March 22nd, 2016
New Rules The process of determining the value of estate assets, and filing the required estate tax return, have been made even more complicated by law changes that […]
July 3rd, 2015
Introduction Estate planning is rapidly moving away from the historical focus on bypass trusts and saving estate taxes. While many professionals have rightfully focused considerable attention on income tax […]
June 22nd, 2015
This is the third and final article in a series intended to help trustees identify many of the steps to be taken and documents they might consider retaining as part […]