Epstein Secrets

Deutsche Asset & Wealth Management Blanche Lark Christerson Managing Director, Senior Wealth Planning Strategist Tax Topics 01/29/14 2014-01 And the beat goes on

ond, the bill would eliminate a “loophole” that allows so-called incomplete gift, non-grantor trusts (“INGs” or “DINGs,” if the trusts are created in Delaware) to completely avoid New York income tax; it would do so by making the trust a “grantor trust” for New York income tax purposes — meaning that the cr

ber’s mid-term rates were: 1.65% (annual), 1.64% (semiannual and quarterly), and 1.63% (monthly). Blanche Lark Christerson is a managing director at Deutsche Asset & Wealth Management in New York City, and can be reached at [email protected]. The opinions and analyses expressed herein are those of the author and do not ne

Deutsche Asset & Wealth Management Blanche Lark Christerson Managing Director, Senior Wealth Planning Strategist Tax Topics 12/20/13 2013-12 Budgets, tax reform

oducts or services. Trust and estate and wealth planning services are provided through Deutsche Bank Trust Company, N.A., Deutsche Bank Trust Company Delaware and Deutsche Bank National Trust Company. © 2013 Deutsche Asset & Wealth Management. All rights reserved. 017074 121913 Tax Topics 12/20/13 5 HOUSE

arterly), and 1.71% (monthly). Tax Topics 12/20/13 4 HOUSE_OVERSIGHT_022328 --- PAGE BREAK --- Blanche Lark Christerson is a managing director at Deutsche Asset & Wealth Management in New York City, and can be reached at [email protected]. The opinions and analyses expressed herein are those of the author and do not ne

Deutsche Asset & Wealth Management Blanche Lark Christerson Managing Director, Senior Wealth Planning Strategist Tax Topics 2013 Table of Contents 2013 12/20/13

oducts or services. Trust and estate and wealth planning services are provided through Deutsche Bank Trust Company, N.A., Deutsche Bank Trust Company Delaware and Deutsche Bank National Trust Company. © 2013 Deutsche Asset & Wealth Management. All rights reserved. 017075 121913 Tax Topics — Table of Conten

Chamales) Tax Topics — Table of Contents — 2013 — 13 HOUSE_OVERSIGHT_022342 --- PAGE BREAK --- Blanche Lark Christerson is a managing director at Deutsche Asset & Wealth Management in New York City, and can be reached at [email protected]. The opinions and analyses expressed herein are those of the author and do not ne

Deutsche Asset & Wealth Management Blanche Lark Christerson Managing Director, Senior Wealth Planning Strategist Tax Topics 04/29/13 2013-05 Fiscal Year 2014 Bud

oducts or services. Trust and estate and wealth planning services are provided through Deutsche Bank Trust Company, N.A., Deutsche Bank Trust Company Delaware and Deutsche Bank National Trust Company. © 2013 Deutsche Asset & Wealth Management. All rights reserved. 13-AWM-0182 014942 042913 Tax Topics 04/29

drop from April’s annual, semiannual, quarterly and monthly mid-term rates, which were all 1.09%. Blanche Lark Christerson is a managing director at Deutsche Asset & Wealth Management in New York City, and can be reached at [email protected]. The opinions and analyses expressed herein are those of the author and do not ne