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Kissinger and Fellman, P.C. - Quick Tips
... Unified Gift and Estate Tax Exclusion Amount - the unified federal gift and estate tax credit currently shields ... the educational institution (for tuition gifts) or to the healthcare ...
http://www.kandf.com/quicktips/gift_planning.html

Estate Planning Concepts - Articles Marital Deduction, Q-Tip Trust, Credit Shelter, Charitable
... Federal estate tax in the estate of the first spouse to die. A trust (a "credit ... unlimited gift tax exclusion is provided ... for tuition will not qualify for the exclusion ...
http://www.bradynordgren.com/articles_concepts.html

Shaftellaw.com:
The Law Offices of David G. Shaftel is an Alaska lawfirm which emphasizes estate planning and estate and trust administration. ... of the federal gift, estate, and GST tax changes: Increase in Gift Tax Applicable Credit Exclusion Amount. At ... Alaska's new Qualified State Tuition Program authorized by I.R ...
http://www.shaftellaw.com/newletters/summer2001.html

Estate Planning
Estate Planning is management of you assets during and after your lifetime for the benefit of your self and your family. ... federal gift tax also includes an express exclusion for transfers in any amount made on behalf of an individual directly to an educational institution as tuition ... federal estate tax ...
http://www.middletownlaw.com/estate_planning.htm

Estate Planning Opportunities and Strategies for Private Forest Landowners
... Tax. Federal Estate Tax. The Exclusion Equivalent to the Unified Credit Against Federal Estate and Gift Tax ... Annual Exclusion From Gift Tax Liability. Exclusion for Gifts of Tuition or ...
http://www.timbertax.org/estate_laws/estateplanning/html/estateFrame.htm

Publication 950 (Rev. March 2002)
File type:PDF - Download PDF Reader
... subject to federal estate tax ... Gift Tax Purposes:For Estate Tax Purposes:ApplicableApplicableUnifiedExclusionUnifiedExclusionYearCreditAmountCredit ... Tuition or medical expenses you ...
www.irs.ustreas.gov/pub/irs-pdf/p950.pdf
More pages from irs.ustreas.gov

Gifting: A Property Transfer Tool of Estate Planning, from the Montana State University Extension Service
This guide explains how to use laws that allow gifts of real and personal property to reduce income taxes and eventual estate taxes. Includes changes resulting from the Economic Growth and Tax ... gift taxes on transfers made during life. However, when the applicable credit is used during life on gifts, the amount of credit available to offset the federal estate tax ...
http://www.irs.ustreas.gov/pub/irs-pdf/p950.pdf

Publication 950 (3/2002), Introduction to Estate and Gift Taxes
... to federal estate tax ... Gift Tax Purposes: For Estate Tax Purposes: Year. Unified Credit. Applicable Exclusion Amount. Unified Credit. Applicable Exclusion ... Tuition or medical expenses ...
http://www.umsl.edu/~smallbus/IRS/publications/p950.html

Delta Farm Press: Unified credit for gift and estate taxes | KeepMedia
KeepMedia Free Trial. If you give someone money or property during your life, you may be subject to federal gift tax. The money and property you own when you die - your estate - may likewise... subject to a federal estate tax. I used the ... or political organization; tuition or medical expenses you ... A unified credit applies to both the gift tax and the estate tax ...
http://rdre1.yahoo.com/click?u=http://www.keepmedia.com/ShowItemDetails.do%3FitemID%3D138401%26extID%3D10032%26oliID%3D213&y=02FB67C0F5C5D1EE&i=487&c=10522&q=02%5ESSHPM%5BL7yz%7Bzm~s%3Fzlk~kz%3Fk~g%3F%7Cmz%7Bvk%3Fxvyk%3Fzg%7Csjlvpq%3Fkjvkvpq6&e=utf-8&r=8&d=nrm-en-us&n=EB645H0HCA640VT4&s=0&t=&m=408C7285&x=017D436BECB465FE

Estate and Gift Taxes
... subject to federal estate tax ... Gift Tax Purposes in years 2002 and 2003 the Unified Credit is 5,800, the Applicable Exclusion Amount is ,000,000. For Estate Tax ...
http://www.irs.ustreas.gov/businesses/small/article/0%2C%2Cid=98968%2C00.html

www.cannonfinancial.com/ep/tocV1.pdf
File type:PDF - Download PDF Reader
... Exclusion for Tuition Expenses and Medical Expenses............................ 46 E. Federal Gift Tax Deductions ... Unified Credit Against Estate Tax ...
www.cannonfinancial.com/ep/tocV1.pdf
More pages from cannonfinancial.com

Valerie Merritt --- Attorney at Law
... Applicable Exclusion Amount. The credit against the federal estate and gift tax (applicable credit amount ... institution for tuition. The ,000 annual exclusion is indexed ...
http://www.cannonfinancial.com/ep/tocV1.pdf

Bowditch & Dewey, LLP - Articles
... This credit is available to every taxpayer for federal gift and estate tax purposes. It is only one credit, so ... exclusion, the tuition and medical expense exclusion, and gift ...
http://www.bowditch.com/WebPage.html?ID=85

Federal Estate and Gift Tax Law
WillTrust.com is an elder law informational resource for legal, financial, social, and economic issues. ... the federal gift tax. From 2002 through 2009, the highest estate and gift tax rates and the unified credit which ... gift. The exclusion for medical expenses and tuition is in ...
http://www.willtrust.com/book/estatetax.htm

Gifts for Minors
An article describing different ways of making gifts to a minor, and the gift tax, estate tax, and income tax treatment of each kind of gift, including gifts in trust, gifts to a custodian under ... tax unified credit applicable exclusion amount, each ,000 gift saves ,100 (or more) in future federal estate tax ... payment of tuition to a tax-exempt school ...
http://www.evans-legal.com/dan/giftsminors.html

ESTATE PLANNING UNDER THE 2001 TAX ACT
... Estate Tax Applicable Exclusion Amount3. D.Gift ... exclusion amount in stages to .5 million by 2009.To offset the federal revenue losses of these changes, the state death credit ...
http://www.trustsandestates.net/Guest_Folder/AkersEGTRRA/AkersEGTRAA.htm

Gift Tax
Gift Tax - We're the home of affordable IRS form 709 federal gift tax software. ... credit of 2,800 allowed each taxpayer to transfer 0,000 free of federal estate and gift tax. The exclusion amount ... Unified Credit. Tuition and Medical Care ...
http://www.709accountant.com/unified-credit.htm

Index
... 2003 Federal Estate and Gift Tax Rates. 2003 Federal Estate and Gift Tax Rates. 2003 ... GIFT_AND_ESTATE_PLANNING_CONCEPTS_CREDIT_SHELTER_BYPASS_TRUST ...
http://www.development.msu.edu/pgaol/idxlist.html

EXCLUSIONS AND DEDUCTIONS FROM THE FEDERAL GIFT AND ESTATE TAXES
... exclusion from federal gift tax increased to ,000 and so forth. < Body> Because these gifts are tax-free, they do not count against the estate tax credit ...
http://www.precision-info.com/newtut/data/-584440878.htm

Untitled Document
... Federal Gift & Estate Tax. Federal ... Estate Tax when ... credit shields a portion of your estate (called the "Applicable Exclusion Amount") from Federal Gift & Estate Tax. The 2001 Tax ...
http://www.perkinslawfirm.com/estate/gifttax.html

Federal Estate and Gift Taxes
... credit used to offset gift ... tuition both paid directly to the institution for the benefit of any donee is also available in addition to the annual gift tax exclusion. Federal Estate ...
http://www.infoplease.com/ipa/A0005949.html

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