The Modern Revocable Trust

March 31st, 2022

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 […]

Using Powers of Appointment in Trusts

February 2nd, 2022

Trusts & Estate’s Magazine June 2020 While we don’t know the outcome of the upcoming election, practitioners should counsel clients to plan in advance of possible adverse changes affecting the […]

The Split-Dollar Legacy Trust

January 25th, 2022

Originally posted on wealthmanagement.com Every advisor is aware of the importance of clients making large gift transfers before 2013.  Changes to the law are expected, including a reduction in the […]