Publications

Estate Planning During Uncertain Times

September 22, 2020 Webinar
Wine Industry Education Series

Farella's Wine Industry Education Series features Lauren Galbraith discussing "Estate Planning During Uncertain Times."

Estate planning for vineyard and winery owners has come to the forefront during this unpredictable pandemic and in light of the upcoming general election. There may be things out of your control, but your estate plan isn’t one of them. With a record-high gift tax exemption, low interest rates and in some cases lower valuations, the time is ripe to consider shifting wealth to the next familial generation. Join our discussion outlining successful strategies including:

  • General Estate Planning
  • Wealth Transfer
  • Intra-family Loans
  • Avoiding Property Tax Reassessment

Firm Highlights

Publication

Your Retirement Planning and the SECURE Act

The Setting Every Community Up for Retirement Enhancement Act (or SECURE Act), signed into law on December 20, 2019, changes retirement planning significantly and unexpectedly. The bulk of the changes become effective as of January...

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Publication

Four Tips for High Net Worth Individuals Desiring to Utilize Record-High Lifetime Exemptions

The historically high lifetime exemption amount for gift, estate and generation-skipping transfer taxes increased from $11,400,000 to $11,580,000 per person this year due to inflation indexing. Individuals who had used up their lifetime exemption...

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News

Year-End Planning After The Election: What Financial Advisors & Tax Pros Are Telling Clients About Future Tax Changes

Lauren Galbraith was quoted in the Forbes article "Year-End Planning After The Election: What Financial Advisors & Tax Pros Are Telling Clients About Future Tax Changes." Read the full article, here .

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News

How California Wine Business Property Transfer Rules Will Change in 2021

Lauren Galbraith commented in the North Bay Business Journal article "How California Wine Business Property Transfer Rules Will Change in 2021."  “I see families in the wine business demonstrate keen awareness that they must...

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Publication

Estate Tax Planning for Large Company Stock Holdings: Four Tips for Using Record-High Lifetime Exemptions

Published on MyStockOptions.com . Key Points Annual inflation-indexing continues to increase the historically high lifetime exemption amount for gift, estate, and generation-skipping transfer taxes. Those of considerable wealth who have not yet made gifts...

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