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  • Corporate Transparency Act: Filing Requirements Reinstated – Practical Panel Discussion On What To Do Now?

    January 2, 2025

    Happy holidays from the Fifth Circuit! Corporate Transparency Act (CTA) filings are back o....
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  • Reciprocal Trust Doctrine: Practical Tips for Successful Planning in the New Environment

    December 13, 2024

    Despite the election results, estate planning, and in particular non-reciprocal SLAT plann....
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  • Step Transaction Doctrine Remains A Key Concern for Successful Planning

    December 7, 2024

    The Step-Transaction Doctrine is often employed by the IRS to challenge clients’ plannin....
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  • Corporate Transparency Act and Trusts

    November 22, 2024

    The Corporate Transparency Act (CTA) filing deadline for the CTA is end of year 2024 and t....
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  • Post-Election: The New World of Estate Planning

    November 18, 2024

    A Trump victory suggests that it is unlikely that significant new taxes will be imposed on....
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  • Republican Victory: How Estate Planners Can Stay Relevant and Keep Practice Momentum

    November 15, 2024

    Pres. Trump has won the White House. The Republicans have control over the Senate, and may....
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  • Working With Beneficiaries with Mental Health Challenges

    November 8, 2024

    The statistics are surprising and demonstrate why estate planners should give more attenti....
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  • CRT Background and Misconceptions You Should Know

    November 1, 2024

    This webinar provides an overview/review of using CRTs and identifies practical planning c....
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  • CTA: New FAQs Sep/Oct 2024: What You Need to Know

    October 22, 2024

    The Corporate Transparency Act (CTA) filing deadline for pre-2024 entities is rapidly appr....
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  • Considerations in Co-Counseling with an Elder Law and Special Needs Attorney

    October 11, 2024

    Elder law and special needs (ELSN) planning is a specialized area of the law, but one that....
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