by Arthur Geffen | Jan 8, 2026 | Dallas Probate Lawyer
Estate and gift tax exemption will rise to $15 million in 2026. Here’s what to know For more click here https://www.msn.com/en-us/money/realestate/estate-and-gift-tax-exemption-will-rise-to-15-million-in-2026-here-s-what-to-know/ar-AA1TFGcW Arthur H. Geffen...
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...
