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  • Posts by Eric Metzger
    Associate

    Eric is an attorney in the firm’s Cincinnati and Louisville offices and is a member of the Estate Planning Department. He assists clients in drafting estate plans, including wills, trusts, powers of attorney, and living ...

Posted in Estate Planning

In a departure from their previously announced position, the IRS recently ruled that trusts which were decanted into new trusts on slightly different terms preserved their favorable grandfathered status against the generation-skipping transfer (GST) tax (see IRS Private Letter Ruling 201711002).

Posted in Estate Planning

The generational transfer of wealth is a complex issue facing many high net worth individuals that requires meticulous planning and the balancing of competing interests. On one hand, wealthy individuals desire to protect their wealth and reduce transfer taxes to the greatest degree possible. On the other, these same individuals are understandably reluctant to cede present control ...

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