by Matthew McClintock | Jun 16, 2022 | Estate Planning, Philanthropy, Strategic Legal Planning
During the 2008 recession, many families took advantage of the down markets and leveraged gifting options to reduce taxes. 2022 has once again provided such an opportunity. How long this environment will last is difficult to predict, but with high exemptions combined... by Matthew McClintock | Jun 13, 2022 | Asset Protection, Strategic Legal Planning, Tax, Trust Administration
by Thomas F. RuBane, JD In 2017, Congress passed the Tax Cuts and Jobs Act (TCJA). Part of the TCJA dealt with the Unified Credit, which at that time stood at $5 Million. The Unified Credit combines two different transfer tax exemptions – the amount a... by Matthew McClintock | May 11, 2022 | Blockchain, Cryptocurrency, Estate Planning, Strategic Legal Planning, Tax
Matt McClintock co-authored an article with Jonathan Blattmachr and Vanessa Kanaga for the May 2022 issue of Estate Planning Magazine. The article discusses estate planning considerations in the era of digital wealth and cryptoassets. Much like email and the internet... by Matthew McClintock | Apr 5, 2022 | Asset Protection, Strategic Legal Planning, Tax
by Julia Cronin, JD We counsel clients nearly every day about strategies to preserve their assets and enhance their privacy as a component of their comprehensive estate planning strategy. Many clients execute sophisticated strategies to accomplish these... by Matthew McClintock | Feb 15, 2022 | Asset Protection, Business, Cryptocurrency, Estate Planning, News, Strategic Legal Planning
Jonathan recently wrote an article for the First American Trust newsletter concerning estate planning for volatile assets including closely held businesses, precious metals, and cryptocurrencies. These individuals frequently ask, “What — if any – estate planning...