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Roger Billings, Estate Planning Attorney -
Recent Posts
- Is a Conservatorship Right for Your Family? Part 1: Disadvantages
- Responding to Probate Court Petitions
- The Election’s Impact on Estate Planning
- Does it Count as Book Burning When it is a Book of Legal Citation Formats?
- Courts Increasing Scrutiny of Conservatorships
- Getting a Conservatorship Protected Their Mother
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Tag Archives: Estate Tax
Preserve the Fruits of Your Labors – Estate Planning for Farmers
Farmers spend their lives investing their money, their time and the sweat of their brow into their fields and orchards. It is a cruel but all-too-common fate that in the end, when the owner passes on, the land must be … Continue reading
Posted in Estate Planning, Federal Estate Taxes
Tagged Estate Tax, Farmers, Fruits of Labor, Inheritance, Land
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Planning for Art Collectors
I could happily get lost in a museum. Vermeer and Van Gogh, Durer and David are favorite painters. Greek sculpture and Gothic architecture fascinate me. I love art. I can understand the desire to own a masterpiece. But valuable art creates unique estate … Continue reading
Posted in Estate Planning, Federal Estate Taxes, Gifting
Tagged Art, Art Collecting, Estate Tax, Gift Tax
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Think Twice Before Giving It All Away
Whether assets are inherited at death or given away while you are still alive, the federal estate tax exemption is essentially the same, currently $5,340,000 per person. But the effect of capital gains tax may be the deciding factor. The … Continue reading
Posted in Estate Planning, Federal Estate Taxes, Gifting
Tagged Basis, Capital Gains Tax, Estate Planning, Estate Tax, Gifting
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Obama Still Trying to Overhaul Estate Tax
Yesterday, April 10, President Obama released a 2014 budget proposal in which he seeks to overhaul the estate tax, yet again. According to Bloomberg Businessweek: Obama’s budget would drop the per-person exemption from estate taxes to $3.5 million from $5.25 … Continue reading
Posted in Congress, Estate Planning, Federal Estate Taxes
Tagged Budget, Estate Tax, IRAs, Obama
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A Facebook Billionaire in Singapore, and Estate Taxes
One popular version of the American dream is the opportunity to go to a great university, graduate, work hard, get rich and retire. The “Facebook” entrepreneurs, Mark Zuckerberg’s collaborators, have turned this dream on its head. Go to college, meet … Continue reading
Posted in Celebrity Probates, Estate Planning, Federal Estate Taxes
Tagged Celebrity Estates, Eduardo Saverin, Estate Tax, Facebook, Singapore
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Is Congress Driving You Crazy?
When I was in law school, I interviewed for a job with a Washington DC tax attorney. Congress had just overhauled the tax code, and I asked how the changes had affected his practice. What started as a job … Continue reading
Posted in Congress, Estate Planning, Federal Estate Taxes
Tagged Congress, Estate Planning, Estate Tax, Uncertainty
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Steve Jobs Died Without Owing Estate Tax: A New Urban Legend?
After the death of Steve Jobs last week, opinions started circulating that he was so smart that he even knew how to avoid paying estate taxes better than anyone else. Jobs was smart and he seems to have done … Continue reading
Posted in Celebrity Probates, Charitable Giving, Estate Planning, Federal Estate Taxes, Living Trusts, Trust Funding
Tagged Celebrity Probates, Charitable Giving, Estate Tax, Steve Jobs, Trust Funding, Unlimited Spousal Exemption
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