September 5th, 2022
Originally posted on Forbes.com What is Sarcoidosis: Sarcoidosis (pronounced SAR-COY-DOE-SIS) is an inflammatory disease characterized by the formation of granulomas—tiny clumps of inflammatory cells—in one or more organs of […]
May 22nd, 2022
Originally posted to Tax Management Estates, Gifts and Trusts Journal. Too many estate planning attorneys are simply living as the barefoot shoemaker. This article won’t introduce planning concepts that are […]
May 9th, 2022
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 […]
May 6th, 2022
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 […]
May 6th, 2022
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 […]
April 27th, 2022
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 […]
April 20th, 2022
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 […]
April 13th, 2022
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 […]
April 4th, 2022
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 […]
April 4th, 2022
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 […]