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Estate of Evelyn Seiden: New York Estate Tax Refund Claims for State Only QTIP Property Might Soar

Sharon L. Klein |
Wealth Planning

This article reprint was recently published in Steve Leimberg’s Estate Planning Newsletter. A New York court has found that a QTIP Trust, created for New York purposes in 2010 when the federal estate tax lapsed for the year, was not includible in the estate of the surviving spouse for New York estate tax purposes. It’s probably


Politics & Your Portfolio: Top 5 Questions Answered About the Midterm Election

Meghan Shue |
Wilmington Wire
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November 7, 2018—Tuesday’s election delivered the result largely expected by us and the markets: a split Congress, with the Democrats wresting control of the House but Republicans retaining the majority in the Senate. Voter engagement was extremely high, with a record turnout for a midterm election. While it is unusual for the House to go one