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The New York Times // Why Some Tax Strategies Should Wait Until Next Year - Press Mention - 12/15/2017
Davis & Gilbert LLP Elects Five New Partners and One Counsel - Press Release - 01/04/2017
The New York Times // The Argot of Trusts, As Told in Acronyms - Press Mention - 03/28/2014
The New York Times // The End of a Decade of Uncertainty Over Gift and Estate Taxes - Press Mention - 01/07/2013
Barrons.com // The Five Biggest Ways To Bungle a Trust - Press Mention - 05/21/2011
Fortune: Wealth Adviser // More Money for the Kids - Press Mention - 02/07/2011
The New York Times // Estate Tax Will Return Next Year, but Few Will Pay It - Press Mention - 12/17/2010
The New York Times // Confusion Over the Dormant Estate Tax Keeps Advisers Busy - Press Mention - 06/11/2010
The New York Times // A Bizarre Year for the Estate Tax Will Require Extra Planning - Press Mention - 01/09/2010
The New York Times // Thinking Hard About Retirement and Death - Press Mention - 12/26/2009
Private Client Services Alert >> Estate Tax Set to Expire on New Year's Day - Alert - 12/23/2009
The federal estate tax law in effect since 2001 is set to expire on January 1, 2010. In mid-December, Congressional leaders announced they were unable to reach an agreement on a new law extending the estate tax.
The PLI 40th Annual Estate Planning Institute: Family Limited Partnerships and Limited Liability Companies - Watching the Law Develop - Published Article - 09/14/2009
By Daniel L. Keston
This outline surveys new issues relevant to the use of family limited partnership and family limited liability company structures in sophisticated estate plans. Specifically, Part I of this outline highlights important federal and state legislative developments. Part II reviews six recent notable court decisions, all of which happen to be Tax Court memorandum decisions.
Part III of this outline presents planning techniques which take into account the impact of the legislative developments set forth in Part I or the case law developments described in Part II. Finally, Part IV looks back at the Appeals Settlement Guidelines issued in 2006 and considers whether and to what extent they are still relevant in the current planning environment.
Private Client Services Alert >> Three Reasons Why Now Is The Time For Estate Planning - Alert - 03/06/2009
Although the current economic environment is troubling, there is one area of personal planning that could benefit tremendously from all the bad news: estate planning. This alert describes three reasons why now is a good time for everyone to review their estate planning and consider implementing certain planning techniques.
Daniel L. Kesten Joins Davis & Gilbert's Expanding Private Client Services Practice Group - Press Release - 01/20/2009
