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

Sharon L. Klein |
Wealth Planning
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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

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Deciphering Tax Law Changes to Retirement Plans

Laura Ferrino, CFP®, CTFA, CLU, CCPS |
Tax Reform
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Uncover more opportunities to benefit from retirement planning.   While the tax act left many of the rules and laws pertaining to retirement plans unchanged, overall tax rates were lowered and deductions changed. Given this new landscape, there may be additional opportunities and new twists to be mindful of when planning for retirement in the most

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