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  • Why should I engage in planning now? Nothing is going to change, and the exemption is so high!

    September 26, 2023

    Practitioners are quite aware that in 2026 the Federal estate and gift, estate and GST tax....
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  • Revenue Ruling 2023-2 What It Means and What You Might Do?

    September 8, 2023

    Do assets in an irrevocable grantor trust that are not included in the settlor’s gross e....
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  • PANEL: The 49th Annual Notre Dame Tax & Estate Planning Institute: A Tasting Menu

    September 7, 2023

    The 49th Annual Notre Dame Tax & Estate Planning Institute will take place on Septembe....
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  • How Can My Trust Help My Kid Buy a House?

    August 18, 2023

    It is fairly common for a client to ask how an irrevocable trust might help a beneficiary ....
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  • Webinar Coming Soon

    Trusted Advisors and Mental Health Concerns: Making The Case For Change

    August 14, 2023

    Lawyers and financial advisors are in the top 11 group of professionals with the highest s....
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  • I’m buying life insurance, do I really need a trust and if so what kind?

    August 9, 2023

    A client is buying life insurance, do they really need to set up an irrevocable life insur....
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  • Closely Held Business Buy-out Arrangements Should be Reviewed Immediately in Light of the Recent Connelly Case

    June 30, 2023

    Practitioners should inform clients with buy sell redemption agreements about the recent C....
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  • My mom just passed, what tax, legal and financial matters do I need to address?

    June 19, 2023

    Losing a loved one is difficult, but those challenges can be made more challenging by the ....
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  • Religion and Estate Planning

    June 16, 2023

    Many clients have strong religious beliefs, which should be reflected in their estate plan....
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  • Holistic View of Special Needs Planning: Conversation with Bernie Krooks

    May 28, 2023

    Special needs (and elder law) planning is vital to consider for most if not all clients. T....
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