Estate Planning
The Firm offers a wide variety of estate planning and estate administration services. From the basic, simple will, durable powers of attorney for health care and general powers of attorney to the most complex interaction of charitable and non-charitable gifting, the Firm can help clients plan, organize and manage their personal business affairs to minimize, or in some cases, eliminate gift, estate and generation-skipping transfer taxes.

• Estate Planning
• Succession Planning
• Trusts
• Wills

• May 19, 2010: From Washington: Democrats see compromise on an estate tax bill as a non-starter.
  From Washington: Democrats see compromise on an estate tax bill as a non-starter.
• May 14, 2010: Retroactive Application of Federal Estate Tax to January 1, 2010? Not So Fast!
  Retroactive Application of Federal Estate Tax to January 1, 2010? Not So Fast!
• March 18, 2010: Work to Begin on Resolving Estate Tax Repeal/Retroactive Application Issue
  Work to Begin on Resolving Estate Tax Repeal/Retroactive Application Issue
• November 30, 2009: Estate Taxes: Vote promised by House to Make 2009 Estate Tax Rate Permanent When Congress Returns
  Estate Taxes: Vote promised by House to Make 2009 Estate Tax Rate Permanent When Congress Returns
• October 23, 2009: Democrat in Ways & Means Committee Preparing Bill to Make Permanent 2009 Estate Tax Law Limitations
  Democrat in the Ways and Means Committee Are Preparing A Bill To Make Permanent the 2009 Estate Tax Law Limitations.
• June 24, 2009: Bill Introduced Will Have Significant Impact on Valuation of Assets for Estate & Gift Planning
  Bill Introduced Will Have Significant Impact on Valuation of Assets for Estate & Gift Planning
• June 2, 2009: U.S. Treasury would like to curb the use of GRATs for gift and estate planning
  U.S. Treasury would like to curb the use of GRATs for gift and estate planning because of a perceived tax abuse.
• April 24, 2009: Q: What are the fiduciary responsibilities to consider when executing business under a POA?
  What are the fiduciary responsibilities to consider when executing business under a power of attorney (“POA”)?
• March 5, 2009: Congress Considering
  Congress Considering
• February 9, 2009: 2009: FLPs, GRATs and Crummey Trusts, Will There Be Watershed Estate and Gift Tax Legislation?
  2009: FLPs, GRATs and Crummey Trusts, Will There Be Watershed Estate and Gift Tax Legislation?
• January 14, 2009: 2009 Changes to Estate Tax Planning
  2009 Changes to Estate Tax Planning
• December 19, 2008: Year End Gift Giving
  Year End Gift Giving
• November 18, 2008: Should we hold off on estate planning until the financial markets stabilize?
  We were thinking about starting our estate planning, but with the financial markets so unsettled, should we hold off for now?
• September 23, 2008: Is it really great news when the value of your vacation home falls?
  Is it really great news when the value of your vacation home falls?
• September 9, 2008: What should be my goals and objectives for my estate planning?
  What should be my goals and objectives for my estate planning?
• July 21, 2008: Thomas & Libowitz Welcomes New Associate Matthew F. Penater
  Matthew F. Penater Joins Thomas & Libowitz's Tax & Estates Departments
• July 16, 2008: How do I even begin the process of estate planning, it seems overwhelming?
  How do I even begin the process of estate planning, it seems overwhelming?
• July 1, 2008: Current Employment Opportunities for Attorneys
  Employment Oppertunities
• July 1, 2008: Current Employment Opportunities for Staff
  Employment Opportunities for Staff
• June 27, 2008: I want to add my eldest child to the deed on my home in order to avoid probate. Is this a good idea?
  I want to add my eldest child to the deed on my home in order to avoid probate. Is this a good idea?
• April 13, 2008: Interest Rates and
  Interest Rates and
• February 28, 2008: The stock market has been rocked, can that be good news?
  The stock market has been rocked, can that be good news?
• February 27, 2008: The Winnie-the-Pooh War: At the Intersection of Intellectual Property Law and Estate Planning
  The Winnie-the-Pooh War: At the Intersection of Intellectual Property Law and Estate Planning
• February 26, 2008: Bequeathing Specific Property Dilemma.
  If under your will you specifically leave property to a spouse, brother and sister and then leave the balance of your estate to your children,
• November 19, 2007: Estate Planning: Part Two of a Three Part Series
  
• October 24, 2007: Estate Planning: Three Part Series
  
• September 20, 2007: Estate Planning for Retirement
  Estate Planning for Retirement
• September 20, 2007: What effects will the changes in the Kiddie tax have on my family in 2008?
  
• August 16, 2007: Can I Put My Home in a Family Limited Partnership or Family LLC?
  
• July 24, 2007: Is Senator Roth your new best friend?
  
• June 29, 2007: Can My Father Avoid Probate on His House with a Life Estate Deed?
  
• June 13, 2007: I'm just a 20 something single, do I need a will and why?
  
• May 23, 2007: What Effect has the State and Federal Elections had on Your Estate Planning?
  What Effect has the State and Federal Elections had on Your Estate Planning?
• May 23, 2007: Can a By-Pass Trust be Funded with an IRA?
  Can a By-Pass Trust be Funded with an IRA?
• May 17, 2007: Charles B. Jones, Esquire to Appear as Guest Speaker on Cent$-able Finance
  Charles B. Jones, Esquire to Speak Concerning Estate Planning for Retirement
• April 1, 2007: Special Needs Trusts ? An Estate Planning Tool
  A Special Needs Trust is set up to protect dependents or others with ?special needs
• March 2, 2007: Beware of Titling of UTMA and UGMA Accounts
  
• February 15, 2007: Healthy, Wealthy & Wise: Creating Good Financial Habits for 2007
  Panel Presentation Held at Loyola College, Maryland
• November 28, 2006: Shifting Income to Minor Children
  
• September 8, 2006: Pension Protection Act of 2007 and Direct Charitable Contributions by Charles Jones
  Does the Pension Protection Act of 2007 allows me to make a direct charitable contribution of my retirement assets without any income tax?
• July 14, 2006: Comment on Custodial Accounts by Charles B. Jones
  In 2006 a bill was passed and later signed by the Governor allowing for joint custodianship...
• October 11, 2005: Estate Planning by Charles B. Jones, Esq.
  Great unsung hero of the estate and gift planning tool box: The GRAT.
• October 11, 2005: My chief liquid asset is my IRA and I am in a second marriage.
  I'd like it to be used for my second wife but when she dies, I'd like it to go to my children from my first marriage. Can I fund a trust for my wife and receive favorable tax treatment in my estate?

• Charles B. Jones
• Matthew F. Penater
• Glen E. Frost

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