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 […]
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 […]