Note From the Editor: September 2024 Aug 23, 2024 Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue. Trusts & Estates: July | August 2024 Digital Edition Jul 25, 2024 Committee Reports On Elder Care / Special Needs, Ultra-High-Net-Worth, Families & Family Offices. Features on International Practice, The Modern Practice and Estate Planning & Taxation. How to Be a Wealth 3.0 Attorney Jul 16, 2024 Practical approaches that foster integrated services. Navigating Self-Dealing Pitfalls in Private Foundations and Family Offices Jul 16, 2024 Maintain tax-exempt status and avoid costly penalties. The Corporate Transparency Act Six Months In Jul 16, 2024 Despite hope for overturn or repeal, prepare to file on time. How to Help Clients Transcend Indecision And Move Toward Action Jul 16, 2024 Managing a polarity requires a different approach. Special Needs and Elder Law Update Jul 16, 2024 A rundown of recent court decisions. Essential Questions to Ask Before Starting A Single Family Office Jul 16, 2024 Help clients think through the decision carefully and set up the SFO for long-term success. How Will Your Clients’ Families Know What They Want? Jul 16, 2024 If they suffer from a disability or illness, help them prepare a letter of guidance. Beyond the GST of It Jul 16, 2024 A review of the deemed allocation rules of Chapter 13 and their application to lifetime indirect skips. Load More first previous 1 2 3 4 5 6 7 8 next last Load More
Trusts & Estates: July | August 2024 Digital Edition Jul 25, 2024 Committee Reports On Elder Care / Special Needs, Ultra-High-Net-Worth, Families & Family Offices. Features on International Practice, The Modern Practice and Estate Planning & Taxation. How to Be a Wealth 3.0 Attorney Jul 16, 2024 Practical approaches that foster integrated services. Navigating Self-Dealing Pitfalls in Private Foundations and Family Offices Jul 16, 2024 Maintain tax-exempt status and avoid costly penalties. The Corporate Transparency Act Six Months In Jul 16, 2024 Despite hope for overturn or repeal, prepare to file on time. How to Help Clients Transcend Indecision And Move Toward Action Jul 16, 2024 Managing a polarity requires a different approach. Special Needs and Elder Law Update Jul 16, 2024 A rundown of recent court decisions. Essential Questions to Ask Before Starting A Single Family Office Jul 16, 2024 Help clients think through the decision carefully and set up the SFO for long-term success. How Will Your Clients’ Families Know What They Want? Jul 16, 2024 If they suffer from a disability or illness, help them prepare a letter of guidance. Beyond the GST of It Jul 16, 2024 A review of the deemed allocation rules of Chapter 13 and their application to lifetime indirect skips. Load More first previous 1 2 3 4 5 6 7 8 next last Load More
How to Be a Wealth 3.0 Attorney Jul 16, 2024 Practical approaches that foster integrated services. Navigating Self-Dealing Pitfalls in Private Foundations and Family Offices Jul 16, 2024 Maintain tax-exempt status and avoid costly penalties. The Corporate Transparency Act Six Months In Jul 16, 2024 Despite hope for overturn or repeal, prepare to file on time. How to Help Clients Transcend Indecision And Move Toward Action Jul 16, 2024 Managing a polarity requires a different approach. Special Needs and Elder Law Update Jul 16, 2024 A rundown of recent court decisions. Essential Questions to Ask Before Starting A Single Family Office Jul 16, 2024 Help clients think through the decision carefully and set up the SFO for long-term success. How Will Your Clients’ Families Know What They Want? Jul 16, 2024 If they suffer from a disability or illness, help them prepare a letter of guidance. Beyond the GST of It Jul 16, 2024 A review of the deemed allocation rules of Chapter 13 and their application to lifetime indirect skips. Load More first previous 1 2 3 4 5 6 7 8 next last Load More
Navigating Self-Dealing Pitfalls in Private Foundations and Family Offices Jul 16, 2024 Maintain tax-exempt status and avoid costly penalties. The Corporate Transparency Act Six Months In Jul 16, 2024 Despite hope for overturn or repeal, prepare to file on time. How to Help Clients Transcend Indecision And Move Toward Action Jul 16, 2024 Managing a polarity requires a different approach. Special Needs and Elder Law Update Jul 16, 2024 A rundown of recent court decisions. Essential Questions to Ask Before Starting A Single Family Office Jul 16, 2024 Help clients think through the decision carefully and set up the SFO for long-term success. How Will Your Clients’ Families Know What They Want? Jul 16, 2024 If they suffer from a disability or illness, help them prepare a letter of guidance. Beyond the GST of It Jul 16, 2024 A review of the deemed allocation rules of Chapter 13 and their application to lifetime indirect skips. Load More first previous 1 2 3 4 5 6 7 8 next last Load More
The Corporate Transparency Act Six Months In Jul 16, 2024 Despite hope for overturn or repeal, prepare to file on time. How to Help Clients Transcend Indecision And Move Toward Action Jul 16, 2024 Managing a polarity requires a different approach. Special Needs and Elder Law Update Jul 16, 2024 A rundown of recent court decisions. Essential Questions to Ask Before Starting A Single Family Office Jul 16, 2024 Help clients think through the decision carefully and set up the SFO for long-term success. How Will Your Clients’ Families Know What They Want? Jul 16, 2024 If they suffer from a disability or illness, help them prepare a letter of guidance. Beyond the GST of It Jul 16, 2024 A review of the deemed allocation rules of Chapter 13 and their application to lifetime indirect skips. Load More first previous 1 2 3 4 5 6 7 8 next last Load More
How to Help Clients Transcend Indecision And Move Toward Action Jul 16, 2024 Managing a polarity requires a different approach. Special Needs and Elder Law Update Jul 16, 2024 A rundown of recent court decisions. Essential Questions to Ask Before Starting A Single Family Office Jul 16, 2024 Help clients think through the decision carefully and set up the SFO for long-term success. How Will Your Clients’ Families Know What They Want? Jul 16, 2024 If they suffer from a disability or illness, help them prepare a letter of guidance. Beyond the GST of It Jul 16, 2024 A review of the deemed allocation rules of Chapter 13 and their application to lifetime indirect skips. Load More first previous 1 2 3 4 5 6 7 8 next last Load More
Special Needs and Elder Law Update Jul 16, 2024 A rundown of recent court decisions. Essential Questions to Ask Before Starting A Single Family Office Jul 16, 2024 Help clients think through the decision carefully and set up the SFO for long-term success. How Will Your Clients’ Families Know What They Want? Jul 16, 2024 If they suffer from a disability or illness, help them prepare a letter of guidance. Beyond the GST of It Jul 16, 2024 A review of the deemed allocation rules of Chapter 13 and their application to lifetime indirect skips. Load More first previous 1 2 3 4 5 6 7 8 next last Load More
Essential Questions to Ask Before Starting A Single Family Office Jul 16, 2024 Help clients think through the decision carefully and set up the SFO for long-term success. How Will Your Clients’ Families Know What They Want? Jul 16, 2024 If they suffer from a disability or illness, help them prepare a letter of guidance. Beyond the GST of It Jul 16, 2024 A review of the deemed allocation rules of Chapter 13 and their application to lifetime indirect skips. Load More first previous 1 2 3 4 5 6 7 8 next last Load More
How Will Your Clients’ Families Know What They Want? Jul 16, 2024 If they suffer from a disability or illness, help them prepare a letter of guidance. Beyond the GST of It Jul 16, 2024 A review of the deemed allocation rules of Chapter 13 and their application to lifetime indirect skips. Load More first previous 1 2 3 4 5 6 7 8 next last Load More
Beyond the GST of It Jul 16, 2024 A review of the deemed allocation rules of Chapter 13 and their application to lifetime indirect skips. Load More first previous 1 2 3 4 5 6 7 8 next last Load More
