Whenever a client wants to cap gift tax exposure, planners should consider using a defined-value clause implemented by use of an escrow trust. A defined-value clause limits the quantity of assets ...
Answering the question “Whose money is this?” before it is too late is essential to a successful wealth transition in which relationships remain intact and the next generation maintains control of ...
The IRS and executors have settled two cases in the United States Tax Court involving members of the Woelbing family, who own Carma Laboratories, Inc., of Franklin, Wisconsin, the maker of Carmex skin ...
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