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What should you do to prepare for possible increases in income tax and capital gains? How do harvest gains and harvest losses factor into your estate plan? And why should you perhaps consider gifting only cash and donating capital gains property? David Mammel, an attorney with Chapman Law Group’s Estate Planning and Administration practice group, discusses these things, along with pointers on wealth transfer and taxation under current and pending federal rules.
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__________ Key Moments __________
0:00 – Intro
0:30 – Annual Taxes
2:18 – Gift Tax and Charities
5:10 – Estate Tax Exemption
9:19 – Credit Shelter Trusts
9:44 – Irrevocable Life Insurance Trusts
10:16 – Domestic Asset Protection
13:36 – Hollen STEP Act
14:17 – Marital Trust Disclaimers
16:12 – Charitable Gifts Help?
18:01 – Outro
❗ LEGAL DISCLAIMER ❗:
This is not legal advice advice. Everything described in this video is for informational purposes only and not for the purpose of providing anyone legal advice. You should contact our attorneys directly to obtain any and all legal advice with respect to your particular issue or problem. Nothing here should be construed to form an attorneyclient relationship.
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