Resources

Content Type

Author

Year

3/2008

Overview of Estate Planning, Guardianship and Health Care Concerns March 2008

March 26, 2008

Tara Rao presents, Overview of Estate Planning, Guardianship and Health Care Concerns – Caring Connections, March 26, 2008.…

Overview of US Tax and Reporting System

March 6, 2008

Advisers to international families should note that as of January 1 2008, adjustments have been made to the credits, exemptions, exclusions, rates and filing thresholds used to calculate US gift…

Women and Minorities in Law

March 1, 2008

Tara Rao authors Women and Minorities in Law, The Lawyer, Hillsborough County Bar Association, Vol. 18, No. 6, March 2008.…

Have You Planned for the Future?

March 1, 2008

Tara Rao authors, Estate Planning:  Have you planned for the future?, City Masala, March 2008.…

12/2007

Foreign Investment in US Real Property: Buyers Beware

December 6, 2007

US real estate brokers are seeing more sales to foreign buyers than ever before. December 6, 2007. Download…

10/2007

Overview of U.S. Income and Transfer Tax System

October 1, 2007

Rashad Wareh presents “Overview of U.S. Income and Transfer Tax System” at Drew & Napier in Singapore.…

Private Placement Life Insurance

October 1, 2007

Miles Padgett presents, “Private Placement Life Insurance,” to the New York City Estate Planning Council, Fall 2007.…

9/2007

State Law Allows Modification of Irrevocable Trusts

September 20, 2007

Modification of a trust under the laws of the various US states has traditionally been possible only through judicial action, often requiring the consent of all beneficiaries, through a court-approved…

8/2007

Trust Remodeling

August 1, 2007

Even irrevocable trusts can be altered to suit current needs.  South Dakota’s new decanting law, effective July 1, 2007, provides the best tool for doing so. August 2007. Download…

6/2007

Tax Deductions for Charitable Gifts

June 21, 2007

The United States has generous tax concessions for philanthropy. Deductions for charitable contributions are available to US citizens, resident aliens and non-resident aliens when calculating income, gift and estate taxes.…