March 30, 2018 | New Jersey Law Journal
Estate and Tax Planning Use of Trusts for Qualified Plan AssetsThe goal is to enable the trustee to defer income taxes on the benefits while coordinating the requirements of the client, the trustee, the plan administrator and the IRS.
By Gary S. Young and Frank L. Brunetti
9 minute read
December 17, 2014 | New Jersey Law Journal
The Trusteed Individual Retirement AccountTrusteed IRAs combine the tax advantage of an IRA with the flexibility and control of a trust, which can be crafted to meet the needs and expectations of the grantor and provide protection from creditors.
By Frank L. Brunetti
8 minute read
February 01, 2012 | New Jersey Law Journal
Yes, the IRS Can Pierce the Corporate VeilYou can run, but you can't hide (behind your other entity); the IRS can pierce the corporate veil.
By Frank L. Brunetti
7 minute read
September 05, 2013 | New Jersey Law Journal
Is the Right To Receive Insurance Policy Dividends an 'Incident of Ownership'?What are "incidents of ownership," with regard to a life insurance policy, and why do they matter to a decedent's estate?
By Frank L. Brunetti
8 minute read
June 06, 2012 | New Jersey Law Journal
Defining Ponzi-Scheme LossesInvestments lost to Ponzi schemes; capital losses or theft losses?
By Frank L. Brunetti
7 minute read