» Estate Tax

New (Good) Estate and Gift Tax News - Just Not the News You Were Expecting

The IRS announced last week, in a visually stunning and well written Revenue Procedure (that is sarcasm) some good news for estate and gift taxes. They announced the 2018 inflation adjusted amounts for the annual exclusion gift, the estate and gift t… Read More
Read More
Categories: Estate Tax, Gifts, News, Taxes

Relocating and Estate Planning - What Do I Need To Do Again?

Many people will relocate to another state upon retirement. A very common question we get in our seminars is whether or not your estate planning documents will be “good” in the new state? The answer to that question brings into focus the issue of… Read More
Read More

NITP Monthly In-The-Know Newsletter - This Month Featuring Marc S. Levine

As discussed elsewhere on our website, Norman B. Handler, Anne H. Sullivan and myself do a lot of speaking for the National Institute of Transition Planning.  In addition to the Federal government retirement seminars, we occasionally appear on the N… Read More
Read More

Our Attorneys

Norman B. Handler's Profile Image
Norman Handler started his legal career with the IRS, auditing estate tax returns and, in its National Office, developing estate tax policy. He moved into private practice, first as an associate and later as a partner in a large Montgomery County law…

Marc S. Levine's Profile Image
Marc S. Levine has been practicing law since 1992, all with Handler & Levine, LLC, and its predecessor firms.  Marc regularly assists individuals and families in preparing their estate plans, including drafting their wills, revocable trusts, tru…

View All Attorneys

For More Information

Fill out our online form
Connect With Us:logo_facebook
Associations:logo_avvologo_martindale_hubbell