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  • Who We Are
    • Our Firm
    • Our People
    • Summer Cohort 2025
  • Who You Are
    • Families
    • Businesses
    • Administrators
  • How We Work
  • How We Help
    • Trusts & Estate Planning
    • Estate Tax Planning
    • Asset Protection & Wealth Preservation
    • Probate Litigation
    • Guardianship Administration
    • Estate Disputes & Litigation
    • Fiduciary Litigation
    • Business Succession Planning
    • Trust Administration
    • Tax Compliance for Estates
    • Fiduciary Services
  • Getting Started
    • Why Work With Us
    • How To Start
    • Schedule Online
    • Contact
  • Resources
    • Blog
    • FAQ
    • FAQs – Trust Funding
    • Glossary
    • Pay Online
    • Free guides

Tax Benefits of Investing in Opportunity Zones

by Trust Counsel | Feb 21, 2019 | Articles, Estate Tax

The Tax Cuts and Jobs Act, P.L. 115-97, created a very attractive tax incentive for real estate investors. It created Qualified Opportunity Zones (“QOZ”) to bring private investments to low-income communities. Then, on October 29, 2018, the IRS issued proposed...

Even the President Needs a Great Estate Plan

by Trust Counsel | Feb 21, 2019 | Articles, Asset Protection, Celebrity Estates, Estate Planning, Estate Tax

In honor of Presidents’ Day, it seemed most fitting to feature two of our most famous presidents and their estate plans (or lack thereof): George Washington and Abraham Lincoln. Our nation’s first president, George Washington, died on December 14, 1799. Less than six...

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