"The Estate Planner" – July/August 2014

Shumaker is pleased to present the July/August 2014 issue of The Estate Planner.

In it we discuss:

  • Net Gain For Taxpayers – Tax Court Approves Net Gift Strategy
  • Estate Planning For The Young And Affluent – How To Hedge Your Bets
  • Wealth Preserver – Use An ILIT To Shield Life Insurance Proceeds From Estate Tax
  • Estate Planning Red Flag – Your Spouse’s Estate Didn’t Make The Portability Election

We welcome any questions or comments. 

William R. Swindle, Co-Chair
Shumaker, Loop & Kendrick, LLP
Trusts and Estates Department

For more information, please contact a Shumaker attorney in any of these practice areas:

Trust and Estate Administration
Estate Planning