Elizabeth Ketterson Interview
We are proud to announce that Elizabeth Ketterson, Esq. has been featured on “Get Real!” with Meg Hanington and Genevieve E. Thayer. […]
Read moreTag: income tax
Inflation Updates for 2022
Every year the Internal Revenue Service publishes a list of inflation adjustments. You can find them on the IRS website in Revenue […]
Read moreReasons to set up a Third Party Supplemental Needs Trust as an Accumulation IRA Stretch Trust
In a previous post, I described the Reasons to Set up a 3rd Party Supplemental Needs Trust as an Irrevocable Life Insurance Trust. […]
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Income Taxation of Trusts – Determining Which State Can Tax the Trust
Determining the situs of a trust (i.e. the residence of a trust) is not always an easy matter. Each state has its […]
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Dynasty Trusts Explained
I am frequently asked about the best way to transfer wealth to younger generations. Sometimes people feel that absent having a minor […]
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Change in New York Estate Tax Law
Effective April 1, 2014, the State of New York made numerous changes to its tax law. Most dramatically, New York is increasing […]
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Choosing an Executor, Trustee and Guardian
Clients frequently ask me for advice on who they should name as Executor, Trustee or Guardian when creating their Last Will and […]
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Same Sex Marriage Now Legal In New Jersey
Effective today, same sex marriage is now legal in New Jersey after Governor Chris Christie dropped his plans to appeal the ruling of […]
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IRS Issues Ruling on Tax Filings for Same Sex Couples
Yesterday the Internal Revenue Service issued an important ruling in the wake of the Windsor case in which the Supreme Court ruled that the […]
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