Carl Holborn

Carl D. Holborn Named a Five Star Wealth Manager in Estate Planning

Carl D. Holborn has been named a Five Star Wealth Manager in Estate Planning in Milwaukee Magazine. This designation was…

14 years ago

Congress Debates Limiting Estate Planning Technique: Now Is a Good Time to Consider a GRAT

The grantor retained annuity trust (GRAT) has been a staple vehicle for estate planning since it was first introduced twenty…

14 years ago

Unmarried Couples Taking Advantage of the Homebuyer Tax Credit Should Understand Their Rights

The Homebuyer Tax Credit is scheduled to expire soon. To take advantage of the tax credit, homebuyers must enter into…

15 years ago

Estate Planning for Married Individuals with Children from a Prior Marriage

Effectively drafting estate plans for married individuals with children from a prior marriage can be a challenge. Failure to properly…

15 years ago

Clarifying the Tax Treatment of Gifts to Grantor Trusts in 2010 – Notice 2010-19

Back in 2001, Congress passed the Economic Growth and Tax Relief Reconciliation Act (EGTRRA). While many provisions of EGTRRA have…

15 years ago

Carl D. Holborn has been Named to the Kenosha County Civil Service Commission

Attorney Carl D. Holborn has been nominated by Kenosha County Executive James Kreuser and approved by the Kenosha County Board…

15 years ago

Carl D. Holborn Speaks at Corporate Casual on Estate Tax

Attorney Carl D. Holborn gave a presentation on the status of the Federal Estate Tax at the Corporate Casual meeting…

15 years ago

Legislation Moving Forward to Make Roth Conversions Viable in Wisconsin

The Wisconsin State Senate unanimously approved a bill to allow residents of all income levels to convert a Traditional IRA…

15 years ago

Inherited Retirment Funds are not Creditor Exempt

Chapter 815 of the Wisconsin Statutes provides that certain personal assets are exempt from judgment creditors, and these exemptions can…

17 years ago