September 12th, 2023
Date and Time: Thursday, September 21, 2023 4-5:00 pm ET Register Here Course Description: Practitioners are quite aware that in 2026 the Federal estate and gift, estate and GST […]
August 21st, 2023
Date and Time: September 7, 2023 4-5:30 pm ET Register Here Course Description: Do assets in an irrevocable grantor trust that are not included in the settlor’s gross estate […]
July 11th, 2023
Originally posted on Forbes.com Background In a recent case owners of a closely held business got bad news. It is common to have a closely held business own […]
June 29th, 2023
Date and Time: June 29, 2023 4-5:00 pm ET Register Here Course Description: Practitioners should inform clients with buy sell redemption agreements about the recent Connelly v. IRS, No. […]
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 […]
February 14th, 2023
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 […]
January 18th, 2023
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 […]
January 17th, 2023
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? […]
December 5th, 2022
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 […]
September 7th, 2022
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 […]