Originally posted on Forbes.com Simple Definition of Descendant Here is a simple definition of “descendant” from a trust document: “References in this Trust Agreement to a person’s “children,” […]
Originally posted on Forbes.com We lawyers love fancy names and acronyms. It keeps the estate planning process mythical and a bit veiled. Reality is, many of the fancy names […]
Originally posted on Forbes.com Cleaning out your attic is one of those unpleasant projects that is typically delayed, deferred, and dodged as long as possible. Not much fun. The […]
Originally posted on Forbes.com Introduction to the Proposal The Biden Administration has just issued the “General Explanations of the Administration’s Fiscal Year 2024 Revenue Proposals.” While some pundits […]
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 […]
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 […]
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 […]
Date and Time: Thursday December 22, 2022 4-5:30 pm ET Register Here Course Description: Year-end tax planning 2022 is different from prior years. Practitioners might recommend traditional annual gift planning […]
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 […]
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 […]