Client Brochures and Other Informational
Guide to Estate Tax Planning
Guide to Irrevocable Life Insurance Trusts
Guide to Gifts and Gift Trusts
It in Trust
Federal Estate Taxes After the American Taxpayer Relief Act of 2012
Estate and Gift Tax Exemption
Amounts and Tax Rates under EGTRRA, TRA 2010 and TRA 2012 (Adobe PDF Format)
EGTRRA Maximum Estate
Tax Rate Graph (Adobe PDF Format)
QTIP Trusts (Adobe PDF Format)
Client Questionnaire - Married Couples (Adobe PDF Format)
Client Questionnaire - Single Persons (Adobe PDF Format)
Much of the material on this web site is in Adobe Acrobat PDF format.
If you don't already have the free Adobe Acrobat Reader, you may
click on the below icon in order to download it.
The information you obtain at this site is not,
nor is it intended to be, legal advice. You should consult an
attorney for individual advice regarding your own situation.
The use of the Internet for communications with the firm will not
establish an attorney-client relationship and messages containing
confidential or time-sensitive information should not be sent. The
hiring of a lawyer is an important decision that should not be based solely on
advertisement. Before you decide, ask us to send you free written
information about our qualifications and experience. As a
service to our visitors, this web site contains links to other web
sites. By so doing, no endorsement is made of the sponsors of
such sites or the products or services they offer.
© 2017 by James F. Gulecas, P.A. All rights