Falk, Cornell & Associates, LLP

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Double Disclaimer Saves Millions in Estate and GST Tax

February 28, 2011 by Mary S. Falk, Estate Planning Attorney

This month’s Alert examines how effective use of disclaimers can save millions in taxes. The Alert examines a ruling request presented to the IRS involving such a situation.   Compliments … [Read more...]

TRA 2010 Creates Opportunity for New Planning Strategy – The FlexTrust

January 31, 2011 by Mary S. Falk, Estate Planning Attorney

The question of whether to fund a credit shelter trust has long been a central question in estate planning. With the new tax law and it’s temporarily increased exemption, the question is all the more … [Read more...]

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865 Laurel Street, Suite 4
San Carlos, CA 94070
United States (US)
Phone: (650) 463-1550
Fax: (650) 463-1560

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