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 […]
November 19th, 2020
The 2020 election demonstrated that the projected Democratic sweep did not occur. Former Vice President Biden won the Presidency but that is still being challenged. The Republicans have control of […]
October 14th, 2020
Grantor Retained Annuity Trusts (“GRATs”) are a powerful planning tool especially in an environment with low-interest rates and suppressed asset values. But there is much more to how GRATs should […]
September 29th, 2020
Practitioners have had to reimagine their firms with remote work environments, and soon a new form of office environment that will include remote work. Practitioners must balance the needs of […]
September 21st, 2020
At its inception, a Charitable Remainder Trust (CRT) is a good fit for a client’s situation. But a CRT is an irrevocable trust—its terms cannot be changed—but investment performance and […]
September 16th, 2020
This webinar will discuss practical life insurance planning ideas for the last part of 2020. With the prospects of a change in administration in Washington (or not) that could result […]
September 8th, 2020
Wealthy individuals who wait to take planning action to eliminate estate taxes may lose the ability to use their current $11,580,000 estate and gift tax exemption. While no one can […]
June 1st, 2020
Course Description: Spousal lifetime access trusts (“SLATs”) planning can provide tremendous planning benefits for many married clients. They may well be the most popular technique to plan for married clients […]
May 20th, 2020
NAEPC Journal of Estate and Tax Planning May 2020 Introduction Asset location (which “investment bucket” a particular asset is held in) deserves more attention than ever in the current planning […]
May 14th, 2020
Working remotely has challenges and as we have all spent more than a month doing so what tips can make you more efficient and productive now? This webinar will give […]