Another Summary of the Valuation Discount Proposed Regs.
Here is another excellent summary (from Bessemer Trust) of the new Section 2704 proposed regulations that severely limit the use of valuation discounts for transfers of interests in closely held entities…
Read MoreWill the Estate Tax be Repealed?
One law professor says that Estate Tax repeal is not possible until after the 2016 elections. I agree.
Read MoreFavorable D.C. Estate Tax Changes!
Please listen to this podcast outlining the latest favorable D.C. estate tax law changes! If you need more info, please email me at wayne.zell@ofplaw.com. http://www.blueprintforwealth.org/wp-content/uploads/2015/03/DC-Estate-Tax-Changes-3.19.2015.mp3Podcast: Play in new window |…
Read MoreEstate, Gift and GST Tax Proposals
In his recently released budget proposals, President Obama included may familiar challenges to advanced estate planning techniques as well as some new wrinkles designed to thwart creative planning for high…
Read MoreMaryland to Increase Estate Tax Exemption
On March 20, the Maryland Senate voted to increase the lifetime estate tax exemption from $1 million per person gradually to match the federal exemption ($5.34 million in 2014). This…
Read MoreListen to Jack Fitzgerald Discuss the Estate Tax
Wayne M. Zell interviews Jack Fitzgerald on his innovative plan to reform the estate tax system. /wp-content/uploads/2013/09/Jack-Fitzgerald-Interview-9.14.2013.mp3Podcast: Play in new window | Download | Embed
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