Frank L Brunetti

Frank L Brunetti

March 30, 2018 | New Jersey Law Journal

Estate and Tax Planning Use of Trusts for Qualified Plan Assets

The 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 Account

Trusteed 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 Veil

You 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 Losses

Investments lost to Ponzi schemes; capital losses or theft losses?

By Frank L. Brunetti

7 minute read