by Arthur Geffen | Sep 23, 2011 | Death, Estate Planning Solutions
A judge said Friday he will rule by early next week whether to proceed with the legal steps necessary to declare Natalee Holloway dead six years after the Alabama teen disappeared on a high school graduation trip to Aruba. Her father, Dave Holloway, became...
by Arthur Geffen | Sep 19, 2011 | Estate Planning, Estate Planning Solutions, Estate Tax, IRS
Wealthy taxpayers who want to make large gifts to family members recently got good news: A federal appeals court affirmed a popular technique to sidestep gift taxes. The decision, Estate of Petter v. Commissioner, was published in August by the Ninth Circuit in...
by Arthur Geffen | Sep 13, 2011 | Estate Attorney, Estate Lawyer, Estate Planning, Estate Planning Solutions, Probate
One of the most common estate planning mistakes that people make is joint ownership. For the most part, we’re not talking about when a husband and wife have joint bank accounts or the title to their home is held in both of their names. While not ideal for...
by Arthur Geffen | Sep 12, 2011 | Estate Planning Solutions
The Problem of owning property in Spain Non-Domiciled property owners in Spain are sitting on a ticking IHT time bomb. Most owners do not understand that their Heirs and their Estate will pay IHT in two jurisdictions, Spain and their Country of Domicile. The reason...
by Arthur Geffen | Aug 17, 2011 | Estate Planning, Estate Planning Solutions, Estate Tax
Wealthy individuals in the U.S. will find it easier to cut their estate-tax bill as a result of a provision for using their deceased spouses’ exemption credit. Everybody has a gift and estate-tax exemption of up to $5 million this year and next. For people who...
by Arthur Geffen | Aug 15, 2011 | Estate Planning Solutions
In late June, I travelled to Vilnius, the capital of Lithuania, to participate in the biennial meetings of the Community of Democracies, an inter-governmental association begun in the year 2000 to encourage the growth and strengthening of democracies around the world....
