by Arthur Geffen | Aug 22, 2024 | Dallas Probate Lawyer
Don’t Be Tempted By Pop-Up Estate Planning Schemes Stick with the basics when preparing for the high exemption sunset. With football season and the end of the estate tax exemption fast approaching, I thought it would be a good time to get back to basics. I bring this...
by Arthur Geffen | Aug 22, 2024 | Dallas Probate Lawyer
3 Recent Estate Tax Court Cases On Split-Dollar Life Insurance Under a split-dollar life insurance arrangement, a third party pays the insurance premiums on an insured person but maintains a right to reimbursement of some or all of the premiums. Although these...
by Arthur Geffen | Aug 22, 2024 | Dallas Probate Lawyer
Traveling to Die: The Latest Form of Medical Tourism: In the 18 months after Francine Milano was diagnosed with a recurrence of the ovarian cancer she thought she’d beaten 20 years ago, she traveled twice from her home in Pennsylvania to Vermont. She went not to...
by Arthur Geffen | May 21, 2024 | Dallas Probate Lawyer
In the coming days or weeks, the Supreme Court is expected to release an opinion on Moore v. United States, a case with potentially significant consequences for tax policy. The case revolves around the question of “unrealized income.” Put simply: suppose you have a...
by Arthur Geffen | May 7, 2024 | Dallas Probate Lawyer
CPA financial planners need to talk with high-net-worth clients now about the idea of shifting ownership of millions of dollars in assets before the estate and gift tax basic exclusion is essentially cut in half on Jan. 1, 2026, Bob Keebler, CPA/PFS, said in an AICPA...
