Estate-planning expert Deborah Jacobs details how spouses can take advantage of the 'portability' tax provision, which allows them to maximize both partners' estate tax exclusion, and how this strategy differs from trusts.
Estate-planning expert Deborah Jacobs outlines how to approach the estate tax exemption and gift tax rules, addresses a popular misconception about estates, and offers key documents that all individuals should have in place.
Hello and welcome to the Capital Trust Incorporated Management Conference Call. Before we begin, please be advised that the forward-looking statements contained on this conference call are subject to certain risks and uncertainties including but not limited to the continued credit performance for ...