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Free Webinar: Make More Money: Automating Drafting Estate Planning Documents

August 2nd, 2022

Date and Time: August 9, 2022 4-5pm ET Register Here Course Description: You CAN automate drafting of estate planning in your practice. Regardless of the size or complexity of client matters […]

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Use Trusts to Bypass Limit on State and Local Tax Deduction

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 […]

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Free Webinar: Administration of Irrevocable Trusts: Practical Tips for Practitioners

March 2nd, 2022

Date and Time: March 9, 2022 4:00 pm ET Register Here   Course Description: How can practitioners (CPAs, wealth advisers, attorneys, insurance consultants) assist clients in the operation and administration of […]

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Loans From An Irrevocable Trust: How To Do Them Right!

December 16th, 2021

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 […]

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Estate Planning Six Part Series for Late 2020, Part 6: Parting Thoughts on Planning and Practical Reminders

November 8th, 2021

This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #2848. 2020 may very well be the best opportunity to implement planning strategies to mitigate federal […]

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Estate Planning Six-Part Series for Late 2020, Part 4: Enhanced Techniques for Note Sales

October 26th, 2021

This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #2845. 2020 is grinding to a close with uncertain federal elections pending the Georgia Senate runoff […]

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Estate Planning Six-Part Series for Late 2020, Part 3: Transfers for Taxpayers with Limited Exemption Remaining; Upstream and Downstream Planning

October 25th, 2021

This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #2842. At this point in 2020, all we know for sure is that nothing is certain. […]

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Estate Planning Six-Part Series for Late 2020, Part 2: Year-End Planning for Married Taxpayers

October 25th, 2021

This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #2841. Time may be of the essence for married taxpayers who want to protect their assets […]

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Estate Planning Six-Part Series for Late 2020, Part 1 – What Planners Should Be Doing with Their Clients NOW

October 25th, 2021

This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #2840. Practitioners may still wish to encourage clients to consider estate and asset protection planning aggressively […]

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The Van Hollen Gains at Death, Gift or Distribution from a Trust Bill (STEP): Your World May be Rocked!

April 26th, 2021

Senator Chris Van Hollen and others have introduced a bill (called STEP) that would cause gain recognition on assets transferred by gift, by a distribution from a trust and upon […]

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