Nelson & Nelson - Attorneys, Estate Planning, Asset Protection, Tax Law

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ASSET PROTECTION & ESTATE PLANNING ARTICLES

NEW!! May 2008

2 articles published in May 2008
Trusts & Estates Magazine

Florida Surprise
By Barry A. Nelson

Custom Bond Valuations Can Save Clients Money
By Barry A. Nelson & Michael Piwowar
Counterpoint by Kristopher Burak

ARTICLE INTRODUCTION

The Florida Bar Journal
January 2007
Rasmussen Court Allows Both Spouses $125,000 Exemptions and Protects Appreciation Within 1,215 Days of Bankruptcy

by Barry A. Nelson

Trusts & Estates Magazine - Nov. 2005
How Does the Bankruptcy Abuse Prevention and Consumer Protection Act of 2005 Affect Florida Homestead?

by Barry A. Nelson

Homestead Protected
Rorie M. Sherman Briefing
Article by Barry A. Nelson

The 2005 bankruptcy act is likely to generate much uncertainty in the homestead arena. But In re Robin Bruce McNabb, 2005 Bankr. LEXIS 12341, suggests the act may not be as encompassing as Congress seems to have intended.

2 articles published in July 2004
Trusts & Estates Magazine

Introduction

The Frozen T-CLAT
By Donald R. Tescher & Barry A. Nelson

Florida Homestead Traps
By Barry A. Nelson & Kevin E. Packman

CURRENT TRENDS & TRAPS IN ESTATE PLANNING

2004/2005 VERSION
(Updated through September 1, 2004)

2003/2004

ASSET PROTECTION & ESTATE PLANNING

NEW UPDATES!

2008 VERSION
(Updated through May 6, 2008)

2007 VERSION
(Updated through October 15, 2007)

OTHER ARTICLES

TAX LAW UPDATES

The following notice is required by the IRS: Any U.S. federal tax advice contained in the articles and information in this web site is not intended to be written or used, and cannot be used or relied upon, to avoid tax-related penalties under the Internal Revenue Code, or to promote, market or recommend to another any tax-related matter addressed herein.

2006 Pension Law Update for 2006/2007 Charitable Giving

Trusts & Estates Magazine - June 2005
Repeal Could Really Happen

by Barry A. Nelson

If you're curious why the lower and middle class seem to approve of permanently repealing a tax on the wealthy, then read Yale University professors Michael J. Graetz's and Ian Shapiro's Death by a Thousand Cuts. Barry A. Nelson reviews the recently published book and concludes that, after years of a well-financed misinformation campaign, the fight to preserve the estate tax may already be lost.

FAMILY LIMITED PARTNERSHIP MEMO
Latest IRS Court case reflects tax court's most recent application of Code Section 2036(a)(1) to Family Limited Partnerships.

2005 TAX LAW UPDATE

The Joint Committee on Taxation issued a report entitled “Options to Improve Tax Compliance and Reform Tax Expenditures” on January 27, 2005. This letter addresses the potential consequences if the Joint Committee proposals in the area of estate, gift, and generation skipping transfer (“GST”) taxes are enacted into law as well as the benefits of taking action before potential enactment.

CBO - The Estate Tax and Charitable Giving

Congressional Budget Office Releases July, 2004 report estimating that raising the estate tax exemption from $675,000 to $2 million or $3.5 million would reduce charitable giving by less than 3 percent, but eliminating the tax would reduce giving by 6 to 12 percent.

2004 529 Plan Update and Proposed Budget

Florida's Homestead Laws:
Pitfalls and Traps for the Non-Florida Practitioner

The Tax-Cut Con
September 14, 2003
An excellent article published by New York Times Magazine regarding the benefits and
drawbacks of current income and estate tax cuts and their consequences. You will need to
sign up with the New York Times for a FREE account to view the article!

2002 Bankruptcy Reform & Asset Protection Update

For more information regarding estate planning, read:
Planning Your Estate—A Step by Step Approach

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