Note: The Connecticut Media Group is not responsible for posts and comments written by non-staff members.

Monthly Archive for August, 2010

: August, 2010

Q: The repeal of the estate tax and the loss of the step up basis.

The Economic Growth and Tax Relief Reconciliation Act of 2001 provides an exclusion of the federal estate tax for estates valued at or less than the applicable exclusion value for the year of death.
Categories: General

The Charitable Remainder Trust-Part 2

In Part-1, I discussed the basics of setting up this type of Trust, and reviewed some of the important features of a CRT. Below are some answers to the most popular questions my clients ask about this
Categories: General

The Charitable Remainder Trust-Part 1

In this column, I will describe the basics of the Charitable Remainder Trust. In part 2, I will follow up with answers to the most asked questions regarding the benefits and regulations of this type
Categories: General