Beware of the Reciprocal Trust Doctrine
January 26th, 2022Trusts & Estate’s Magazine April 2012 Many clients are planning to make large gifts before the end of 2012, to take advantage of what may be a fleeting opportunity to […]
Trusts & Estate’s Magazine April 2012 Many clients are planning to make large gifts before the end of 2012, to take advantage of what may be a fleeting opportunity to […]
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 […]
Originally posted on Forbes.com So, you have an irrevocable trust (or several) and you want to take a loan from the trust. While that might sound simple it really […]
This article was originally posted on the ABA Real Property, Trusts and Estates Law Section RPTE E-Report and can be accessed as here. By: Martin M. Shenkman, Esq. and Joy Matak, […]
This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #296. Charitable remainder trusts (CRTs) are probably the most common type of trust where interests are […]
This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #215. The Illinois Supreme Court recently held in the Rush University case that a self-settled trust […]
This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #205. Generally, states can only tax the income of non-residents that is sourced to that state, […]
This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #2813. Wealthy individuals who postpone taking appropriate action to eliminate estate taxes may not be able […]
Originally posted on Forbes.com Some Background: Senator Bernie Sanders with others have proposed a tax bill “For the 99.5%” implying that only the top ½ percent of the […]
Originally posted on Forbes.com You Might Need to Plan Now Even if You’re Not Really Wealthy For wealth folks reviewing and beefing up insurance coverage and planning before […]