Posts Tagged ‘ Estate Planning ’

Super Lawyers Selects William G. Benz as a Southern California Rising Star

SuperLawyers®, a rating service of outstanding lawyers, has recently released its list of 2018 Southern California Rising Stars.  Carico Macdonald Kil & Benz LLP is proud to announce that William G. Benz is among the 2.5% of attorneys in California to be selected as a Rising Star. Mr. Benz is a seasoned litigator is the firm’s trust and estate litigation and business transactions department.  He assists a broad array of clients, ranging from private…

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2016 Estate Planning News

by Christopher D. Carico | Partner

Change in Tax Focus of Basic Estate Planning

The federal government’s recent adoption of “portability,” allowing the transfer of the deceased spouse’s estate tax exclusion to the surviving spouse, and the fixing of the maximum federal estate tax rate at 40%, has shifted the tax planning focus for estate planners from estate taxes planning to capital gains tax for couples with wealth under $11,000,000.  Those couples may now be…

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