Dedon on Estate Planning

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A regularly updated discussion of estate planning topics affecting Virginia residents and U.S. citizens.

Author: John P. Dedon practices at Odin, Feldman & Pittleman in Fairfax, Va.

Blawg Related Categories: Trusts & Estates • States • Virginia

Recent Posts from Dedon on Estate Planning

Monitoring Tax Exempts
The November 21, 2008 Daily Tax Report published by BNA, reported on IRS Commissioner Steve Miller’s comments at the annual Western Conference on Tax Exempt Organizations held in Los Angeles on November 20th. Miller’s theme…
Planned Giving: The 2008 Charitable Remainder Annuity Trust
The November/December issue of Advancing Philanthropy, the bimonthly magazine dedicated to ideas and strategies pertaining to fundraising which is published by the Association of Fundraising Professionals, contains an article I wrote regarding Charitable Remainder Annuity…
Possible Estate Tax Changes
At long last the election is one day away. The barrage of advertising, phone calls and mailings will stop and we will have a new President in 2009. What does that mean for estate planning?…
Bad Times Make Good Gifting Opportunities
In my October 13 Post, I discussed how this is an opportune time to make gifts to family members because of reduced stock values. The same could also be said for real estate and perhaps…
Looking For The Silver Lining In Economic Clouds: Family Partnerships and Marketable Securities
As bad as our balance sheets appear in these dire times, if we strain we can try to find the silver lining. A possible silver lining is for parents and grandparents who are considering generational…
Creditor Protection and IRAs
As individuals continually find new ways to save for retirement, it is important to examine their level of vulnerability to creditors’ claims. Individual retirement accounts ("IRAs") are helpful tools which allow a person to set…
Generational Planning: Take Care of Non-Tax Issues First
Business owners are well aware of how federal estate taxes can prevent the family business from passing to the next generation. With a maximum 45 percent tax rate on assets exceeding $2 million, upon death…
Estate And Charitable Planning Using A Life Estate
Charitable planning often plays an important role in a donor’s estate plan. The following PowerPoint shows the advantages of using a life estate to help charity and also to help the donor’s estate planning. As…
Annual Compliance for Public Charities
In its continuing effort to better police and monitor tax exempts, the IRS in August issued the instructions to the newly revised Form 990. For the first time since 1979, the IRS changed Form 990,…
Converting Partnerships to Limited Liability Companies
Limited Liability Companies ("LLC"), rather than limited partnerships, have become the planning tool of choice for owners of real estate seeking to protect themselves from liability. What if you have an existing partnership and you…