The Internal Revenue Service has released Revenue Procedure 2016-55. This includes the annual inflation adjustments to a variety of taxes as set forth in the Internal Revenue Code. A few items of interest include: Estate Tax Exemption: $5,490,000.00 Annual Gift Tax Exclusion Amount: $14,000.00 (no change) Annual exclusion amount for gifts to spouses who are.
HOMESTEAD Basic Probate, Guardianship and Elder Law CLE Thursday, February 18, 2016 Tampa Airport Marriott Jeffrey S. Goethe Florida Bar Board Certified Wills, Trusts and Estates Attorney Barnes Walker, Goethe, Hoonhout, Perron & Shea, PLLC 3119 Manatee Avenue West Bradenton, FL 34025 Disclaimer The following materials are intended for educational purposes only. They do not.
HOMESTEAD When confronted with planning issues for homestead real property, a Florida attorney must proceed with caution. Often, a client’s primary residence makes up a large portion of the client’s estate. Second marriage planning issues, estate tax considerations, the client’s desire to avoid probate, and a variety of other issues force the planner to address.
Jeffrey S. Goethe will be one of several speakers during a continuing education seminar for attorneys, accountants and other professionals on July 22nd, 2016. Click here for more information about the seminar: “The Probate Process From Start to Finish”. You can see an overview of the course below: Your Fundamental Guide to Probate Course Content.