On the eve of the Facebook IPO, the big news is that Eduardo Saverin moved to Singapore and renounced his United States Citizenship in order to reduce the capital gains…
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“Taxmageddon” is the word being used to describing the massive tax increases on the horizon. Of particular interest to estate planners are the changes to the estate and gift tax…
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This week I came upon an interesting article called “Sibling Scorned” in the March issue of Private Wealth. Click "link" to read the article. Basically, it discusses the battles that…
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Fred M. Whitaker, Senior Partner at Cummins & White, LLP. If you have questions related to this article, please contact Fred Whitaker at (949) 852-1800 or fwhitaker@cwlawyers.com. Last month we…
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The other day, someone asked me, “What happens to my home when I die?” In other words, “Why do I need an Estate Plan?” This is why. Assuming that the…
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There is a good article posted about donor’s remorse on WSJ Online called “The Rush to Avoid Gift Taxes.” The article can be found by clicking here and discusses the…
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Last month we discussed that “Operating Businesses Need an Operator.” Operating businesses—whether you want to sell your business to a third party, your employees, or give it to your heirs—need…
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The problem with irrevocable trusts is that, well, they are irrevocable. Once executed, an irrevocable trust may only be amended on rare occasion, and in most cases, only upon court…
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If you have a lawyer, a CPA, or a financial planner, you have probably been inundated in the last few months with urgent calls, e-mails, newsletters and the like imploring…
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When you die, you can’t take it with you, but perhaps you can do some good with the assets that you leave behind. This was the topic at the 46th…
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