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  • April – June 2019

    So Much Going On! New Cases, New Ideas!

     

    Checklist: Kaestner

     

    Recent Developments: 

    • Decanting
    • Gift Tax Claim for Refund
    • GST Allocation
    • Loans

     

    Planning Potpourri:

    • Breast Cancer
    • Insurance Trusts
    • Longevity

    So Much Going on! New Cases, New Ideas!

    • Lots of new tax developments that affect planning. New planning ideas to consider. And a bunch of oldies but goodies in the estate planning department many should be considering.
    Read more »
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