Making Sense of the 2010 Estate Tax Legislation

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This new title authored by practitioners at McGuireWoods provides individuals and fiduciaries and their advisors with practical knowledge and tools for U.S. estate planning and administration. Now available in eBook format - download to your computer instantly.
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Format:
  • Media: Book - Softcover
  • Publish Date: 06/13/2011
  • Offer Number: 0-4761-401
  • Material Id: 10009176-0001
  • Media: Book - eBook
  • Publish Date: 07/29/2011
  • Offer Number: 0-7206-501
  • Material Id: 10011536-0001
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Description:

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Under a new U.S. law, individuals and their fiduciaries and advisors have an opportunity to minimize estate, gift, and GST taxes while maximizing the amounts passing to family members, charity, or other beneficiaries. The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the "2010 Tax Act") made significant changes to these taxes for 2010, 2011, and 2012 – changes that present both challenges and opportunities for those looking to take advantage of the law.

This new title authored by practitioners at McGuireWoods, entitled, Making Sense of the 2010 Estate Tax Legislation, provides individuals and fiduciaries and their advisors with practical knowledge and tools for U.S. estate planning and administration, including:

  • Information needed to better understand the changed environment and the obstacles and opportunities it presents;
  • An understanding of the impact of the 2010 Tax Act by examining its history and provisions; and
  • Steps that can be taken with respect to lifetime gifts made in 2010 in light of the new law, and recommendations for taking advantage of the favorable environment in 2011 and 2012 to make lifetime gifts using all of the techniques available

The book also thoroughly covers:

  • The increased importance of state taxes under the 2010 tax act;
  • Charitable giving in 2011; and
  • Impact of 2010 tax act on international estate planning.

Making Sense of the 2010 Estate Tax Legislation is now available in an eBook format which you can download to your computer instantly.

About the Author(s):

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  • Ronald D. Aucutt is the leader of McGuireWoods’ private wealth services group. He concentrates on planning and controversy matters involving estate, gift, and generation-skipping transfer taxes; income taxation of trusts and estates; rules regarding tax-exempt organizations and charitable contributions; and related tax issues. He has extensive experience advising clients on the transfer of wealth from one generation to another, including the orderly and tax-efficient succession of family owned businesses. He has contributed to the formation of estate tax policy through legislation since 1976, as well as in Treasury regulations, and has served as an expert witness in estate and gift tax matters.



  • Charles D. Fox is a partner at the Charlottesville, NC office of McGuire Woods. His extensive experience includes estate planning and administration, and charitable organizations. He works with clients regarding planning for families with closely held businesses, including ownership succession issues; the use of family limited partnerships, limited liability companies, and other techniques to transfer wealth at significantly reduced transfer tax costs; and counseling on the appropriate uses of family offices.

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