What’s trending on NP Trusts & Estates

May 01, 2018

NP Trusts & Estates Blog

Author(s): Kaitlyn B. Barnett, Mary-Benham B. Nygren, Kenneth H. Silverberg

Three documents to prepare your child for college, planning for uncertain times, intentionally including assets in your gross estate, income tax implications of cryptocurrency transactions and more. Here’s what’s trending in estate planning and wealth management.

Estate Planning

Three documents to prepare your child for college

As “college acceptance” season is here, now is the time for families to sit down with their college-bound son or daughter and discuss how to ensure they are prepared for the college experience. The following information provides a simple overview of how basic incapacity planning can provide peace-of-mind for both families and college students alike.—Kaitlyn B. Barnett

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Cost basis considerations in estate planning

With the federal estate and gift tax exemption levels so high, there is an increasing need to consider income tax planning in conjunction with your estate plan. Here’s an overview of the trade-off between estate tax and income tax minimization.—Megan C. Neal

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Intentionally including assets in your gross estate

For most Americans, particularly those who die in this period of historic federal estate tax exemptions, income tax minimization is of utmost importance.—Kenneth F. Hunt

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Planning for uncertain times using disclaimer trusts

Given higher exemption rates, disclaimer trusts may be a powerful tool for couples to minimize taxes and claims of creditors, while still allowing a large degree of control over assets by a surviving spouse.—Kenneth F. Hunt

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Income Taxes

Income tax implications of cryptocurrency transactions

Did you report all your taxable cryptocurrency transactions? The IRS will be checking.—Jordan Tepfer and Kenneth H. Silverberg

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Does your federal withholding need a check-up?

The Tax Cuts and Jobs Act has changed the way the federal income tax is calculated. Accordingly, the IRS has issued a new withholding calculator for 2018.—Daniel N. Jones

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Wealth Management

Market Pulse: April Economic Highlights

Economic and market highlights from the NP Investment Team for April 2018.—NP Investment Team

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Informed delivery allows electronic preview of U.S. mail

The U.S. Postal Service’s Informed Delivery e-mail notification provides a digital preview of the mail and information on packages scheduled for delivery to a residential address.—Mary-Benham B. Nygren

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The foregoing has been prepared for the general information of clients and friends of the firm. It is not meant to provide legal advice with respect to any specific matter and should not be acted upon without professional counsel. If you have any questions or require any further information regarding these or other related matters, please contact your regular Nixon Peabody LLP representative. This material may be considered advertising under certain rules of professional conduct.

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