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Start Over Author "Suzanne Tucker" Journal estate planning
3 results on '"Suzanne Tucker"'

2. Estate planning stragtegies for clients who wait until the last minute.

Author

Plybon, Suzanne Tucker and Robinson, James R.

Subjects
Estate planning -- Management, Grantor trusts -- Laws, regulations and rules, Employee benefits -- Laws, regulations and rules, Individual retirement accounts -- Laws, regulations and rules
Abstract

The authors outline estate planning strategies that depend on the condition of the client or the client's survival for a specified term, such as grantor retained annuity trusts. Income tax considerations and planning with employee benefits and IRAs are also discussed.

Published
2001

3. Estate planning for procrastinators: those who wait until the last minute.

Author

Plybon, Suzanne Tucker and Robinson, James R.

Subjects
Estate planning -- Analysis, Tax planning -- Analysis, Gift tax -- Management, Limited partnership -- Taxation
Abstract

Strategies for gaining tax savings advantages for clients facing diminished capacity or a terminal illness are outlined. Gift-tax-free gifts, split ownership of property, and familial limited partnerships are discussed.

Published
2001

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