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 […]
Originally posted on Forbes.com Introduction Grantor trusts are groovy. They have so many potential benefits that they are the cornerstone of many, maybe even most estate plans. Grantor […]
Date and Time: Monday January 30, 2023 4-5:00 pm EST Register Here Course Description: This webinar will discuss why all advisers should think about decanting, reformation, trust protector actions and […]
Originally posted on Forbes.com Introduction Tax reimbursement clauses are a common clause in many trusts. Why are they used? Why are they important for you to understand? […]
Date and Time: Thursday December 8, 2022 4-5:30 pm EST Register Here Course Description: 2022 is quickly coming to a close and there are still valuable tax and estate […]
Originally Published in ACTEC Law Journal. Introduction This article will discuss some of the potential income tax disadvantages of non-grantor trusts and how they might be avoided or […]
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 […]
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 […]
Trusts & Estate’s Magazine April 2012 Many clients are planning to make large gifts before the end of 2012, to take advantage of what may be a fleeting opportunity to […]
Originally posted on wealthmanagement.com One of the themes of many of the presentations at Heckerling this year is the growing importance of income tax planning considerations to estate planning. Many […]