Archived Client Alerts

District of Columbia and Maryland Residents Enjoy Estate Tax Relief in 2017
Evolving Ability to Grant Authority to Agent for Making Health Care Decisions

The Results are In...Exemption and Exclusion Amounts Set for 2016
D.C. Estate Tax Exemption Will Increase . . . But When?
Executor Held Personally Liable for Estate's Unpaid Taxes

Governor O'Malley Approves Uniform Trust Code and Increase in Estate Tax Exemption
Maryland Legislature Enacts Uniform Trust Code
Maryland to Increase Estate Tax Exemption

Estate Planning After DOMA
Estate Tax Planning in 2013
Portability - Immediate Action Items

Urgent!  An Estate Tax Break Made for You
Prepare in 2012 for the New 3.8% Medicare Tax on Investment Income Starting in 2013
Maryland Eases Estate Tax Burden on Family Farms:  The Family Farm Preservation Act of 2012

Petter Affirmed -- Formula Transfer to Mitigate Gift Tax Risk Approved on Appeal
Portability, By-Pass Trusts, and Special By-Pass Trusts
Our Top Ten for 2011

Act Now to Make Gifts at a Low 35% Federal Gift Tax Rate
Pending Estate Tax Reform Legislation -- Act Now to Implement Sales of Family Business Interests and GRATs
Maryland's New Statutory Power of Attorney Law
Little Time Remaining to Implement Short-Term GRATs
Maryland Enacts Protective Law for Estate Tax "Formula" Provisions
Grantor Retained Annuity Trust (GRAT)
Sales of Interests in Family or Private Companies to Irrevocable "Grantor" Trusts
Virginia's New Advance Medical Directive Law
Tax Planning Update 2010
Sales to Irrevocable "Grantor" Trusts - Formula Transfer to Mitigate Gift Tax Risks Approved by US Tax Court
Virginia Enacts Protective Law for Estate Tax "Formula" Provisions

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