Robert AdlerApr 3, 2019New Yorkers are Falling off a CliffAn applicable credit is allowed against the New York state estate tax when a New York taxable estate is not greater than 105% of the...
Robert AdlerMar 21, 2019The Charitable Remainder Trust and the Wealth Replacement TrustAlthough the charitable remainder trust offers considerable potential tax advantages that can reduce the effective cost of charitable...
Robert AdlerMar 14, 2019What Is a Spendthrift Clause in a Trust?The effect of spendthrift clauses may be eroding to different degrees in the various states.
Robert AdlerMar 1, 2019What is Income In Respect of a Decedent?Income in respect of a decedent does not take astepped-up basis in the hands of the recipient.
Robert AdlerFeb 15, 2019Wills are the Cornerstone of an Estate PlanA will is a legal document that sets forth your wishes regarding the distribution of your estate and the care of your minor children...
Robert AdlerFeb 12, 20198 Pitfalls of Estate Planning1. Failure to Make a Proper Will or Living Trust and Revise It Periodically By failing to prepare a will or revocable living trust, a...