March 27th, 2022
Originally appeared in Estate Planning, a Thomson Reuters publication. Copyright 1999 Thomson Reuters/Tax & Accounting. Although family limited partnerships (FLPs) and limited liabilities companies (LLCs) (sometimes referred to collectively in […]
March 24th, 2022
Originally appeared in Estate Planning, a Thomson Reuters publication. Copyright 2021 Thomson Reuters/Tax & Accounting. Estate planners and their clients anxiously await learning what changes may be made to the […]
March 24th, 2022
Originally appeared in Estate Planning, a Thomson Reuters publication. Copyright 2021 Thomson Reuters/Tax & Accounting. Some 7.4 million Americans own a second home. Planning for these assets is important […]
March 23rd, 2022
Originally appeared in Estate Planning, a Thomson Reuters publication. Copyright 2020 Thomson Reuters/Tax & Accounting. Many more clients of estate planners, or their immediate family members, are struggling with […]
March 23rd, 2022
Originally appeared in Estate Planning, a Thomson Reuters publication. Copyright 2019 Thomson Reuters/Tax & Accounting. On 6/21/2019, the Supreme Court of the United States published its decision in North […]
March 23rd, 2022
Originally appeared in Estate Planning, a Thomson Reuters publication. Copyright 2018 Thomson Reuters/Tax & Accounting. Many deductions allowed to an individual for federal income tax purposes for certain expenses […]
February 22nd, 2022
Date and Time: Wednesday, February 23, 2022, 4 p.m. ET Register Here Course Description: Life Insurance is a ubiquitous asset that has unique features and is uniquely (and favorable) treated […]
February 2nd, 2022
This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #2934. While Wellin focuses on whether or not the statute of limitations would operate to bar […]
February 2nd, 2022
Trusts & Estate’s Magazine May 2020 When family members, friends and other nonprofessionals assume the role of fiduciary – whether it be for a trust or an estate – there […]
February 2nd, 2022
Trusts & Estate’s Magazine June 2020 While we don’t know the outcome of the upcoming election, practitioners should counsel clients to plan in advance of possible adverse changes affecting the […]