Sep 2, 2016

Posted by in Blog - "Altman Speaks"

This Labor Day weekend is especially meaningful for us as here Altman & Associates as we are also celebrating a very exciting milestone!!! It is with great pride that I announce that yesterday marked our firm’s 20th year in business! We are so grateful to our clients, friends, family and,...

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Aug 26, 2016

Posted by in Blog - "Altman Speaks"

Art Heists: The Importance of Due Diligence for Art Collectors and Enthusiasts

Art Heists: The Importance of Due Diligence for Art Collectors and Enthusiasts Do you own artwork?  Have you transferred it into your Revocable Trust?  Mentioned it in your Last Will and Testament?  Great!  But, you may need to do more! Art heists make for unbelievable stories;  In 2004, thieves stole the Edvard Munch Scream and Madonna  from the Norwegian Munch...

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Aug 6, 2016

Posted by in Blog - "Altman Speaks"

Treasury Proposing New Regulations on Minority Discounts in Family Controlled Entities

Treasury Proposing New Regulations on Minority Discounts in Family Controlled Entities The Treasury has issued proposed regulations under Internal Revenue Code Section 2704 that would result in significant changes to the valuation of interests in many family-controlled entities for estate, gift, and generation-skipping transfer tax purposes. If adopted, they would eliminate almost...

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Jul 25, 2016

Posted by in Blog - "Altman Speaks"

Limiting Liability When Serving as a Personal Representative (Executor)

Limiting Liability When Serving as a Personal Representative (Executor) Family members are often appointed to serve as the Personal Representative (or Executor) of a loved one’s estate. This role can be extremely challenging, especially in instances where its discovered that the person’s financial affairs are in disarray. One all-too-common scenario,...

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Jul 13, 2016

Posted by in Blog - "Altman Speaks"

Digital Asset Planning: Who Will Care for Your Pokémon When You’re Gone?

Digital Asset Planning: Who Will Care for Your Pokémon When You’re Gone? If you’ve been outside at all this week, there’s a good chance you’ve noticed plenty of people (adults, not just children!) wandering around while staring down at their phones.  Indeed, the new Pokémon Go craze has turned neighborhoods around the world into scenes from a...

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