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ESTATE & GIFT TAX PLANNING

Summary
Estate & Gift Tax Planning
Service Type
Estate & Gift Tax Planning
Provider Name
Dilendorf Law Firm,
60 Broad Street, 24th Floor,New York,New York-10004,
Telephone No.212.457.9797
Area
Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming
Description
When our clients are concerned about how estate and gift taxes might impact beneficiaries, we propose strategies to potentially avoid them altogether, or at least minimize them with proper planning.

When our clients are concerned about how estate and gift taxes might impact beneficiaries, we propose strategies to potentially avoid them altogether, or at least minimize them with proper planning. Married couples and individuals with assets that exceed the state exemption limits can utilize trust strategies that allow for much higher tax exemptions. Real estate investors with properties in markets where property values have skyrocketed will also want to consider estate tax planning.

Summary
Estate & Gift Tax Planning
Service Type
Estate & Gift Tax Planning
Provider Name
Dilendorf Law Firm,
60 Broad Street, 24th Floor,New York,New York-10004,
Telephone No.212.457.9797
Area
Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming
Description
When our clients are concerned about how estate and gift taxes might impact beneficiaries, we propose strategies to potentially avoid them altogether, or at least minimize them with proper planning.

ATTORNEYS' EXPERIENCE

Working with a client on setting-up a $20M tokenized real estate lending master feeder fund (US/Cayman), including potential tax implications, application of US securities and investment regulations and worldwide treatment of the fund tokens

Gift Taxes and Estate Planning

Unless money is donated to a charitable organization or make a similar non-taxable gift, the federal government is allowed to tax gifts in excess of the $15,000 annual exclusion. According to the Internal Revenue Service, examples of gifts that will be taxed include “any transfer to an individual, either directly or indirectly, where full consideration (measured in money or money’s worth) is not received in return.” This means the IRS can tax any gift in excess of the $15,000 annual exemption.

Some exceptions do apply to the gift tax:

  • Spousal gifts
  • Gifts that re less than the maximum annual exclusion
  • Gifts for pay for medical or education expenses
  • Gifts given to a political organization for its use

Planning an Individualized Estate Tax Strategy

Executed properly, providing a generous inheritance for grandchildren and other family members leaves a wonderful legacy, but it is preferable when this can be done without leaving these gifts vulnerable to significant taxation.

Simply put, an effective transfer of wealth to beneficiaries should be done in the most tax-efficient manner. Without a solid plan, it is likely that taxes will reduce an estate’s value.

Our experienced estate tax attorneys will ask all the right questions and pay attention to every detail with regard to the assets in our clients’ estates. Our attorneys are adept at using these questions to provide insight that leads to confident guidance for our clients.

At Dilendorf Law Firm, we believe that full understanding of an individual client’s personal needs and business goals is the only way to achieve a successful estate plan. We always consider the big picture, including family dynamics, health, business and personal objectives, liabilities, and tax situation. Our comprehensive estate plans are fully customized, reliable, and professionally reviewed to cover every detail.

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Summary
Estate & Gift Tax Planning
Service Type
Estate & Gift Tax Planning
Provider Name
Dilendorf Law Firm,
60 Broad Street, 24th Floor,New York,New York-10004,
Telephone No.212.457.9797
Area
Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming
Description
When our clients are concerned about how estate and gift taxes might impact beneficiaries, we propose strategies to potentially avoid them altogether, or at least minimize them with proper planning.

For more information about our Estate & Gift Tax Planning services,

please contact Dilendorf Law Firm by sending an email or calling us at 212.457.9797

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