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  • July-December 2015

    Planning Tips: Partnership Freeze, Trust Distribution, Directed Trust, Prenuptial Agreements

     

    Checklist: Probate Planning Tips

     

    Recent Developments: Gift Tax Returns, Business Entity Planning, State Taxation and Decanting

     

    Planning Potpourri:

    • Family Business Succession
    • Mediation and Arbitration

     

    Tips from Notre Dame

    • Notre Dame has a major estate and tax planning institute each fall. The following tips were adapted from some of the discussions at this year’s institute
    Read more »
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