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Matters of Estate

Wednesday, June 16, 2010 at 9:00 am
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A lapse in the Federal estate tax this year allows the descendants of Texas energy tycoon to keep his $9 billion fortune, but it also means the loss of more than $25 billion in tax revenue for the nation. This estate-tax holiday is an unplanned year long event, and in 2011, the tax returns with a vengeance. Wednesday morning, we tackle two bugaboos about estate planning: this current estate tax anomaly, and the way in which qualifying for Medicaid has changed the landscape of aging.


Paul Sullivan Wealth Matters columnist, New York Times & Author, Clutch: Why Some People Excel Under Pressure and Others Don’t
Kevin Purcell Attorney at Law, Estate Planning, Trust and Probate Law

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