Tag Archives: Jonathan Forster

Portability of the Estate and Gift Tax Exclusion – How Does it Work?

Portability refers to the ability of a surviving spouse, to make use of a deceased spouse’s unused estate tax exclusion amount (DSUE amount).  Portability was intended to simplify estate planning for married couples by eliminating the need for a bypass trust.  However, in order to preserve the DSUE amount the surviving spouse must comply with … Continue Reading

Thinking of Expatriating? You May Be Leaving More Behind Than You Expected

U.S. citizens and long-term permanent residents who are considering relinquishing their U.S. citizenship or long-term permanent residency in the U.S. have more than just the exit tax imposed under Code § 877A to consider – they must also consider the impact the expatriation will have on their U.S. family members and other intended U.S. beneficiaries.  … Continue Reading

Greenberg Traurig Webinar – What’s Trending?

Greenberg Traurig Tax & Business Group attorneys, Jonathan Forster and Todd Steinberg, hosted a webinar on important recent developments in the estate planning marketplace.  Forster and Steinberg reviewed the latest on the Morrissette case (the very first reported generational split dollar tax court case), the settlement of Woelbing (the latest seminal case involving installment sales to grantor trusts), … Continue Reading

Greenberg Traurig Presents At The AALU Annual Meeting During The Washington Report Marketplace LIVE! Session

Greenberg Traurig attorneys Jonathan Forster, Rebecca Manicone, and Richard Sirus presented today at the Association of Advanced Life Underwriting (AALU) Annual Meeting in Washington D.C.  Roughly 900 members and guests attended this session to listen to Forster, Manicone, and Sirus provide a review of hot estate planning and employee benefits topics from popular WRMarketplace reports.  … Continue Reading

Greenberg Traurig Webinar – 2016 Heckerling Institute on Estate Planning: Key Take-Aways

Greenberg Traurig Tax & Business Group attorneys Jonathan Forster and Todd Steinberg, along with AALU Director of Public Policy, David Hollingsworth, hosted the 2016 Heckerling Institute on Estate Planning webinar.  Hollingsworth provided the political and legislative update and discussed the challenges facing the insurance industry. Forster discussed what is trending  in the marketplace, including rising interest … Continue Reading

Overdue Taxes? You Could Lose Your Passport

Pursuant to a new law that Congress is expected to pass in early December, the State Department could soon have the power to rescind the passports of people who have “seriously delinquent” tax debt.  Taxpayers with over $50,000 of unpaid federal taxes who are not in the process of resolving their debts with the IRS … Continue Reading
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