This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #2854. With the results of the Georgia runoff election, the Democrats control the House, the Senate […]
This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #296. Charitable remainder trusts (CRTs) are probably the most common type of trust where interests are […]
This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #2876. On March 25, 2021, Senate Budget Committee Chairman Bernie Sanders (I-VT) fired the opening salvo […]
This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #215. The Illinois Supreme Court recently held in the Rush University case that a self-settled trust […]
This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #205. Generally, states can only tax the income of non-residents that is sourced to that state, […]
This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #2467. The New Jersey estate tax will be phased out. The New Jersey estate tax exemption, […]
This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #2348. The 41st Annual Notre Dame Tax and Estate Planning Institute was held on September 17th […]
This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #2813. Wealthy individuals who postpone taking appropriate action to eliminate estate taxes may not be able […]
This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #2848. 2020 may very well be the best opportunity to implement planning strategies to mitigate federal […]