Tag Archives: Irrevocable Trust

The Importance of Planned Giving

As the end of the year quickly approaches, it is essential to recognize the importance of planned giving and its benefits for those with taxable or rapidly growing estates.  This newsletter will discuss the opportunities available to reduce your taxable … more

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10-Year Minimum GRATs Added to COBRA Legislation

With the Federal estate tax legislation stalled, Senator Robert Casey (D-PA) has added a provision to the “Extend COBRA Premium Assistance Program Act of 2010” to require a minimum 10-year term for Grantor Retained Annuity Trusts (GRATs).  The bill was … more

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