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Tag Archives: Taxation

The new relevance of income taxes in estate planning (access required)

Estate Planning Seniors FEA

Historically, estate planning has focused more on estate, gift, and generation-skipping taxes, and less on income taxes. Therefore, most estate plans for affluent cou­ples include what is often referred to as “A-B Trusts.” Following the substantial changes made by the ...

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IRS Not Liable for Fees for Donor-List Release (access required)

Although a marriage advocacy group was a “prevailing party” in its lawsuit against the Internal Revenue Service for unauthorized release of the group’s unredacted donor list from its 2008 IRS filing, the government’s litigation position was “substantially justified” and the ...

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