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 […]
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 […]
January 26th, 2022
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 […]
January 25th, 2022
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 […]