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Category: Portibility

Return home Portibility

Category: Portibility

How you and your family can benefit from a (legal) late portability election.

Posted on July 3, 2017

The concept of “portability” is still relatively new in the law of estate planning, having become available only after 2011. Since then, it’s been both a blessing (for its tax saving benefit) and a curse (because of rules that seemed to be constantly shifting). Fortunately, the IRS has recently clarified some important deadlines about...

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IRS Announcement: Estate Tax Closing Letters Will Now Only Be Issued Upon Request

Posted on March 28, 2017

Due to the increased volume of federal estate tax return filings in order to make the “portability election,” the IRS has announced that estate tax closing letters will only be issued upon request by the taxpayer. This change in IRS policy started on June 1, 2015.

What is the “Portability Election” and How is...

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Nennig Law Offices, LLC, provides estate planning and administration services to clients throughout Madison and Southern Wisconsin. We provide peace of mind by creating and administering highly customized plans that reflect each clients' unique situations, goals and wishes.
Phone | 608.661.4333 | Fax: 608.661.4344
Email | bnennig@protectingfamilies.net
6418 Normandy Lane, Suite 225
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Return home
608.661.4333
6418 Normandy Lane, Suite 225
Madison, WI 53719
Request free consultation
  • HOME
  • HOW WE HELP
    • Estate Planning
    • Estate Planning with Wills
    • Estate Tax Planning
    • Trusts & Estate Planning
    • Estate Planning for High Net Worth Individuals
    • Estate Planning for Non-Traditional Families
    • Probate & Estate Administration
    • Planning for Children
    • Special Needs Planning
    • Pet Trusts
  • WHO WE ARE
    • Bob Nennig, Attorney & Owner
    • Tyler Piddington, Associate Attorney
    • Keleigh Burke, Funding Coordinator
    • Clair Rosengren, Legal Assistant
  • WHAT TO EXPECT
  • FAQs
  • TESTIMONIALS
  • BLOG
  • CONTACT US
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  • HOME
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    • Estate Planning
    • Estate Planning with Wills
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    • Trusts & Estate Planning
    • Estate Planning for High Net Worth Individuals
    • Estate Planning for Non-Traditional Families
    • Probate & Estate Administration
    • Planning for Children
    • Special Needs Planning
    • Pet Trusts
  • WHO WE ARE
    • Bob Nennig, Attorney & Owner
    • Tyler Piddington, Associate Attorney
    • Keleigh Burke, Funding Coordinator
    • Clair Rosengren, Legal Assistant
  • WHAT TO EXPECT
  • FAQs
  • TESTIMONIALS
  • BLOG
  • CONTACT US