Sheppard, Brett, Stewart, Hersch, & Kinsey, P.A. Attorneys at Law

Monthly Archives: February 2008

IRS Successfully Challenges Family Limited Partnerships

February 8, 2008 – 9:14 am

I spent the third week of January in Orlando at the University of Miami’s Heckerling Estate Planning Conference. This is a top national conference covering estate planning topics, where you will find many eminent attorneys both lecturing and attending. Topics include what’s new in the tax laws, IRS challenges and court cases, and what planning […]

By Craig R. Hersch | Posted in Asset Protection, Estate Planning | Comments (0)

Now is the Time for a Residence Trust

February 1, 2008 – 1:06 pm

The New York Times recently ran a story painting a gloomy picture about the Southwest Florida real estate market. Some say that it was too gloomy. Bill Valenti, President and Chief Executive Officer at Florida Gulf Bank tells me that he was interviewed for the story by the Times correspondent. Mr. Valenti’s points didn’t make […]

By Craig R. Hersch | Posted in Estate Planning | Comments (0)