Trusts & Estates: December 2024 Digital Edition Dec 02, 2024 THE RUNDOWN ON Tax Law Update, Wealth Planning and Technology. FEATURES ON Fiduciary Professions, Financial Advisors and Insurance... Tax Year in Review 2024 Dec 17, 2024 Highlights of important new developments from the past year. Note From the Editor: January 2025 Dec 17, 2024 Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue. Subscribe to Ensure Delivery of our "Tax Year in Review" Issue - ONLY $149 Subscribe Now! Sign up for the WM Morning Memo newsletter. AfghanistanAland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBritish Virgin IslandsBruneiBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCaribbean NetherlandsCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos (Keeling) IslandsColombiaComorosCongo (Brazzaville)Congo (Kinshasa)Cook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHondurasHong Kong, S.A.R., ChinaHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyIvory CoastJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLaosLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacau, S.A.R., ChinaMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNetherlands AntillesNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorthern Mariana IslandsNorth KoreaNorwayOmanPakistanPalauPalestinian TerritoryPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarReunionRomaniaRussiaRwandaSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint Martin (French part)Saint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwazilandSwedenSwitzerlandSyriaTaiwan, ChinaTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluU.S. Virgin IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUnited States Minor Outlying IslandsUruguayUzbekistanVanuatuVaticanVenezuelaVietnamWallis and FutunaWestern SaharaYemenZambiaZimbabwe Sign Up Enter your email above to receive messages about offerings by Informa, its brands, affiliates and/or third-party partners, consistent with Informa's Privacy Policy. List Leave this field blank Best Situs for DAPTs in 2025 Dec 17, 2024 A ranking of jurisdictions based on their asset protection statutes including the effect of the UVTA on these statutes. The State of the States: 2024 Dec 17, 2024 An update on key planning developments. Delaware’s New Beneficiary Well-Being Statute Dec 17, 2024 Innovative trust law is the first of its kind in the country. The Family Office in 2025: Understanding and Managing Complexity Dec 16, 2024 A practical framework for all involved. Do Your Clients Still Want to Plan For 2025 Exemption Gifting? Dec 16, 2024 They should if they can. Important Developments to Watch For in 2025 Dec 16, 2024 Tax policies and legislation the new administration may support. Final Basis Consistency Regulations Improve on the Proposed Regulations Dec 16, 2024 They make compliance with IRC Sections 1014(f) and 6035 less onerous. On the Cover: January 2025 Dec 16, 2024 Legal Editor Anna Sulkin Stern discusses this month's cover art. How to Determine the Governing Law of a Trust Nov 20, 2024 Examining the three domains of construction, validity and administration. Load More 1 2 3 4 5 6 7 8 9 next last Load More
Tax Year in Review 2024 Dec 17, 2024 Highlights of important new developments from the past year. Note From the Editor: January 2025 Dec 17, 2024 Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue. Subscribe to Ensure Delivery of our "Tax Year in Review" Issue - ONLY $149 Subscribe Now! Sign up for the WM Morning Memo newsletter. AfghanistanAland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBritish Virgin IslandsBruneiBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCaribbean NetherlandsCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos (Keeling) IslandsColombiaComorosCongo (Brazzaville)Congo (Kinshasa)Cook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHondurasHong Kong, S.A.R., ChinaHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyIvory CoastJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLaosLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacau, S.A.R., ChinaMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNetherlands AntillesNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorthern Mariana IslandsNorth KoreaNorwayOmanPakistanPalauPalestinian TerritoryPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarReunionRomaniaRussiaRwandaSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint Martin (French part)Saint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwazilandSwedenSwitzerlandSyriaTaiwan, ChinaTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluU.S. Virgin IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUnited States Minor Outlying IslandsUruguayUzbekistanVanuatuVaticanVenezuelaVietnamWallis and FutunaWestern SaharaYemenZambiaZimbabwe Sign Up Enter your email above to receive messages about offerings by Informa, its brands, affiliates and/or third-party partners, consistent with Informa's Privacy Policy. List Leave this field blank Best Situs for DAPTs in 2025 Dec 17, 2024 A ranking of jurisdictions based on their asset protection statutes including the effect of the UVTA on these statutes. The State of the States: 2024 Dec 17, 2024 An update on key planning developments. Delaware’s New Beneficiary Well-Being Statute Dec 17, 2024 Innovative trust law is the first of its kind in the country. The Family Office in 2025: Understanding and Managing Complexity Dec 16, 2024 A practical framework for all involved. Do Your Clients Still Want to Plan For 2025 Exemption Gifting? Dec 16, 2024 They should if they can. Important Developments to Watch For in 2025 Dec 16, 2024 Tax policies and legislation the new administration may support. Final Basis Consistency Regulations Improve on the Proposed Regulations Dec 16, 2024 They make compliance with IRC Sections 1014(f) and 6035 less onerous. On the Cover: January 2025 Dec 16, 2024 Legal Editor Anna Sulkin Stern discusses this month's cover art. How to Determine the Governing Law of a Trust Nov 20, 2024 Examining the three domains of construction, validity and administration. Load More 1 2 3 4 5 6 7 8 9 next last Load More
Note From the Editor: January 2025 Dec 17, 2024 Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue. Subscribe to Ensure Delivery of our "Tax Year in Review" Issue - ONLY $149 Subscribe Now!
Best Situs for DAPTs in 2025 Dec 17, 2024 A ranking of jurisdictions based on their asset protection statutes including the effect of the UVTA on these statutes. The State of the States: 2024 Dec 17, 2024 An update on key planning developments. Delaware’s New Beneficiary Well-Being Statute Dec 17, 2024 Innovative trust law is the first of its kind in the country. The Family Office in 2025: Understanding and Managing Complexity Dec 16, 2024 A practical framework for all involved. Do Your Clients Still Want to Plan For 2025 Exemption Gifting? Dec 16, 2024 They should if they can. Important Developments to Watch For in 2025 Dec 16, 2024 Tax policies and legislation the new administration may support. Final Basis Consistency Regulations Improve on the Proposed Regulations Dec 16, 2024 They make compliance with IRC Sections 1014(f) and 6035 less onerous. On the Cover: January 2025 Dec 16, 2024 Legal Editor Anna Sulkin Stern discusses this month's cover art. How to Determine the Governing Law of a Trust Nov 20, 2024 Examining the three domains of construction, validity and administration. Load More 1 2 3 4 5 6 7 8 9 next last Load More
The State of the States: 2024 Dec 17, 2024 An update on key planning developments. Delaware’s New Beneficiary Well-Being Statute Dec 17, 2024 Innovative trust law is the first of its kind in the country. The Family Office in 2025: Understanding and Managing Complexity Dec 16, 2024 A practical framework for all involved. Do Your Clients Still Want to Plan For 2025 Exemption Gifting? Dec 16, 2024 They should if they can. Important Developments to Watch For in 2025 Dec 16, 2024 Tax policies and legislation the new administration may support. Final Basis Consistency Regulations Improve on the Proposed Regulations Dec 16, 2024 They make compliance with IRC Sections 1014(f) and 6035 less onerous. On the Cover: January 2025 Dec 16, 2024 Legal Editor Anna Sulkin Stern discusses this month's cover art. How to Determine the Governing Law of a Trust Nov 20, 2024 Examining the three domains of construction, validity and administration. Load More 1 2 3 4 5 6 7 8 9 next last Load More
Delaware’s New Beneficiary Well-Being Statute Dec 17, 2024 Innovative trust law is the first of its kind in the country. The Family Office in 2025: Understanding and Managing Complexity Dec 16, 2024 A practical framework for all involved. Do Your Clients Still Want to Plan For 2025 Exemption Gifting? Dec 16, 2024 They should if they can. Important Developments to Watch For in 2025 Dec 16, 2024 Tax policies and legislation the new administration may support. Final Basis Consistency Regulations Improve on the Proposed Regulations Dec 16, 2024 They make compliance with IRC Sections 1014(f) and 6035 less onerous. On the Cover: January 2025 Dec 16, 2024 Legal Editor Anna Sulkin Stern discusses this month's cover art. How to Determine the Governing Law of a Trust Nov 20, 2024 Examining the three domains of construction, validity and administration. Load More 1 2 3 4 5 6 7 8 9 next last Load More
The Family Office in 2025: Understanding and Managing Complexity Dec 16, 2024 A practical framework for all involved. Do Your Clients Still Want to Plan For 2025 Exemption Gifting? Dec 16, 2024 They should if they can. Important Developments to Watch For in 2025 Dec 16, 2024 Tax policies and legislation the new administration may support. Final Basis Consistency Regulations Improve on the Proposed Regulations Dec 16, 2024 They make compliance with IRC Sections 1014(f) and 6035 less onerous. On the Cover: January 2025 Dec 16, 2024 Legal Editor Anna Sulkin Stern discusses this month's cover art. How to Determine the Governing Law of a Trust Nov 20, 2024 Examining the three domains of construction, validity and administration. Load More 1 2 3 4 5 6 7 8 9 next last Load More
Do Your Clients Still Want to Plan For 2025 Exemption Gifting? Dec 16, 2024 They should if they can. Important Developments to Watch For in 2025 Dec 16, 2024 Tax policies and legislation the new administration may support. Final Basis Consistency Regulations Improve on the Proposed Regulations Dec 16, 2024 They make compliance with IRC Sections 1014(f) and 6035 less onerous. On the Cover: January 2025 Dec 16, 2024 Legal Editor Anna Sulkin Stern discusses this month's cover art. How to Determine the Governing Law of a Trust Nov 20, 2024 Examining the three domains of construction, validity and administration. Load More 1 2 3 4 5 6 7 8 9 next last Load More
Important Developments to Watch For in 2025 Dec 16, 2024 Tax policies and legislation the new administration may support. Final Basis Consistency Regulations Improve on the Proposed Regulations Dec 16, 2024 They make compliance with IRC Sections 1014(f) and 6035 less onerous. On the Cover: January 2025 Dec 16, 2024 Legal Editor Anna Sulkin Stern discusses this month's cover art. How to Determine the Governing Law of a Trust Nov 20, 2024 Examining the three domains of construction, validity and administration. Load More 1 2 3 4 5 6 7 8 9 next last Load More
Final Basis Consistency Regulations Improve on the Proposed Regulations Dec 16, 2024 They make compliance with IRC Sections 1014(f) and 6035 less onerous.
On the Cover: January 2025 Dec 16, 2024 Legal Editor Anna Sulkin Stern discusses this month's cover art. How to Determine the Governing Law of a Trust Nov 20, 2024 Examining the three domains of construction, validity and administration. Load More 1 2 3 4 5 6 7 8 9 next last Load More
How to Determine the Governing Law of a Trust Nov 20, 2024 Examining the three domains of construction, validity and administration. Load More 1 2 3 4 5 6 7 8 9 next last Load More
