

Article

Reduce Risk and Enhance Wealth Transfer in Your GRAT.

Published in:

Journal of Wealth Management, 2016, v. 19, n. 2, p. 17, doi. 10.3905/jwm.2016.19.2.017

By:

RETZLAFF, TODD

Publication type:

Article

Intergenerational GRATs: Moving Wealth to Grandchildren and Beyond.

Published in:

Journal of Wealth Management, 2009, v. 12, n. 1, p. 32, doi. 10.3905/JWM.2009.12.1.032

By:

WEINREB, DAVID L.;
LITMAN, WARREN

Publication type:

Article

In Defense of Sales to Defective Grantor Trusts.

Published in:

Utah Bar Journal, 2011, v. 24, n. 1, p. 28

By:

Steed, Jeffrey D.

Publication type:

Article

Use of Pooled Special Needs Trusts in Estate Planning.

Published in:

NAELA Journal, 2024, v. 20, n. 2, p. 63

By:

Crane, Jennifer A.

Publication type:

Article

SPECIAL NEEDS TRUSTS: REFLECTIONS ON COMMON BOILERPLATE PROVISIONS.

Published in:

NAELA Journal, 2010, v. 6, n. 2, p. 89

By:

Pennell, Jeffrey N.

Publication type:

Article

Taking the QPRT Up a Notch.

Published in:

Journal of Financial Planning, 2007, v. 20, n. 4, p. 46

By:

Gallo, Jon

Publication type:

Article

Rolling or Selling Grantor Retained Income Trusts for Estate Planning.

Published in:

Journal of Financial Planning, 2005, v. 18, n. 12, p. 26

By:

Gallo, Jon

Publication type:

Article

Maybe It Works, Maybe It Doesn't: Installment Sales to Grantor Trusts.

Published in:

Journal of Financial Planning, 2003, v. 16, n. 4, p. 38

By:

Gallo, Jon J.

Publication type:

Article

The IDGT: The Effective Defective Trust.

Published in:

Journal of Financial Planning, 2002, v. 15, n. 9, p. 120

By:

Stone, Mark

Publication type:

Article

Creative Uses of QPRTs.

Published in:

Journal of Financial Planning, 2002, v. 15, n. 2, p. 28

By:

Gallo, Jon J.

Publication type:

Article

Using QPRTs.

Published in:

Journal of Financial Planning, 1994, v. 7, n. 3, p. 106

By:

Brody, Lawrence;
Rothermich, Douglas

Publication type:

Article

True GRIT.

Published in:

Journal of Financial Planning, 1992, v. 5, n. 2, p. 56

By:

McDevitt, Timothy J.

Publication type:

Article

Tax Consequences for Foreign Holders of Oil and Gas Royalty Trust Units.

Published in:

International Tax Journal, 2012, v. 38, n. 1, p. 13

By:

Heyen, Lindsay J.;
Louie, Victoria V.

Publication type:

Article

Resolving Unfairness in a Fair Way: How the Grantor Trust Rules Should Be Reformed.

Published in:

Brigham Young University Law Review, 2023, v. 48, n. 7, p. 2311

By:

Anderson, Aaron T.

Publication type:

Article

Step-Up in Basis in a Distribution from an Irrevocable Grantor Trust.

Published in:

Journal of Financial Service Professionals, 2022, v. 76, n. 6, p. 54

By:

Commito, Thomas F.

Publication type:

Article

Grantor-Trust Income Tax Reporting Obligations: A Definitive Field Guide and Suggested Best Practices.

Published in:

Journal of Financial Service Professionals, 2022, v. 76, n. 2, p. 59

By:

Stanaland, Terence B.

Publication type:

Article

The Battle over Grantor Trusts.

Published in:

Journal of Financial Service Professionals, 2022, v. 76, n. 2, p. 11

By:

Commito, Thomas F.

Publication type:

Article

Qualified Personal Residence Trust Sales in an Active Real Estate Market.

Published in:

Journal of Financial Service Professionals, 2021, v. 75, n. 3, p. 17

By:

Reardon, Dennis C.

Publication type:

Article

Opportunistic Estate Planning Lemonade Amid Market Volatility.

Published in:

Journal of Financial Service Professionals, 2020, v. 74, n. 4, p. 16

By:

Parthemer, Mark R.

Publication type:

Article

Revisions and Reconsiderations with the New Tax Law.

Published in:

Journal of Financial Service Professionals, 2018, v. 72, n. 5, p. 21

By:

Reardon, Dennis C.

Publication type:

Article

Hedging Techniques in Estate Planning.

Published in:

Journal of Financial Service Professionals, 2015, v. 69, n. 1, p. 19

By:

Reardon, Dennis

Publication type:

Article

A Review and Assessment of Using Grantor-Retained Annuity Trusts to Affect Tax-Free inter Vivos Wealth Transfers.

Published in:

Journal of Financial Service Professionals, 2014, v. 68, n. 4, p. 56

By:

Fuller, Robert;
Murphy, Daniel

Publication type:

Article

Transfer Taxes Stay but Low Interest Rates May Go.

Published in:

Journal of Financial Service Professionals, 2013, v. 67, n. 5, p. 19

By:

Reardon, Dennis C.

Publication type:

Article

Shelf Grantor-Retained Annuity Trusts (GRATs): A Way to Hedge GREAT Planning?

Published in:

Journal of Financial Service Professionals, 2013, v. 67, n. 2, p. 18

By:

Parthemer, Mark R.

Publication type:

Article

Welcome to 2013: Spousal Access Trusts Still Attractive for Business Owners.

Published in:

Journal of Financial Service Professionals, 2013, v. 67, n. 1, p. 17

By:

Reardon, Dennis C.

Publication type:

Article

Fractional Interest Transfers Offer Tax Discounts.

Published in:

Journal of Financial Service Professionals, 2010, v. 64, n. 5, p. 12

By:

Reardort, Dennis C.

Publication type:

Article

Enhance Your Estate Planning: Diversification, GRATs and Putting in One Egg per Basket!

Published in:

Journal of Financial Service Professionals, 2010, v. 64, n. 4, p. 18

By:

Parthemer, Mark R.

Publication type:

Article

Estate Planning in the Current Recession.

Published in:

Journal of Financial Service Professionals, 2009, v. 63, n. 2, p. 8

By:

Kurlowicz, Ted

Publication type:

Article

Estate Planning Challenge: Be Nimble, but Steady in Steering through the Storm.

Published in:

Journal of Financial Service Professionals, 2009, v. 63, n. 1, p. 17

By:

Reardon, Dennis

Publication type:

Article

Estate and Gift Tax Planning for the Noncitizen Spouse.

Published in:

Journal of Financial Service Professionals, 2007, v. 61, n. 5, p. 42

By:

Muldoon, Margaret A.;
Cymbal, Kenneth M.;
Barrett, Thomas E.

Publication type:

Article

Recent Rulings Address Grantor Trust Planning.

Published in:

Journal of Financial Service Professionals, 2007, v. 61, n. 2, p. 7

By:

Commito, Thomas E.

Publication type:

Article

Gifting with Strings Attached.

Published in:

Journal of Financial Service Professionals, 2005, v. 59, n. 4, p. 82

By:

Hager, Gary K.

Publication type:

Article

Proposed Section 671 regulations relating to application of grantor trust rules to nonexempt...

Published in:: Tax Executive, 1997, v. 49, n. 2, p. 171
Publication type:: Article

SUBCHAPTER J AFTER TAX REFORM: TEN PLANNING CONSIDERATIONS.

Published in:

Real Property, Trust & Estate Law Journal, 2019, v. 54, n. 1, p. 47

By:

Malviya, Raj A.;
Ross, Brandon A. S.

Publication type:

Article

THE PRIVATE TRUST COMPANY: A DIY FOR THE ÜBER WEALTHY.

Published in:

Real Property, Trust & Estate Law Journal, 2017, v. 52, n. 1, p. 121

By:

Weeg, Christopher C.

Publication type:

Article

THE INTERSECTION OF TRUSTS AND ANTI-TRUST: WHY YOU, AN ESTATE PLANNER, SHOULD CARE ABOUT HART-SCOTT-RODINO.

Published in:

Real Property, Trust & Estate Law Journal, 2017, v. 51, n. 3, p. 431

By:

Waxenberg, Jay D.;
Lederman, Jason A.

Publication type:

Article

DRAFTING TO EFFECTUATE GRANTOR'S RETENTION DESIRES WITH RESPECT TO PUBLICLY HELD SECURITIES.

Published in:

Real Property, Trust & Estate Law Journal, 2011, v. 46, n. 2, p. 199

By:

Kiziah, Trent S.;
Campbell, Lori J.

Publication type:

Article

CREATING INTENTIONAL GRANTOR TRUSTS.

Published in:

Real Property, Trust & Estate Law Journal, 2009, v. 44, n. 2, p. 207

By:

Akers, Stephen R.;
Blattmachr, Jonathan G.;
Boyle, F. Ladson

Publication type:

Article

UNTANGLING THE STRINGS: TRANSFER TAXATION OF RETAINED INTERESTS AND POWERS.

Published in:

Akron Law Review, 2015, v. 48, n. 3, p. 1

By:

Reiber, Matthew A.

Publication type:

Article

Like-Kind Exchange Corner.

Published in:

Journal of Passthrough Entities, 2010, v. 13, n. 2, p. 19

By:

Foster, Mary B.

Publication type:

Article

Estate & Succession Planning Corner.

Published in:

Journal of Passthrough Entities, 2009, v. 12, n. 4, p. 7

By:

Harrison, Louis S.

Publication type:

Article

S Corporation Corner.

Published in:

Journal of Passthrough Entities, 2009, v. 12, n. 2, p. 25

By:

Walthall, Robert C.

Publication type:

Article

Estate & Succession Planning Corner.

Published in:

Journal of Passthrough Entities, 2009, v. 12, n. 2, p. 19

By:

Harrison, Louis S.

Publication type:

Article

Estate & Succession Planning Corner.

Published in:

Journal of Passthrough Entities, 2007, v. 10, n. 4, p. 7

By:

Richman, Lawrence I.

Publication type:

Article

Estate & Succession Planning Corner.

Published in:

Journal of Passthrough Entities, 2007, v. 10, n. 2, p. 7

By:

Richman, Lawrence I.

Publication type:

Article

The Grantor Trust Rules Should Be Repealed.

Published in:

Iowa Law Review, 2011, v. 96, n. 3, p. 885

By:

Ascher, Mark L.

Publication type:

Article

SALES TO GRANTOR TRUSTS: A CASE STUDY OF WHAT THE IRS AND CONGRESS CAN DO TO CURB AGGRESSIVE TRANSFER TAX TECHNIQUES.

Published in:

Tennessee Law Review, 2011, v. 78, n. 4, p. 973

By:

Soled, Jay A.;
Gans, Mltchell

Publication type:

Article

The Tax Lawyer-Spring 2023 Issue Available Soon.

Published in:: ABA Tax Times, 2023, v. 42, n. 3, p. 40
Publication type:: Article

Biden Administration’s Green Book Proposes Dramatic Estate Planning Changes.

Published in:

CPA Journal, 2023, v. 93, n. 3/4, p. 71

By:

Shenkman, Martin M.

Publication type:

Article