Matthew McClintock, founding partner of Evergreen Legacy Planning and executive managing director of Bespoke Services joined Stephan Livera on his podcast to chat about Bespoke's multi family...
Stephan Livera Podcast: UHNW Bitcoin Strategies
Strategic Legal Planning
Puerto Rican Captive Insurance Advantages and Disadvantages
Every year, the IRS releases a "Dirty Dozen" list of strategies it views as “schemes” to reduce or avoid taxation. In another blog post we wrote about Monetized Installment Sales, one of the...
IRS Dirty Dozen – Monetized Installment Sales
As the old saying goes, the only things in life that are certain are death and taxes. One could add to that list the proliferation of tax scams claiming to reduce or eliminate a person's tax...
Taking Advantage of Depressed Asset Values to Save Taxes
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...
IRS Considers Additional Regulations on Anti-Clawback Rules and the Unified Credit
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...
Estate Planning Magazine Feature: Estate Planning in the Era of Digital Wealth
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...
One Last Freeze As We Welcome Spring
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. ...
First American Trust: Estate Planning for Volatile Assets
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....
Choosing Favorable Trust Jurisdictions for Maximum Benefit
What is trust “situs” and why does it matter? The residence of a trust is called the trust “situs” and it may be determined by a combination of factors, including the terms of the trust, the...
Accelerating Charitable Efforts (ACE) Act
In June 2021, Senators King (I-Maine) and Grassley (R-Iowa) introduced the bipartisan Accelerating Charitable Efforts (ACE) Act. If enacted, this proposed legislation would modify the charitable...