January 25th, 2022
Trusts & Estate’s Magazine September 2021 As advisors, it’s important to be sensitive to our clients’ unique values and objectives. In many cases, a client’s planning considerations are motivated by […]
January 25th, 2022
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 […]
January 25th, 2022
Originally posted on wealthmanagement.com One of the themes of many of the presentations at Heckerling this year is the growing importance of income tax planning considerations to estate planning. Many […]
January 25th, 2022
Originally posted on wealthmanagement.com Certified public accountants tend to be practical folk, and they often view estate planning from a different lens than perhaps attorneys sometimes do. For my last column from […]
January 24th, 2022
Trusts & Estate’s Magazine February 2021 Lawyers have long heard that they’ll be replaced by technology; however, over the past years, law firms have remained busy. The reality, however, is […]
January 24th, 2022
Originally posted on wealthmanagement.com On Nov. 2, 2017, the House Ways and Means Committee issued H.R. 1, called “Tax Cuts and Jobs Act.” The proposed bill itself is about 430 […]
January 24th, 2022
Trusts & Estate’s Magazine July 2014 Planning for the challenges of aging and disability is an integral part of what every estate planner addresses. However, what exactly does this […]
January 4th, 2022
Originally posted on Forbes.com Changing Winds of Tax Legislation Congress was considering tax changes that would have triggered capital gains tax on death, when gifts were made, and […]
January 4th, 2022
Originally posted on Forbes.com A recent Tax Court Case, Smaldino V. Commissioner Of Internal Revenue, T.C. Memo. 2021-127, November 10, 2021 has lots of important lessons on how to […]
December 16th, 2021
Originally posted on wealthmanagement.com A recent unpublished opinion by the U.S. Court of Appeals for the Fourth Circuit, Estate of Wellin v. Farace et al., WL 5445968 (Nov. 22, 2021), […]