We Listen.

Tax Court Case Alert: Gifts of Limited Partnership (FLP) Interests Fail to Qualify for Annual Exclusion

March 8, 2010

By Douglas L. Kaune

In a Tax Court case, Price v. Commissioner, T.C. Memo. 2010-2 January 4,2010) gifts of limited partnership interests by parents to their three children did not constitute present interest gifts that qualify for the gift tax annual exclusion. The court stated that the present interest requirement is satisfied if the donee has immediate enjoyment …

Douglas Kaune, Esquire Attends 11th Annual PA Elder Law and Estate Planning Symposium

February 26, 2010

By Douglas L. Kaune

Douglas Kaune, Esquire Attends 11th Annual Pennsylvania (PA) Elder Law and Estate Planning Symposium. It is great to get an update regarding the law changes, new cases and politics that shape Elder Law, Estate Planning, Trust Planning and Probate. Here is a link to this Pennsylvania Bar Institute (PBI) course and the interesting topics covered. I will …

Take Estate Planning Documents, Wills, Trusts and POA’s Out of Moth Balls

February 19, 2010

By Douglas L. Kaune

It is important to continuously review your estate planning documents such as Wills, Trusts, Powers-of-Attorney and Living Wills, to insure that they name the correct Executors, Trustees, Guardians, Beneficiaries and Power of Attorney. It is not enough to sign these documents once. You must continuously review your present needs, the needs of your family and …

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