pa estate planning

GRATs Used To Perfection By Facebook Creators

March 13, 2012

It is being reported that in 2008 Mark Zuckerberg and Dustin Moskovitz transferred a significant portion of their Facebook stock into a Grantor Retained Annuity Trust (GRAT). Facebook had not yet “gone public” and therefore the value of the stock was far below what it would be following the initial public offering (IPO). The Facebook …

The Deadline For Gift Tax Returns? April 15th or October 15th?

March 27, 2011

By Dave Frees

You Must File The Gift Tax Return or Extension for Gifts In 2010 By April 15th 2011 If you made a gift to a child or grandchild in 2010 you must file the return or an extension by April 15th. Once the extension is filed, you have until October to …

Update your Wills: Nothing Is Certain, Except Death and Taxes

November 22, 2009

By Douglas L. Kaune

By Douglas L. Kaune, Esquire Pennsylvania Attorney Hmm, if I did not already have a will and trust, I would have run out to meet with an estate lawyer to commission a last will after I read the title words to this blog posting. Thanks to my profession, I happen to recognize the need for …

Divorce and Asset Protection For Beneficiaries Cont.

September 21, 2009

By Douglas L. Kaune

We continue to receive inquiries from clients in search of ways to protect the assets they leave to their children and beneficiaries from divorce, law suits and creditors. Although clients protection from tax liability is of continued importance, asset protection in estate planning has grown in significance. Clients recognize that 50% or more of the …

We Listen.

GRATs Used To Perfection By Facebook Creators

The Deadline For Gift Tax Returns? April 15th or October 15th?

Update your Wills: Nothing Is Certain, Except Death and Taxes

Divorce and Asset Protection For Beneficiaries Cont.

Sophisticated, Responsive and Focused.