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Back End Slats – A SLAT, ILIT, DAPT, Or SPAT By Another Name?

March 23rd, 2023

Originally posted on Forbes.com   We lawyers love fancy names and acronyms. It keeps the estate planning process mythical and a bit veiled. Reality is, many of the fancy names […]

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Clean Out Your Estate Planning Attic Introduction

March 20th, 2023

Originally posted on Forbes.com   Cleaning out your attic is one of those unpleasant projects that is typically delayed, deferred, and dodged as long as possible. Not much fun. The […]

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Administration’s Greenbook Proposal Will Make Trust Reporting Horrendous: Privacy Is Dead

March 20th, 2023

Originally posted on Forbes.com   Introduction to the Proposal   The Biden Administration has just issued the “General Explanations of the Administration’s Fiscal Year 2024 Revenue Proposals.”  While some pundits […]

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Free Webinar: My trust has been paying state income tax forever. Can I reduce or avoid state income tax?

March 15th, 2023

Date and Time: March 16, 2023 4-5:00 pm ET Register Here   Course Description: State income taxes can be onerous. Rates can reach 14%+ and the effects of a high state […]

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Corporate Transparency Act Affects Your Estate Plan

March 13th, 2023

Originally posted on Forbes.com   Introduction   A recent federal law, the Corporate Transparency Act (not so affectionately called by the acronym “CTA”) may have a significant and perhaps disturbing […]

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Considerations for Representation In Blended Family and Second Marriage Scenarios

March 13th, 2023

Originally posted on Trustsandestates.com Attempting to address all the planning concerns of married couples can be difficult, but there are added complexities, considerations and risks when the parties have been […]

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