Bruce Givner's Legal Guides (4)

Eliminating Estate Tax - The T-CLAT

Jun 29, 2010

What Is A CLAT? The acronym CLAT stands for "charitable lead annuity trust." A CLAT is an irrevocable trust to which you transfer income producing assets. The income is paid to a charity. At the e...

See Full Guide

Why a Retirement Plan Can Be the Best Creditor Protection Plan

Jan 10, 2009

IRAs vs. Other Retirement Plans First, we must distinguish an IRA - an individual retirement account - from other types of retirement plans. An IRA - by definition - is for an individual. IRAs (whe...

See Full Guide

When a Family Limited Partnership is a Bad Idea

Nov 23, 2008

Why Family Limited Partnerships Are Good. Family limited partnerships ("FLPs") have been an important tool for estate tax planning for at least 40 years. For asset protection purposes they help Mo...

See Full Guide

How to Get the Best Estate Tax and Asset Protection Planning for Your Home

Sep 07, 2008

Congress added qualified personal residence trusts to the law as a way to allow the parents to transfer a home's equity to the children at a reduced transfer tax cost. As with most estate tax planning...

See Full Guide

Transform legal challenges into solutions.

Connect now to review your situation.

The Avvo Rating explained

The Avvo Rating explained