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Metz Lewis Brodman Must O'KeefeMetz Lewis Brodman Must O'KeefeMetz Lewis Brodman Must O'KeefeMetz Lewis Brodman Must O'Keefe

Tag Archives for: "estate planning"

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The Irrevocable Spousal Trust: A Pain-Free Strategy for Large Gifts

By Larry S. Blair
In Tax and Estate Planning Posted September 14, 2020

The Irrevocable Spousal Trust is an irrevocable trust that you and/or your spouse create during your lifetime for the ultimate benefit of your children. The trust is structured to be funded using [...]

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Tax Cuts and Jobs Act Report Confirms Validity of “Back- Door” Roth IRA Conversions

By Metz Lewis Brodman Must O'Keefe
In Tax and Estate Planning Posted June 14, 2018

Prior to the Tax Cuts and Jobs Act (“TCJA”), it was not clear whether “back-door” Roth IRA conversions were permitted. The TCJA was signed into law on December 22, 2017. Language in the [...]

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Sooner is Better than Later

By LeRoy L. Metz, II
In Tax and Estate Planning Posted June 13, 2018

The Tax Cuts and Jobs Act of 2017 increased the lifetime gift and estate exclusion to about $11.2 million per person (twice this for married couples who plan correctly) from the previous limit of [...]

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2018 & Beyond – Planning Still Matters

By Metz Lewis Brodman Must O'Keefe
In Tax and Estate Planning Posted January 8, 2018

President Trump signed the Tax Cuts and Jobs Act of 2017 (“TCJA”) on December 22, 2017. Since most of the TCJA sunsets on December 31, 2025, the TCJA is inherently temporary. What Changed. The [...]

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Year-End Tax Planning

By Nicholas J. Holland
In Tax and Estate Planning Posted December 14, 2016

President-elect Donald Trump has proposed cutting the top marginal income tax rate to 33% as well as eliminating the 3.8% net investment income tax. Mr. Trump has also proposed an overall cap on [...]

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Post-Mortem Planning: The Disclaimer – The Tool For Fine-Tuning

By Metz Lewis Brodman Must O'Keefe
In Corporate Issues, Tax and Estate Planning Posted October 10, 2014

This is the first in a series on post-mortem planning techniques to manage taxes and optimize estate planning following death. It’s difficult, to say the least, to alter your estate plan after [...]

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