Quantcast New Year-End Planning Resources | Seattle Washington Estate Law | Estate, Planning, Wealth, Trusts, Transfer, Issue, Volume

What Others Are Saying

  • Comforting the comfortable | Iowa Policy Points 25 Jul 2014 | 6:09 am

    Adding insult to injury for low-income folks is that the improvements targeted for repeal came in the aforementioned “fiscal cliff” package, which made permanent big estate tax breaks for the rich, while extending improvements in the Child Tax ...

  • Dominant and Diabolical Dynasties | Dirt Diggers Digest 24 Jul 2014 | 7:25 pm

    As Secretary of the Treasury in the 1920s he unabashedly pushed for reductions in income and estate tax rates, even though as one of the country's richest men he had a great deal to gain personally from those cuts. Aside from the questions ...

  • The DSUE Coin Flip | Wealth Strategies Journal 24 Jul 2014 | 5:28 pm

    Both at the planning stage and at the death of the first spouse, an estate planner must consider what role, if any, the ability to use the estate tax exemption of the first to die should play. To read more, see The DSUE Coin Flip | Estate Planning ...

  • Portability + QTIP | Wealth Strategies Journal 24 Jul 2014 | 5:26 pm

    Now, with a $5.34 million (in 2014) exclusion amount indexed for inflation, lower estate tax rates, higher capital gains rates and Internal Revenue Code Section 2010(c) (that is, portability), practitioners are often designing flexible plans to ...

  • Appraiser Workshops: New Estate Tax Legislation??? 24 Jul 2014 | 2:30 pm

    Currently there are no sunset provisions in the existing estate tax laws, although they can be changed by Congress. Even with the large number of house members co-sponsoring the new bill, it will probably not pass both houses and become ...

Home Blogs Derek's Tax Blog New Year-End Planning Resources
Written by Derek W. Jensen
Wednesday, 05 December 2012 09:37

I would like to bring your attention to two new resources for your Year-End Estate Tax Planning:

Free Estate Planning Opportunities Webinar
Free Estate Planning Opportunities Webinar

Planning Opportunities Not to Miss in 2012A Free Estate Planning Webinar for American Families and Businesses
Recording now available! (Live event took place Friday, Nov. 16, 2012)

A once-in-a-lifetime opportunity exists through year end. Are you prepared to capture this opportunity? This webcast will help you gain a deeper understanding of why you need to immediately leverage certain wealth transfer strategies that will not likely be available in the future. Fill out the form below to access the recorded webinar.
You’ll learn and gain valuable insight on:

  • What you can expect following the outcome of the November 6 elections.
  • Strategies to use if you expect the $5 million exemption to decrease, including Spousal Access Trusts and Family Bank Trusts.
  • Techniques for gifting your residence at a discount: Qualified Personal Residence Trusts and sales to Intentionally Defective Grantor Trusts (IDGTs)
  • Using Family Holding Companies to reduce taxes, protect assets, and retain control when passing your business to your loved ones.
  • Looking ahead to 2013 and the increased use of Irrevocable Life Insurance Trusts ― the “Swiss Army Knife” of estate planning.

The current estate planning and tax laws have created a number of opportunities for you to transfer significant amounts of wealth before the end of 2012.

Closing Wealth Transfer Window
Closing Wealth Transfer Window

The Closing Wealth Transfer Window is an informative eBook providing a brief summary of the Bush-era tax cuts scheduled to expire on December 31. It explains in simple terms what that means to Americans who plan to transfer assets to their children in the future, and discusses strategies to optimize the record lows in estate and gift exemptions, interest rates, and the real estate and securities markets. A tremendous resource.



1833 N 105th St., #301
Seattle, Washington 98133
Phone: (206) 547-1412

8201 164th Ave NE Ste 200
Redmond, Washington 98052
Phone: (425) 698-2214

6320 Evergreen Way, Ste 216
Everett, Washington 98203
Phone: (425) 374-1712

Estate Tax in the News