Estate Planning for Real Estate Investors in 2014: The Medicare Tax and More

Probate & Property Magazine: Volume 28 No. 01


Stephanie E. Heilborn is a partner and Michelle Schwartz is a senior associate in the New York office of Fulbright & Jaworski LLP, a member of Norton Rose Fulbright Verein.

The “Medicare Tax” is a hot topic this year for high net worth clients, many of whom earn most of their income from investments instead of salary or an operating business. Although the Medicare Tax places an additional burden on individuals and trusts, potential tax savings are available to individuals or trusts with significant real estate investments.

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