Tag Archives: Gift

A Dying Mother Wrote Her Children Letters, Leaving a Gift of Love for Years

Jacqueline Zinn passed away in 2013 from brain cancer and spent the previous 18 months fighting as hard as she could, enduring surgery, radiation and chemotherapy. When she knew that she only had precious weeks left Jacquie decided to think… … Continue reading

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Using An Unsecured Loan to Avoid Gift Tax

Estate planning is among the most important areas of tax strategy. It was recently impacted by the Tax Cuts & Jobs Act (“Act”) when the estate tax exemption was increased.  The Act increased the estate tax exemption from $5.5 million to … Continue reading

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The Sentinel Strike: The Hartford’s Gift to New York Insurers in the War to Stop Policyholder Experts from Claiming Ambiguities Exist in Clear Policy Exclusions

In this age of exponentially increasing technology, we can rely on one certainty in property casualty jurisprudence – that is, bold policyholder assertions supported by even bolder “expert” opinions. In BF Advance, LLC v. Sentinel Insurance Company, No. 16-cv-5931 (E.D.N.Y. … Continue reading

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Article on Minority Discounts: The Alchemy in Estate and Gift Taxation

James R. Reptti published an Article entitled, Minority Discounts: The Alchemy in Estate and Gift Taxation, Wills, Trusts, & Estates Law eJournal (2018). Provided below is an abstract of the Article: A pernicious force is stalking the American economic landscape…. … Continue reading

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As Royal Wedding Gift Bags Hit The Market, Here’s How They’re Different From Award Bags

Prince Harry and Meghan Markle stand on the steps of St. George’s Chapel in Windsor Castle in Windsor, near London, England, as they leave after their wedding ceremony Saturday, May 19, 2018. (Ben Birchhall/pool photo via AP) On May 19, … Continue reading

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