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When a married person dies and passes assets outright or in a qualifying trust to the surviving spouse, those assets receive a new basis and are not subject to estate taxes. Under current tax laws, this provides a unique estate planning opportunities through unused exemptions and marital trusts. READ MORE
Each January, the University of Miami hosts the Heckerling Institute on Estate Planning, the country’s largest estate planning seminar. Here I provide links to the seminar summary reports sent to my newsletter subscribers, along with parts of my commentaries. READ MORE
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