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Entries tagged with “ATRA”

Finally… Clarity with Portability

Exemption Portability, Deceased Spouse's Unused Election (DSUE), Estate Planning and Probate Tax Planning, ATRA,

by Jeremiah H. Barlow, JD | Trusts and Estates Law Faculty, WealthCounselAs estate planners, we are all very familiar with the concept of portability. However, since 2010 when it was...

Part 2: Nobody pays estate tax anymore …but almost everyone has a “death tax” problem

ATRA, American Tax Payer Relief Act of 2012 (ATRA), Estate Planning and Probate Tax Planning, Capital Gains Tax,

by Matthew T. McClintock, JD | Vice President of Education, WealthCounselIn Part I of this series, we looked at fiduciary income tax. The other “new death tax” we must consider...

The Basics of Basis: How It Works

Basis, Tax Planning, ATRA American Tax Payer Relief Act of 2012 (ATRA), Clayton Election, NING Trust, DING Trust,

by Jeremiah H. Barlow, JD | Trusts & Estates Law Faculty, WealthCounselBefore the American Taxpayer Relief Act’s (ATRA) enactment in 2013, estate planning attorneys focused primarily on how to avoid...

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