Family Business

2011 Gift Tax Returns Are Due Now!

April 17, 2012

2011 Gift Tax Returns Or Extensions Are Due Now By: David M Frees III, JD Chairman – Trust Estates and Wealth Preservation Failure to file a gift tax return can subject a tax payer or their family to serious problems both during lifetime and at death (when the IRS often detects the failure to file). …

2011 Gift Tax Returns Are Due Now!

April 10, 2012

By Dave Frees

Gifts to children and grandchildren 1n 2011 may require you to file a gift tax return...

A Failed Family Limited Partnership

January 31, 2012

By Dave Frees

Family Limited Partnerships A family limited partnership can clearly be a great estate and business-planning tool but if it is drafted or implemented incorrectly it could cost you money and headaches. Family Limited Partnerships allow families to own and operate a business or series of investments as part of an executor estate plan …

Estate Planning and Wills – It Has To Be Easy

August 28, 2011

By Dave Frees

Your questions about estate planning and how and why to do it are answered

$5 Million Gift Tax Exemption Makes Gifting of Small Business Easier

July 21, 2011

By Douglas L. Kaune

Many families have developed significant wealth in closely held small businesses. Historically, it has been difficult to transfer these small businesses because of the relatively low gift tax exemption available to the person or persons making the gift. For 2011 and 2012 the unified gift and death tax exemption is $5 million per person. Therefore, …

Should You Delay Your Estate Planning Until The Law Changes Again?

April 17, 2011

By Dave Frees

Delaying Estate Planing For Law Changes? Does That Make Sense? DO You Delay Other Acts of Love and Responsibility? Well, you’d expect lawyers who make a living advising affluent clients on issues of estate planning to be biased. They’ll tell you to do it now. Why wait? Well, as it turns …

Can Estate Planning or Will Make Your Spouse Happy?

January 17, 2011

By Dave Frees

Many spouses express fear and grave concerns that they would not know what to do if a spouse or loved one dies. They are terrified when you don’t have a will, trust, or estate plan and a list of people and instructions to guide them. And, if you are the primary bread winner and/or have …

Want Estate Planning That Works Under The New Federal Estate Tax? It’s Time Upgrade To First Class or Business Class Estate Planning(TM)

January 15, 2011

By Dave Frees

Are you are a business owner or professional, a real estate investor or entrepreneur who has been putting off your estate planning because it’s too time consuming, costly, or complicated? Have you been promising a spouse, children or other loved ones that you’re going to “get around to” this but just never do? Has it …

Join Us At Our Client, Friends, and Family Activities and Educational Events

September 27, 2010

By Dave Frees

The Will, Trust, Estate and Probate Section of Unruh, Turner, Burke & Frees Invites You To Our Upcoming Client Appreciation and Educational Events Doug, Jennifer, and I enjoyed hosting and getting together with you to say thank you for being our clients, and in 2011 we will also be hosting a series …

Another Billionaire Avoids The Federal Estate Tax – By Dying In 2010

September 17, 2010

By Dave Frees

Avoiding The Federal Estate Tax – In 2010 and Beyond What You Need To Know and Do In Your Estate Plan To Be Ready For 2011 The federal estate tax is currently not in effect. However, it will return at rates and in amounts that have not been seen for some time. As of January …

We Listen.

2011 Gift Tax Returns Are Due Now!

2011 Gift Tax Returns Are Due Now!

A Failed Family Limited Partnership

Estate Planning and Wills – It Has To Be Easy

$5 Million Gift Tax Exemption Makes Gifting of Small Business Easier

Should You Delay Your Estate Planning Until The Law Changes Again?

Can Estate Planning or Will Make Your Spouse Happy?

Want Estate Planning That Works Under The New Federal Estate Tax? It’s Time Upgrade To First Class or Business Class Estate Planning(TM)

Join Us At Our Client, Friends, and Family Activities and Educational Events

Another Billionaire Avoids The Federal Estate Tax – By Dying In 2010

Sophisticated, Responsive and Focused.