Julius Giarmarco

Julius Giarmarco

Troy, MI

Joined: July 07, 2008

Browse My Most Recent Articles

January 27, 2016
Combining an IRA trust and an ILIT

December 15, 2015
New law requires consistency of basis

August 21, 2015
Estate planning, IRS update: Transfers of FLP and FLLC interests require immediate attention

July 9, 2015
Keeping track of tax basis

June 11, 2015
Life insurance as a separate asset class

May 8, 2015
Trust protectors

April 9, 2015
Income tax planning for trust distributions

March 9, 2015
Don't forget to include powers of appointment in trust agreements

December 19, 2012
I.R.C. Section 2642(c)(2) Trusts

October 16, 2012
New 3.8 percent Medicare surtax: a possible boon to the life insurance industry

September 12, 2012
Reciprocal SLATs

August 8, 2012
QPRTs vs IDGT sale-leasebacks

July 9, 2012
A perfect storm for gifting: Top reasons why your clients should act now

June 11, 2012
Life insurance and divorce

May 10, 2012
QPRTs vs IDGT sale-leasebacks

April 11, 2012
Generation-skipping trusts

March 13, 2012
Estate tax provisions of President Obama's proposed budget for 2013

February 16, 2012
A comparison of college savings plans

December 18, 2009
Avoiding the three-year life insurance transfer rule

November 11, 2009
"Switching" ILITs

October 7, 2009
Gifting of LLC/FLP interests to family members: Timing is everything

September 16, 2009
Long term care riders inside an ILIT

August 20, 2009
Disclaimer trusts

July 10, 2009
Top 10 uses of life insurance in a family business succession plan

June 8, 2009
Top 10 uses of life insurance in non-taxable estates

Showing: 1 - 25 of 29     | 1 2 | >