Originally posted on Forbes.com Spousal lifetime access trusts (SLATs) are a common estate planning tool but raise nettlesome issues especially for blended families. Why So Many Taxpayers have SLATs […]
Date and Time: Thursday, November 3, 2022 4-5:30 pm ET. Register Here Course Description: This presentation will discuss three possible approaches that estate planning professionals, and in particular, insurance professionals, […]
Date and Time: September 21, 2022 4-5:30pm ET Register Here Course Description: Asset protection planning remains vital for many if not most clients. For the past few years clients have been hyper […]
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 posted on Forbes.com Do you know what is in your old Trust documents? Introduction Recently a financial adviser requested that I review an insurance trust for […]
Modern trust drafting and planning is changing how irrevocable trusts should be planned, drafted, and administered, and how practitioners should advise clients. One of the significant ways in which trust […]
The high federal estate tax exemption may have reduced the urgency of estate tax planning, but it does not reduce its critical importance. Herewith, an examination of the broad utility […]
Although revocable living trusts are nearly ubiquitous in estate planning, their typical use is to minimize ancillary probate or to avoid probate entirely. Whatever the merit and value of these […]
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 […]