Estate Planning & Estate Administration

Tax and Trusts & Estates Update


November 2017

In This Issue:

Tax and Trusts & Estates Update


June 2017

In This Issue:

  • January 1, 2018, Proposed Effective Date for Implementation of New Partnership Audit Rules Is Fast Approaching
  • Generation-Skipping Tax Basics You Should Know
  • The Nonprofit Forum - CAUTION: The Dangers of Non-Board Members on Board Committees
  • Sherman Wells Proudly Announces Two New Members of the Tax and Trusts & Estates Group

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Tax and Trusts & Estates Update


January 2017

In This Issue:

  • Gift Tax Reporting Reminder for Gifts Made in 2016
  • Estates of New Jersey Residents Who Do Not Survive Until 2018 Could Confront Costly and Unnecessary New Jersey Estate Taxes
  • …And New York Residents Should Similarly Review their Estate Planning Documents Given the Moving Target of the “Cliff” Past Which New York Estate Tax Will Apply
  • The Nonprofit Forum - Warning: Even Donations to Your Private Foundation Need a Written Acknowledgment

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Tax and Trusts & Estates Update


December 2016

In This Issue:

  • The Election and Your Tax Planning – Stay Tuned
  • If You Want To Make Gifts to Charities or Others in 2016, Be Sure Those Gifts Are “Completed” This Year For Tax Purposes
  • 2017 Inflation Adjustments for Tax Items
  • The Nonprofit Forum

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Tax and Trusts & Estates Update


October 2016

In This Issue:

  • New Jersey Repeals Its Estate Tax; Inheritance Tax Remains (for now)
  • Status of Valuation Discounts on Transfers of Interests in Family-Controlled Entities Uncertain
  • New York Adopts Legislation Providing Fiduciaries with Greater Clarity Regarding Access to Digital Assets
  • New Jersey Uniform Trust Code Reminder

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Tax and Trusts & Estates Update


May 2016

In This Issue:

  • No More Secret Trusts? New Jersey’s Uniform Trust Code Mandates Disclosure to Beneficiaries…With Exceptions
  • The Nonprofit Forum - A Simple Compliance Checklist
  • Sherman Wells Named One of the Best Places to Work in New Jersey
  • Sherman Wells Welcomes Beth Corroon

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Tax and Trusts & Estates Update


February 2016

In This Issue:

  • 2016 Gift Tax Reminder
  • The Uniform Trust Code is Coming to New Jersey…More to Follow
  • The Nonprofit Forum: Nonprofit Board Membership – Some Thoughts for Future and Current Board Members
  • Sherman Wells Proudly Announces New Partner

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January 2016
Being an Executor: What you need to know


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January 2016
Being a Trustee: What you need to know


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January 2016
2016 Estate Planning Booklet


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Tax and Trusts & Estates Update

December 2015
Tax and Trusts & Estates Update December 2015

In This Issue:

  • 2016 Inflation Adjustments for Tax Items
  • New Guidance on Reporting Tax on Gifts and Bequests from Former U.S. Citizens and Residents
  • If You Want to Make Gifts to Charities or Others in 2015, Be Sure Those Gifts Are “Completed” This Year for Tax Purposes

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Tax and Trusts & Estates Update

October 2015
Tax and Trusts & Estates Update October 2015

In This Issue:

  • New Regulations May Limit Taxpayers’ Ability to Discount the Value of Transferred Minority Interests in Family-Owned or Family-Controlled Entities
  • Does Your Power of Attorney Need a Fresh Look?
  • Executors Stay Tuned: Estate Tax Valuation Reports to the IRS and Estate Beneficiaries Will Soon be Mandated
  • Welcome to new members of our team

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Tax and Trusts & Estates Update

May 2015
Tax and Trusts & Estates Update May 2015

In This Issue:

  • Changing Your State of Residency: What You Need to Know Before You Go
  • The IRS Will Know About Your Undisclosed Foreign Accounts Very Soon
  • Trustees of Life Insurance Trusts, Beware of Your Duties

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Tax and Trusts & Estates Update

February 2015
Tax and Trusts & Estates Update February 2015

In This Issue:

  • 2015 Gift Tax Reminder
  • Sherman Wells adds a new attorney to their Tax and Trusts & Estates Group

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Tax and Trusts & Estates Update

December 2014
Tax and Trusts & Estates Update December 2014

In This Issue:

  • If You Want to Make Gifts to Charities or Others in 2014, Be Sure Those Gifts Are “COMPLETED” This Year for Tax Purposes
  • 2015 Inflation Adjustments for Tax Items

Download Tax and Trusts & Estates UpdatePDF to read more >

Tax and Trusts & Estates Update

September 2014
Tax and Trusts & Estates Update September 2014

In This Issue:

  • Estate Planning Opportunities You May Be Missing
  • Offshore Voluntary Disclosure Program Gets Streamlined
  • Problematic Assets to Have in Your Estate
  • Information That Can Help Your Family at the End of Your Life
  • New York Estate Tax Law Changes
  • New IRS Form EZ-1023

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