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Estate Planning

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Estate Planning, Private Client Services
Danielle Jacobs | 6.15.2023

Are Your Digital Assets Lost Forever?

Learn how to keep your digital assets safe with these tips from the Schneider Downs Estates and Trusts team.

Estate Planning, Tax
Haleigh Heaton | 10.25.2022

IRS Gave the Gift of Higher Estate and Gift Tax Limits for 2023

Learn more about how you can give tax-free gifts in 2023 due to Rev. Proc. 2022-38.

Estate Planning, Government, Private Client Services
Gregory Allison, Michael Darpino, Melanie LaSota | 11.23.2021

Estates and Trusts Tax Update - November 2021

Get the latest estates and trusts tax updates from our estate planning professionals.

Business Valuation , Estate Planning, Tax
Tom Pratt | 11.2.2021

Michael Jackson vs. Kenny Pickett

Learn how a Federal Tax Court opinion and the NCAA's new NIL rules sparked the question, can Kenny Pickett's names, image and likeness be worth more than Michael Jackson's?

Estate Planning, Tax, Tax Policy, Tax Reform
Michael Darpino | 9.28.2021

Proposed Legislation Targets Estate and Gift Tax Planning

Learn more about the estate and gift tax planning opportunities under the proposed Build Back Better Act legislation and what those changes entail.

Estate Planning, Exit and Succession Planning
Carol Murray | 3.3.2021

Letter of Intent?

Read more about what could be included in a letter of intent and how it can be a beneficial tool in estate planning.

Estate Planning, Tax
Haleigh Heaton | 1.13.2021

New $67 User Fee for Estate Tax Closing Letters Proposed by IRS

Learn more about the estate tax closing letter fee proposed by the IRS and its impact on estate planning efforts

Coronavirus, Estate Planning, Paycheck Protection Program (PPP), Tax
Melanie LaSota | 12.3.2020

Impact of Gifting Ownership Interest on PPP Loan Procedures

Learn more about the complicated implications on ownership procedures if gifting your ownership interest in a business that has a PPP loan.

Estate Planning, Tax
Haleigh Heaton | 11.3.2020

Projected Estate and Gift Tax Changes Announced by the IRS for 2021

Learn more about the projected Estate and Gift Tax Changes Announced by the IRS for 2021.

Estate Planning, Private Client Services, Tax
Jamie Drennen | 10.15.2020

IRS Issues Final Regulations for Non-Grantor Trust Deductions

The IRS has issued final regulations on the deductions available to estates and non-grantor trusts. Under the Tax Cuts and Jobs Act, which was enacted

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