Tax Cuts and Jobs Act: Application to Estate Planning and Gift Planning
insights
Scott Ross
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January 8, 2018
The most important parts of estate planning aren’t related to taxes. Instead, they focus on identifying the people who will care for our children, structuring customized provisions so that inherited wealth has a positive impact on the lives of our beneficiaries, and thinking through the overall division of our estate between heirs and charities — all…
Is This the End for Valuation Discounts in Family Wealth Transfers?
insights
Lisa Weinstein Burns
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Filmore E. Rose
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Scott Ross
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September 29, 2016
Wealthy families for decades have been successfully utilizing illiquid, minority interests in business entities such as family limited partnerships (FLPs), family limited liability companies (LLCs), and closely-held corporations to transfer wealth to the next generation or beyond at significantly discounted valuations. These entities commonly hold closely held business interests, real estate, or other investment assets,…
Rimon Partners in Five States and in Israel listed in Best Lawyers® for Third Consecutive Year.
news
Bernays T. (Buz) Barclay
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Phillip Quatrini
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Filmore E. Rose
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Scott Ross
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John R. Mussman
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Carl Sherer
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August 15, 2016
New York, NY — Monday, August 15, 2016 — Rimon, P.C. is proud to announce that six of its Partners, across five offices, have once again been honored by The Best Lawyers in America®, the oldest, most recognized and respected attorney-reviewed publication in the legal field. Our honored partners were: Corporate Attorney Bernays T. (Buz) Barclay in Rimon’s New York…
Rimon Partners in Five Offices Named in Best Lawyers® in America List Again.
news
Filmore E. Rose
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Phillip Quatrini
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Scott Ross
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Bernays T. (Buz) Barclay
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October 2, 2015
New York, NY — Monday, August 17, 2015 — Rimon, P.C. is pleased to announce that six of its Partners have been named to the 22nd Edition of Best Lawyers® 2016, the oldest and most recognized and respected attorney-reviewed publication in the legal profession. Rimon Partners, Bernays T. (Buz) Barclay, John Hintz, Phillip Quatrini, Filmore E. Rose, Scott D. Ross, and Neil Smith are…
Rimon Partners in Four Offices Named to 2015 Best Lawyers® in America List
news
Bernays T. (Buz) Barclay
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Filmore E. Rose
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Scott Ross
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December 1, 2014
New York, NY — Tuesday, November 25, 2014 — Rimon, P.C. is pleased to announce that five of its attorneys have been named to the 2015 Edition of Best Lawyers, the oldest and most respected peer-reviewed publication in the legal profession. Rimon Partners, Bernays T. (Buz) Barclay, John Hintz, Filmore E. Rose, Scott D. Ross, and Neil Smith were included on…
Avoiding California State Income Tax Through Irrevocable Trusts
insights
Scott Ross
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December 11, 2013
EXECUTIVE SUMMARY: With the maximum California state income tax rate at 13.3% for both ordinary income and capital gain, strategies to defer or eliminate California state income tax have greater importance. One strategy to consider is the creation of an irrevocable children’s trust in a state with no state income tax. If the trust is…
