This article was originally posted on Steve Leimberg’s Business Entities Email Newsletter Archive Message #3174. “The risk of a reciprocal trust doctrine attack on a non-reciprocal trust doctrine plan is always a […]
This article was originally posted on Steve Leimberg’s Business Entities Email Newsletter Archive Message #3032. The trust compilation can be used to identify ways to backstop, refine and administer the client’s estate […]
Originally posted on Forbes.com Introduction So, Aunt Jane just asked you to be the trustee of her trust. You were flattered and, of course, accepted. But what did […]
Originally posted on WealthManagement.com A recent Chief Counsel Memorandum (CCM) issued by the Internal Revenue Service may have a chilling effect on modifications to all types of irrevocable trusts. CCM 202352018 […]
Originally posted on Forbes.com Introduction and Background Let’s start with a quick refresher to set the stage for an important issue confronting many people who have created trusts. […]
Originally posted on Forbes.com Introduction to the CCA In a recent Chief Counsel Advice (CCA) issued November 28, 2023 the IRS took the position that modification of a […]
Originally posted on Forbes.com Immediate Action Advisable The Corporate Transparency Act (“CTA”) is a new federal law that may affect you in significant and unexpected ways. Since the […]
Originally posted on Forbes.com Lesson To Learn So the moral of this tax tale is that you have to be careful about making sure you file the right […]
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 […]
Originally posted on Forbes.com Living Together But Unmarried: Can A Special Trust Protect You? Lots of people live together outside of marriage. And as marriage rates have declined, […]