last will
The Unexpected Half-Life of A Terminating Grantor Trust or QSST
Nov 28, 2023
Focus on preventing an inadvertent end to S corp status.
Capital Gains and Estate Planning
Capital Gains and Estate Planning
Nov 28, 2023
First, do no harm.
old couple arguing
Litigation of Nominations and Dispositions Favoring Stepchildren Under Pre-Divorce Instruments
Nov 28, 2023
Careful drafting can prevent lawsuits.
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Progressive or Regressive?
Nov 28, 2023
Some contrarian questions about new-fangled trust codes.
Letting Go of the Dead Hand
Letting Go of the Dead Hand
Nov 28, 2023
The shortcomings of traditional trust planning.
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Trusts & Estates: November 2023 Digital Edition
Nov 03, 2023
Features on Fiduciary Professions and Perspectives, plus columns on Tax Law Update, Philanthropy and Tips From the Pros
Pivotal Philanthropic Stages: A Look at the Lifecycle of a Foundation
Sep 27, 2023
One of the many benefits of having a private foundation is that it lives in perpetuity, creating numerous opportunities for advisory professionals to offer support and guidance to their HNW clients at key intersections along the journey. From goal...
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Trusts & Estates: October 2023 Digital Edition
Sep 25, 2023
THE ANNUAL CHARITABLE GIVING ISSUE
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Trusts & Estates: September 2023 Digital Edition
Aug 28, 2023
Features on Fiduciary Professions and Perspectives, plus columns on Tax Law Update, Philanthropy and Tips From the Pros
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Sponsored Content
Now Is a Good Time to Review Strategies for Estate Taxes & Gifting
Aug 01, 2023
Consider taking advantage of current higher exclusions of gifting.
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