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PALEY LAW CORPORATION
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Client Resources
Articles - 2011
• Both a Borrower and a Lender Be: Use Graegin Loans to Pay Estate Tax - CEB Blog - December 28, 2011
• Federal Judge Green Lights IRS Search For California Gift Tax Cheats - Forbes - December 18, 2011
•Brooke Astor Estate Now Faces $62 Million Attack By IRS - Forbes - December 7, 2011
•Can Gift-Splitting Go Wrong? - AdvisorOne - November 26, 2011
•The New Gift Tax Audits: IRS Identifies Non-Filers Using State Property Records - November 19, 2011
•Many Boomers Avoid Living Wills, Say They’re Young - Associated Press - November 16, 2011
•Paterno House Transfer Won’t Shelter Him - Forbes - November 16, 2011
•Steve Jobs’ Estate Not Likely To Owe Tax - Forbes - November 11, 2011
•Should I Stay or Should I Go? What Religion Says About Pulling the Plug - Forbes - November 10, 2011
•Tax Rules Allow An Array Of Givers To Be More Generous - The New York Times - November 1, 2011
•The Upside Of Gifts Made Directly From I.R.A.’s - The New York Times - November 1, 2011
•Family Business Transition Planning - Journal of Accountancy - November 2011
•Little Things Can Cause Big Fights When A Relative Dies - Forbes - October 24, 2011
•Steve Jobs’ Estate Not Likely To Owe Tax - Forbes - October 11, 2011
•IRS Clarifies Estate Rules - The Wall Street Journal - October 8, 2011
•Charitable Giving By Steve Jobs May Forever Remain A Mystery - Forbes - October 6, 2011
•Sign a Healthcare Proxy, Living Will and Power of Attorney - Forbes - September 26, 2011
•Money Issues Of Surviving Spouses - The Wall Street Journal - September 18, 2011
•IRS Makes Bereaved Families Wait, Then Hurry Up - Forbes - September 10, 2011
•In Agreement On Estate Taxes, Even More Complications - The New York Times - September 9, 2011
•A To-Do List For The Surviving Spouse - Kiplinger - September 1, 2011
•On Charity, Steve Jobs Has A Right To Remain Silent - Forbes - August 30, 2011
•6 Ways To Give Family And Friends Financial Aid - Forbes - August 22, 2011
•How To Use The New Tax Break For Married Couples - Forbes - August 21, 2011
•Stock Market Dive Yields Gift-Tax Bargains - Forbes - August 19, 2011
•Tax Deadlines For 2010 Deaths? IRS Finally Issues Guidance - Forbes - August 9, 2011
•Nice Girls Talk About Estate Planning - Forbes - August 9, 2011
•Giving Property As A Gift Requires Careful Tax Planning - Chicago Tribune - July 29, 2011
•A Trust Surges, Heirs And Taxes In Mind, But Mind The Details - The New York Times - July 22, 2011
•10 Ways To Lawsuit-Proof Your Estate - Forbes - July 13, 2011
•New Heirs Face Confusing Tax Choice - Forbes - July 13, 2011
•Taxed to Death...And Then Some - Working Ranch Magazine - June/July 2011
•Estate Tax Returns To Shrink Sharply For 2011 - The Wall Street Journal - June 9, 2011
•The Five Biggest Ways to Bungle a Trust - Barron’s - May 21, 2011
•Do It Yourself Estate Planning - A Uniquely Bad Idea! - Forbes - May 17, 2011
•Wealthy Hesitate To Take A Break On Estate Taxes - The New York Times - May 13, 2011
•Shutting Out The Kids From The Family Fortune - The Wall Street Journal - May 10, 2011
•IRS Targets Family Real Estate Transfers - Forbes - March 24, 2011
•The Extra Hoops Gay Parents Must Jump Through - The New York Times - March 23, 2011
•It Pays To Plan For Future Estate Tax Changes - Forbes - March 14, 2011
•Estate Planning: 10 Things That Make the Road to Heaven Smoother - DailyFinance - February 22, 2011
•Six Ways to Store Securely the Keys to Your Online Financial Life - Forbes - February 15, 2011
•New Estate Tax Law Poses Dilemma For The Rich - Forbes - February 2, 2011
•The $5 Million Tax Break - The Wall Street Journal - January 29, 2011
• Married, With Assets - Forbes - January 26, 2011
• Rich Folks Seek to Undo 2010 Taxable Gifts - Forbes - January 12, 2011
• IRS: No Charitable IRA Do-Over - The Wall Street Journal - January 7, 2011
•Estate Tax Changes Verge on the Absurd - The Street - January 5, 2011
•Planning for a Disappearing Estate Tax Break - Forbes - January 3, 2011
Estate & Trust Planning • Estate & Trust Administration • Probate • Asset Protection • Business Entity Formation
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To ensure compliance with requirements imposed by the Internal Revenue Service, Paley Law Corporation informs you that any U.S. tax advice contained in this communication (including any links to other websites or material) is not intended to be used, and cannot be used, for purposes of (i) avoiding penalties imposed under the Internal Revenue Code, or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.