Category Archives: Advanced Estate Planning

Estate Planning is a Matter of Timing — And Counseling

Posted on June 29, 2010 by Victor Medina

In March, Dan Dun­can became the first bil­lion­aire to die in this year of an fed­eral estate tax repeal — that is to say, no fed­eral estate tax at all.  Assum­ing no retroac­tive changes, Dun­can may be the first bil­lion­aire … Con­tinue read­ing →

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Colbert Report Platinum Club — Estate Tax Repeal

Posted on January 14, 2010 by Victor Medina

I thought folks would be up for a change of pace. Here is what Steven Col­bert thinks about the estate tax repeal. Pick it up at the sec­ond seg­ment at minute 12:00. Enjoy.

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Dotting the “I“s and Crossing the “T“s in the Family

Posted on May 12, 2007 by Victor Medina

A com­mon tool for a sophis­ti­cated estate plan is the cre­ation of a Fam­ily Lim­ited Part­ner­ship (FLP) or Fam­ily Lim­ited Lia­bil­ity Com­pany (FLLC). Basi­cally, these enti­ties allow grantors to get a dis­count on the assets that they con­tribute to the … Con­tinue read­ing →

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