Vance Antonacci

April 27, 2023 | The Legal Intelligencer

The scheduled changes to the current tax laws and the potential for tax law changes prior to the cliff, as was attempted last year by the Biden administration, create ambiguities for clients and challenges for practitioners. Despite this uncertainty, there are planning opportunities for clients in the right situations.

By Vance Antonacci

7 minute read

February 23, 2023 | The Legal Intelligencer

While these exemptions present opportunities for reducing inheritance taxes, the business of agriculture exemption and QFOBI exemption carry risk of repayment of inheritance tax (plus interest), for which the recipient beneficiaries may be held joint and severally liable

By Vance Antonacci and Brian Honness

8 minute read

February 04, 2014 | The Legal Intelligencer

The transition of a family-owned or closely held business is an important event for estate planning clients. Historically, inter vivos and testamentary trusts have played an important role in succession planning.

By Vance Antonacci

8 minute read