Doug Moy is a consulting specialist in estate/gift taxation and planning that I have relied upon for key estate tax planning issues over the years. Doug’s contact information is contined at the end of each report.
With Doug’s permission, I am including his most recent Estate Wise Planning Newsletters.
Vol. V, No. 9. September 2009 “Estate Tax Return” and other topics
Vol. V, No. 5. May 2009 “State Estate Tax Misunderstandings” “Lifetime Estate Management Plan” and other topics
Vol. V, No. 8. August 2009 “State Real Estate Transfers”, “Life Insurance Policies Sold At a Profit: and other topics
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