September 19th, 2022
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 […]
September 7th, 2022
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 […]
September 5th, 2022
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 […]
March 31st, 2022
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 […]
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 […]
March 31st, 2022
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 […]
March 23rd, 2022
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 […]
March 23rd, 2022
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 […]
February 2nd, 2022
Trusts & Estate’s Magazine May 2020 When family members, friends and other nonprofessionals assume the role of fiduciary – whether it be for a trust or an estate – there […]
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 […]