Estate Planning

IRS clarifies rules around undistributed income and incidental and tenuous benefits received by disqualified persons.

Strengthen client families' communication skills to manage conflict, coordinate action more effectively and minimize unproductive patterns.

“There’s a rising interest among both employers and participants to keep the money in the plan and create lifetime income.”

A possible solution for clients who want to save money and get closure sooner.

Nelson provides further instruction.

Name, image and likeness are important assets in estate planning.

Set your family office clients up to succeed. Prioritize the succession plan.

Help family business clients create a legacy for generations to come.

Tax Court applies IRC Section 2701 special valuation rules.