Moving Assets Out of GST Tax-Vulnerable Trusts

Oct 21, 2024

Practitioners can use a variety of strategies to shift value.

Considerations for Real Property In Estate Planning

Oct 21, 2024

Administrative and tax issues, along with opportunities.

Step Transaction Doctrine: Planning For 2026 Exemption Reduction and Possible Law Change

Oct 21, 2024

Craft plans to avoid application of the step transaction doctrine before the exemption potentially gets reduced.

On the Cover: November 2024

Oct 21, 2024

Legal Editor Anna Sulkin Stern discusses this month's cover art.

From the Editor: November 2024

Oct 21, 2024

Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue.

Optimizing the Utility Of Spending Wealth

Oct 21, 2024

Christopher P. Woehrle analyzes an exchange of future unitrust payments for a charitable gift annuity.

Tax Law Update: November 2024

Oct 21, 2024

The most pressing tax law developments of the past month.

Sponsored Content

Powerful Giving

Oct 21, 2024

Community foundations are an excellent resource for estate attorneys seeking to develop customized charitable giving strategies for their clients.

Unique Giving Strategies to Spark Economic Development in Disadvantaged Communities

Oct 02, 2024

What is the role your charitable clients can play in the economic development of disadvantaged communities and how does the IRS view charitable activities that can support it? Join this session with Foundation Source’s Chief Legal Officer Jeffrey...

Trusts & Estates: October 2024 Digital Edition

Sep 24, 2024

The Annual Charitable Giving Issue...