Experience. Knowledge. Concern.

These are the attributes of our tax and estate planning attorneys. They have served individuals, families, business owners, fiduciaries and charitable organizations for over 25 years. Their combined knowledge of tax law and business law adds up to sophisticated estate planning and counsel for clients for Services in Taxation, Estate Planning, Business Formation and Governance, and Probate and Estate Administration.

Trusts & Estates News

Xpert Financial
5/16/2012 1:00 PM

Tax Law Update
5/1/2012 11:00 AM

Expanding Petter, Tax Court upholds defined value clauses in favor of taxpayer In Wandry v. Commissioner, T.C. Memo. 2012-88, the Tax Court upheld gifts made using a defined value clause (DVC), applying the holding from a recent case, Estate of Petter v. Comm'r, T.C. Memo. 2009-280, to a set of intra-family gifts. In 1998, Joanne and Albert Wandry formed a family limited partnership (FLP), Wandry

Families Must Think Creatively
5/1/2012 11:00 AM

Families who have had to face the estate tax know that it can destabilize their family businesses and create major headaches for their children and grandchildren. Unfortunately, for more than a decade it's been nearly impossible for families to do informed planning with any solid understanding of what Washington's future intentions may be. In fact, the only thing that has seemed certain and permanent

Living and Giving in 2012
5/1/2012 11:00 AM

The next eight months promise to be an important time for practitioners who advise clients on effective ways to make charitable gifts. While there's a great deal of uncertainty concerning the economy's health, the future of the federal income and estate tax and other matters, there are islands of certainty from which efficient philanthropic planning can proceed between now and the end of the year.

Estate Planning for Negative Capital
5/1/2012 11:00 AM

Clients with long-term real estate holdings often have negative capital, which results from cashing out with refinancings and from depreciation. The body of estate-planning literature contains few works that do justice to the central estate-planning considerations for holders of real estate with negative capital debt in excess of basis. Typically, the fact pattern arises when a taxpayer holds real

Announcements

Tax and Estate Planning Law Firm Ingwersen & Taylor Welcomes New Associate Bo Harris

Ingwersen & Taylor is pleased to announce that Robert “Bo” H. Harris, II, has joined the firm as an associate.

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