Archive for April, 2009
Wednesday, April 15th, 2009
The current banking and financial crisis has created an ideal opportunity for community banks, trust companies and similar organizations to re-evaluate the way they deliver trust and wealth management services. Gone are the days when the Board of Directors turned a blind eye on poorly performing trust departments. In a ...
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Tuesday, April 14th, 2009
Gift Tax, which constitutes the other part of the Unified Gift and Estate Tax, is imposed on the transfer of estates or gifts during the lifetime of the donor. This tax is payable by the donor.Factors Distinguishing Estate And Gift TaxEstate tax is imposed on the value of the taxable ...
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Monday, April 13th, 2009
An attorney in Los Angeles was referred a new client - the estate of a doctor who died very unexpectedly. Before he died, the doctor had a very sophisticated law firm prepare his estate plan - his revocable trust was 64 pages long!And, yet, the law firm forgot to think ...
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