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Gregory S. DuPont

Important Steps in Preserving Your Estate

Timely planning is necessary to preserve the assets you have worked so hard to accumulate and to protect your loved ones. The key to successful estate preservation is planning. So, don’t put it off. Consider taking these important steps now.

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Gregory S. DuPont

Consistent Estate Basis Reporting Rules

On March 4, 2016, the IRS issued proposed and temporary regulations regarding the basis of property acquired from a decedent. The purpose of the regulations is to ensure that a recipient's basis in certain property acquired from a decedent is consistent with the value of the property as ultimately determined for federal estate tax purposes.

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Gregory S. Dupont

“UGMA” and “UTMA” in Action

Parents who would like to give property to their minor children may be unaware of their options regarding the ways in which property can be held for the benefit of their children.

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