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Financial Advisor December 2010 Lowell & Abati	Changes Ahead Low interest rates and changing laws mean rethinking wealth transfer strategies. The environment has particularly favored two estate planning strategies: grantor retained annuity trusts, and sales of assets to grantor trusts.
On Wall Street August 1, 2010 Warren K. Racusin	Congress Grapples With GRATs The use of GRATs to beat estate and gift taxes still offers some benefits but a new bill could eliminate those advantages.
Financial Advisor May 2010 Raymond Fazzi	GRAT Limits Likely A virtually foolproof way of passing assets to heirs would be restricted under a bill the U.S. Senate is considering.
Financial Planning May 1, 2010 Martin Shenkman	Out of Favor? Most advisors are likely familiar with GRATs. However, a quick overview of the technique and how it used to be used will make an explanation of the changes clearer.
Financial Planning December 1, 2008 Martin M Shenkman	Get It While You Can Trusts require careful planning during difficult market periods. Perhaps no trust is more sensitive to the effects of volatile markets than the grantor-retained annuity trust (GRAT).
On Wall Street October 1, 2009 Bill Fleming	Prime Time to Transfer Assets Changes to tax rates are unlikely until 2011, so this year advisors would be wise to focus their attention on year-end estate planning.
Financial Advisor August 2009 Tere D'Amato	Seeing Clearly Now Financial turmoil makes this a perfect time for advisors to breathe new life into estate plans.
Investment Advisor February 2009 Lewis Schiff	Taking Advantage of a Down Economy The value of stocks, bonds, and real estate have dropped to levels that make it advantageous for high new worth clients to transfer assets to heirs.
Financial Advisor September 2008 Kenneth P. Brier	Political Winds With current low tax rates on capital gains and dividends likely targets in any tax debate, it may be a good time for advisors and their clients to consider taking action.
Financial Advisor November 2009 Deborah L. Jacobs	Lemons Into Lemonade Whether the recession lingers in 2010 or the economy picks up, clients who transfer property now can reduce the size of a taxable estate while giving their beneficiaries substantial potential for those assets to increase in value later.
Financial Advisor February 2010 Bruce A. Weininger	Practical GRATs Although underutilized, simple GRATs made up of marketable equity securities can be very effective estate planning tools.
Investment Advisor June 2006 I. Jay Safier	Tax Advisor: Transfer Time, Part 1 One of the significant issues that will be faced by retiring baby boomers is how to keep their accumulated wealth within their families. Here is a review of strategies clients can use for transferring wealth.
On Wall Street February 1, 2011 Richard A. Behrendt	Taking Advantage Of Changes To Estate And Gift Tax Laws President Obama's signing of theTax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 includes sweeping changes to the federal estate and gift tax rules.
Registered Rep. July 1, 2004 Daniels, Leibell & Prince	Founder's Day Conundrum With good planning, a founder can move significant value out of his estate with little or no gift- or estate-tax cost. Here are five pre-IPO strategies financial advisors can employ to protect a company founder's future gains.
On Wall Street June 1, 2011 Racusin & Stiefel	Budget Proposal Presents Opportunities, Speed Bumps In light of the limited duration of the new tax laws and the president's proposals, advisors should work with clients to take advantage of these opportunities soon.
Financial Advisor November 2010 Andrew Gluck	Drop Dead Date If you haven't kept up with estate-tax opportunities because they're a complicated mess, now's the time to re-engage.
Financial Advisor November 2004 Eric L. Reiner	Ruling On Grantor Trusts Eliminates Gift Tax Worries IRS pronouncement abets defective-trust strategies.
Registered Rep. November 5, 2012 Lena Rizkallah	The View from the Fiscal Cliff Say goodbye to some taxe cuts and incentives that will likely expire in 2013.
Registered Rep. May 1, 2004 Kevin McKinley	Taking the Ax Out of Tax An advisor knows a big payday is in the offing if he can prove himself indispensable in figuring out how to get the client the money he needs while helping him cut his tax bill when selling highly appreciated assests. A look at private annuity trusts.
Financial Planning February 1, 2011 Martin Shenkman	Two-Year Bonus The 2010 Tax Act is the most significant change in the estate-tax system in quite some time. Yet some of the conclusions and a significant part of the advice your clients have read in the media are misleading.
Financial Advisor October 2010 Roy Diliberto	Solutions Looking For Problems As financial life planners, we need to be watchdogs for inappropriate advice that others suggest to our clients.
Investment Advisor October 2007 Susan L. Hirshman	Love Those Taxes! Here are the latest ways to use tax issues to build financial advisory client relationships.
Investment Advisor October 2009 Robert F. Keane	Consider These Advisors should consider GRATs, CLTs, and IDGTs as trusts to offer to their clients.
BusinessWeek January 30, 2006 Anne Tergesen	Interest Rates And Your Estate Even small changes can affect what you'll pass along to your heirs, so bear these tips in mind when shopping for trusts.
Investment Advisor July 2006 I. Jay Safier	The Tax Advisor: Transfer Time, Part 2 More strategies to transfer wealth, including charitable remainder trusts and family limited partnerships.
Financial Planning June 1, 2013 Elizabeth Wine	New Approach for Charitable Trusts Charitable lead annuity trusts have become even more attractive because of a recent U.S. Tax Court ruling.
On Wall Street May 1, 2010 Seth D. Slotkin	Back To The Future? Unfortunately, the federal estate transfer tax repeal is set to expire at the end of this year, so on Jan. 1, 2011, the estate, gift and GST tax system would revert back to previous levels, meaning a maximum unified exemption of $1 million and a top rate of 55%.
Commercial Investment Real Estate May/Jun 2013 Mary Stark Hood	Real Estate Gifting Realized: Charitable Gift Annuities Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property.
Financial Planning February 1, 2013 Ilana Polyak	15 Tax Moves for Right Now The eleventh-hour tax deal reached in Washington will require some new strategies for advisors and their clients.
Financial Planning October 1, 2010 Donald Jay Korn	The Tax Man Cometh If Congress repeats last year's sidestep - all clients with seven-figure net worth will be in estate-tax territory.
Financial Planning September 1, 2008 Martin M Shenkman	Twistin' Taxes Away Many estate planners aren't aware of a little-known method for using life insurance to benefit illiquid estates, including those containing a family business or those composed largely of real estate.
Commercial Investment Real Estate Nov/Dec 2006 McCready et al.	A PAT Answer Upon the sale of highly appreciated commercial real estate assets, investors must decide whether to pay the capital gains taxes that are due or use a method to defer the taxes. Private annuity trusts offer one approach to tax deferral.
Financial Planning May 1, 2012 Ed Slott	Newfangled Annuities A new tool has been proposed to help their clients manage the pace of distributions from their retirement accounts and to ease their fears about outliving their life expectancy. In February, the IRS released proposed regulations about the establishment of "qualified longevity annuity contracts."
Registered Rep. October 1, 2005 Kevin McKinley	Spend The Money and Have It, Too Here are ways to save your retiring middle-net-worth clients thousands more in after-tax income right now, plus save their families many times that amount in estate taxes.
Financial Advisor January 2007 Gail Liberman	Death Of A Tax Shelter? A proposal by the Treasury Department and the IRS has effectively killed the private annuity trust as a way to postpone taxes on the sale of appreciated property.
Investment Advisor October 2009 Waddell & Keane	Wealth Matters Advisors like Myra Salzer are not standing pat in helping clients with their estate and tax planning, despite uncertainty over the administration's plans. Here's how your peers are taking action now.
Financial Advisor March 2005 Raymond Fazzi	Estate Tax: What Repeal? Many planners are telling clients not to expect the tax to go away.
Financial Advisor March 2008 Eric L. Reiner	Protecting The Ranch With the specter of estate tax reform under a new president, here are some ideas to protect your assets.
Registered Rep. November 1, 2004 Kevin McKinley	The Age Game Whether your clients' estates are under or over the "death-tax" threshold, the following strategies will help ensure your clients' family wishes will be met in the most tax-efficient and cost-effective manner.
Investment Advisor December 2005 Tere D'Amato	The Tax Advisor: The Fine Print You can defer taxes with a private annuity trust. But do so carefully. Putting the strategy into play can be challenging and carries risks often not fully considered.
BusinessWeek May 8, 2006 Toddi Gutner	Annuity Exit Strategies Thanks to a nascent secondary market, it is becoming easier to cash out your policy.
Financial Planning May 1, 2013 Martin Shenkman	New Take on Trust Strategy Tax changes may affect investing ideas about bypass trusts, grantor trusts and other estate planning steps.
Registered Rep. July 16, 2013 Alan Lavine	Insurance Strategies to Build Wealth When it comes to life insurance, rarely does one size fit all. So why not tailor a policy to fit your client's investment and estate plans?
Financial Planning June 1, 2009 Martin Shenkman	Stretch that Gift . A split-dollar arrangement divides responsibility for paying life insurance premiums between the policy owner and another party, such as a trust or business. This frees up your client to gift more money while buying the insurance coverage necessary to protect the estate.
Commercial Investment Real Estate Sep/Oct 2015 Mary Stark-Hood	Succession Planning According to a 2014 Financial Planning Association Survey, the greatest financial challenge facing small business owners is developing a retirement plan and exit strategy.
The Motley Fool February 24, 2004 J. Graham	Beware of Brokers Bearing Annuities Annuities may sound good, but their costs overwhelm their benefits. Stockbrokers and financial advisors love to sell annuities because of the high commissions they reap. My ex-broker sold one to me, and it has proven to be the most restrictive, highest-cost, least-liquid, and poorest-performing investment in my portfolio.
Registered Rep. January 1, 2007 Kevin McKinley	Immediate Annuities Equal Tax Rewards Thanks to a quirk in the tax code, using an immediate annuity may give your clients both higher income and lower taxes -- catapulting the after-tax return on an immediate annuity well beyond what is offered by other conservative fixed-income investments.
Entrepreneur April 2008 Farnoosh Torabi	For All It's Worth The estate tax may disappear in 2010. keep your assets from doing the same by planning today.
Financial Planning February 1, 2012 Ann Marsh	15 Top Tax Strategies For 2012 There's a one-word theme for the 2012 tax year: uncertainty. Chief among the reasons are the sky-high exemptions on the estate tax, the lifetime gift tax and the generation-skipping tax.
Financial Advisor June 2007 Andrew Gluck	Affairs Of Estate Financial advisors who thrive in estate planning excel at helping clients identify their goals.