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Havens' Tax Havens: Jason E. Havens' Estate, Charitable and Asset Protection Planning Blog

Jason E. Havens is a Partner at Holland and Knight LLP (Jacksonville and Tallahassee). He specializes in advanced estate and charitable planning law, probate/trust administration, and estate/trust litigation. He is board certified in Wills, Trusts and Estates Law (FL) and as an Estate Planning Law Specialist (TN). He is a Fellow of The American College of Trust and Estate Counsel.

Monday, January 31, 2011

The $5 Million Tax Break - WSJ.com

The $5 Million Tax Break - WSJ.com (JEH: This WSJ article capably describes the 2010 tax act's estate planning provisions. Tennesseeans, if possible, at least one spouse should move to Florida for gift tax purposes alone! This dramatic exemption seems surreal for many nowadays, but a $1 million exemption in 2013 (without further legislation) might hurt lots of folks.)
Posted by Jason E. Havens at 5:17 PM

Foundation vs. Donor-Advised Fund for Philanthropy - NYTimes.com

Foundation vs. Donor-Advised Fund for Philanthropy - NYTimes.com
Posted by Jason E. Havens at 10:42 AM

Friday, January 28, 2011

New Tax Law Alleviates 529 Concern - Morningstar Advisor

New Tax Law Alleviates 529 Concern [Regarding GST Tax and 2010 Contribution] - Morningstar Advisor
Posted by Jason E. Havens at 2:36 PM

U.S. tax cuts give world growth a boost - IMF | Reuters

U.S. tax cuts give world growth a boost - IMF | Reuters
Posted by Jason E. Havens at 9:06 AM

Thursday, January 20, 2011

Pitfalls Of New Estate Tax Portability

Pitfalls Of New Estate Tax Portability - Private Wealth Magazine
Posted by Jason E. Havens at 12:57 PM

Salvation Army reports increased need for food

Salvation Army reports increased need for food - Washington Post
Posted by Jason E. Havens at 10:49 AM

Starting From Scratch: Fund-Raising Lessons Learned in Singapore - International - The Chronicle of Higher Education

Starting From Scratch: Fund-Raising Lessons Learned in Singapore - International - The Chronicle of Higher Education
Posted by Jason E. Havens at 10:44 AM

Tuesday, January 18, 2011

Gift Tax Under The 2010 Tax Relief Act (P.L. 111-312): Different Rules For 2010, 2011 & 2012 - Hani Sarji - Estate of Confusion - Forbes

Gift Tax Under The 2010 Tax Relief Act (P.L. 111-312): Different Rules For 2010, 2011 & 2012 - Hani Sarji - Estate of Confusion - Forbes
Posted by Jason E. Havens at 2:13 PM

Thursday, January 13, 2011

New Tax Rules Make Big Gifts Appealing

New Tax Rules Make Big Gifts Appealing - Private Wealth Magazine
Posted by Jason E. Havens at 1:37 PM

2010 was a big year for giving, Fidelity fund says

2010 was a big year for giving, Fidelity fund says - The Boston Globe
Posted by Jason E. Havens at 8:28 AM

Tuesday, January 11, 2011

Ultra-Wealthy Remain Risk-Averse

Ultra-Wealthy Remain Risk-Averse | Registered Rep
Posted by Jason E. Havens at 9:48 AM

Tuesday, January 4, 2011

Estate Tax Makes its New Year Return - TheStreet

Estate Tax Makes its New Year Return - TheStreet
Posted by Jason E. Havens at 9:31 AM
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      • The $5 Million Tax Break - WSJ.com
      • Foundation vs. Donor-Advised Fund for Philanthropy...
      • New Tax Law Alleviates 529 Concern - Morningstar A...
      • U.S. tax cuts give world growth a boost - IMF | Re...
      • Pitfalls Of New Estate Tax Portability
      • Salvation Army reports increased need for food
      • Starting From Scratch: Fund-Raising Lessons Learne...
      • Gift Tax Under The 2010 Tax Relief Act (P.L. 111-3...
      • New Tax Rules Make Big Gifts Appealing
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