Moving the immovable: protecting real estate from creditor claims

Article Abstract:

Means of protecting one's real estate assets from creditors are outlined. Topics include irrevocable trusts, transfers to a family limited partnership or limited liability company, asset leveraging, and intra-family tax deferred sales .

Author: Bove, Alexander A., Jr.
Tax Law, Public Finance Activities, Real estate, Protection and preservation, Real property

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Tax-favored strategies for funding a child's higher education

Article Abstract:

The author discusses financial planning for childrens' higher education with a focus on tax consequences. State savings programs, IRAs, savings bonds, tax credits, and loans are included in the discussion.

Author: Melone, Matthew A.
Personal Tax Planning, Finance, Personal finance, Education, Higher, Higher education, Tuition tax credits

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Proper Medicaid planning may permit keeping the home in the family

Article Abstract:

The author discusses tax planning methods, such as using safe harbor transfers and reserved life estate transfers, to enable taxpayers to maintain their family homes and qualify for Medicaid.

Author: Barreira, Brian E.
Taxation, Decedents' estates, Medicaid, Safe harbor (Taxation)

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Subjects list: Methods, United States, Financial planning, Laws, regulations and rules, Tax planning
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