Human Aspects of Estate Planning
May 9th, 2022Too often estate planning focuses on technical nuances of complex tax matters, or intricate legal issues, drafting finesse and almost anything other than the human aspects of estate planning. These […]
Too often estate planning focuses on technical nuances of complex tax matters, or intricate legal issues, drafting finesse and almost anything other than the human aspects of estate planning. These […]
Originally published in wealthmanagement.com. Which tax-free transactions will trigger an estate tax if the taxpayer dies after the higher exemption amount sunsets? Recently issued proposed clawback regulations (Proposed Treasury […]
Date and Time: May 10th, 2022 4:00 pm ET Register Here Course Description: Estate planning for clients who have blended or stepfamilies often presents significant and perplexing challenges for estate […]
This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #2953. Attending the 56th Annual Heckerling Institute on Estate Planning was another virtual experience. While we […]
Originally posted on Forbes.com Introduction So you’re married. You received a gift from Aunt Jane while she was alive. Your dad bequeathed you a generous sum of money on […]
Originally posted on Forbes.com Yet Another Tax Proposal The Biden administration released its budget and tax proposals on March 28, 2022. This is called the “General Explanations of […]
Date and Time: April 5th, 2022 4:00 pm ET Register Here Course Description: A recent Tax Court case gave a resounding victory to the taxpayer who had pursued what some […]
Originally posted on Forbes.com Introduction to the Roadmap A recent Tax Court case gave a resounding victory to the taxpayer who had pursued what some might view as […]
Practical observations from the field, including: – Illustrations of holistic planning – Building the planning foundation – Planning fatigue – What a better approach can provide – Intelligent, not “simple” […]
Modern trust drafting and planning is changing how irrevocable trusts should be planned, drafted, and administered, and how practitioners should advise clients. One of the significant ways in which trust […]