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New (Good) Estate and Gift Tax News - Just Not the News You Were Expecting
October 24th, 2017
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…
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Relocating and Estate Planning - What Do I Need To Do Again?
February 10th, 2015
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…
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NITP Monthly In-The-Know Newsletter - This Month Featuring Marc S. Levine
January 27th, 2015
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…
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Our Attorneys
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…
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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…
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