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Tax Law Update: June 2021 May 21, 2021 David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month. On the Cover: June 2021 May 21, 2021 Legal editor Anna Sulkin discusses this month's cover. Note From the Editor: June 2021 May 21, 2021 Editor in Chief Susan R. Lipp discusses this month's issue. Modernized Estate Planning With Private Placement Life Insurance May 20, 2021 COVID-19 has forced clients and advisors to reexamine potentially antiquated techniques and consider new avenues. Bipartisan Bill Seeks to Halve Estate Tax May 19, 2021 'Families shouldn't have to sell major portions of their businesses or farms after the death of a parent just to afford the 40% estate tax.' Revised Power of Attorney Statute May Lead to More Ready Acceptance May 18, 2021 Recent legislation provides for significant changes. Another RIA Gets Into the Trust Business May 18, 2021 Moneta, a $27 billion RIA headquartered in St. Louis, is the latest firm to bring trust company services in-house; observers say it's unlikely to be a widespread trend. Retroactive Legislation: Advisors' Dilemma May 18, 2021 With the potential for retroactive application of any basis step-up legislation, here are four options to consider when advising clients. Are Retroactive Stepped-Up Income Tax Basis Proposals Constitutional? May 18, 2021 Without any details, how are advisors expected to advise their clients today? Naming a Trust as IRA Beneficiary: Key Considerations May 13, 2021 In many, but not all, instances, a trust is a better option than naming an individual. Load More first previous … 129 130 131 132 133 134 135 136 137 … next last Load More
On the Cover: June 2021 May 21, 2021 Legal editor Anna Sulkin discusses this month's cover. Note From the Editor: June 2021 May 21, 2021 Editor in Chief Susan R. Lipp discusses this month's issue. Modernized Estate Planning With Private Placement Life Insurance May 20, 2021 COVID-19 has forced clients and advisors to reexamine potentially antiquated techniques and consider new avenues. Bipartisan Bill Seeks to Halve Estate Tax May 19, 2021 'Families shouldn't have to sell major portions of their businesses or farms after the death of a parent just to afford the 40% estate tax.' Revised Power of Attorney Statute May Lead to More Ready Acceptance May 18, 2021 Recent legislation provides for significant changes. Another RIA Gets Into the Trust Business May 18, 2021 Moneta, a $27 billion RIA headquartered in St. Louis, is the latest firm to bring trust company services in-house; observers say it's unlikely to be a widespread trend. Retroactive Legislation: Advisors' Dilemma May 18, 2021 With the potential for retroactive application of any basis step-up legislation, here are four options to consider when advising clients. Are Retroactive Stepped-Up Income Tax Basis Proposals Constitutional? May 18, 2021 Without any details, how are advisors expected to advise their clients today? Naming a Trust as IRA Beneficiary: Key Considerations May 13, 2021 In many, but not all, instances, a trust is a better option than naming an individual. Load More first previous … 129 130 131 132 133 134 135 136 137 … next last Load More
Note From the Editor: June 2021 May 21, 2021 Editor in Chief Susan R. Lipp discusses this month's issue. Modernized Estate Planning With Private Placement Life Insurance May 20, 2021 COVID-19 has forced clients and advisors to reexamine potentially antiquated techniques and consider new avenues. Bipartisan Bill Seeks to Halve Estate Tax May 19, 2021 'Families shouldn't have to sell major portions of their businesses or farms after the death of a parent just to afford the 40% estate tax.' Revised Power of Attorney Statute May Lead to More Ready Acceptance May 18, 2021 Recent legislation provides for significant changes. Another RIA Gets Into the Trust Business May 18, 2021 Moneta, a $27 billion RIA headquartered in St. Louis, is the latest firm to bring trust company services in-house; observers say it's unlikely to be a widespread trend. Retroactive Legislation: Advisors' Dilemma May 18, 2021 With the potential for retroactive application of any basis step-up legislation, here are four options to consider when advising clients. Are Retroactive Stepped-Up Income Tax Basis Proposals Constitutional? May 18, 2021 Without any details, how are advisors expected to advise their clients today? Naming a Trust as IRA Beneficiary: Key Considerations May 13, 2021 In many, but not all, instances, a trust is a better option than naming an individual. Load More first previous … 129 130 131 132 133 134 135 136 137 … next last Load More
Modernized Estate Planning With Private Placement Life Insurance May 20, 2021 COVID-19 has forced clients and advisors to reexamine potentially antiquated techniques and consider new avenues. Bipartisan Bill Seeks to Halve Estate Tax May 19, 2021 'Families shouldn't have to sell major portions of their businesses or farms after the death of a parent just to afford the 40% estate tax.' Revised Power of Attorney Statute May Lead to More Ready Acceptance May 18, 2021 Recent legislation provides for significant changes. Another RIA Gets Into the Trust Business May 18, 2021 Moneta, a $27 billion RIA headquartered in St. Louis, is the latest firm to bring trust company services in-house; observers say it's unlikely to be a widespread trend. Retroactive Legislation: Advisors' Dilemma May 18, 2021 With the potential for retroactive application of any basis step-up legislation, here are four options to consider when advising clients. Are Retroactive Stepped-Up Income Tax Basis Proposals Constitutional? May 18, 2021 Without any details, how are advisors expected to advise their clients today? Naming a Trust as IRA Beneficiary: Key Considerations May 13, 2021 In many, but not all, instances, a trust is a better option than naming an individual. Load More first previous … 129 130 131 132 133 134 135 136 137 … next last Load More
Bipartisan Bill Seeks to Halve Estate Tax May 19, 2021 'Families shouldn't have to sell major portions of their businesses or farms after the death of a parent just to afford the 40% estate tax.' Revised Power of Attorney Statute May Lead to More Ready Acceptance May 18, 2021 Recent legislation provides for significant changes. Another RIA Gets Into the Trust Business May 18, 2021 Moneta, a $27 billion RIA headquartered in St. Louis, is the latest firm to bring trust company services in-house; observers say it's unlikely to be a widespread trend. Retroactive Legislation: Advisors' Dilemma May 18, 2021 With the potential for retroactive application of any basis step-up legislation, here are four options to consider when advising clients. Are Retroactive Stepped-Up Income Tax Basis Proposals Constitutional? May 18, 2021 Without any details, how are advisors expected to advise their clients today? Naming a Trust as IRA Beneficiary: Key Considerations May 13, 2021 In many, but not all, instances, a trust is a better option than naming an individual. Load More first previous … 129 130 131 132 133 134 135 136 137 … next last Load More
Revised Power of Attorney Statute May Lead to More Ready Acceptance May 18, 2021 Recent legislation provides for significant changes. Another RIA Gets Into the Trust Business May 18, 2021 Moneta, a $27 billion RIA headquartered in St. Louis, is the latest firm to bring trust company services in-house; observers say it's unlikely to be a widespread trend. Retroactive Legislation: Advisors' Dilemma May 18, 2021 With the potential for retroactive application of any basis step-up legislation, here are four options to consider when advising clients. Are Retroactive Stepped-Up Income Tax Basis Proposals Constitutional? May 18, 2021 Without any details, how are advisors expected to advise their clients today? Naming a Trust as IRA Beneficiary: Key Considerations May 13, 2021 In many, but not all, instances, a trust is a better option than naming an individual. Load More first previous … 129 130 131 132 133 134 135 136 137 … next last Load More
Another RIA Gets Into the Trust Business May 18, 2021 Moneta, a $27 billion RIA headquartered in St. Louis, is the latest firm to bring trust company services in-house; observers say it's unlikely to be a widespread trend. Retroactive Legislation: Advisors' Dilemma May 18, 2021 With the potential for retroactive application of any basis step-up legislation, here are four options to consider when advising clients. Are Retroactive Stepped-Up Income Tax Basis Proposals Constitutional? May 18, 2021 Without any details, how are advisors expected to advise their clients today? Naming a Trust as IRA Beneficiary: Key Considerations May 13, 2021 In many, but not all, instances, a trust is a better option than naming an individual. Load More first previous … 129 130 131 132 133 134 135 136 137 … next last Load More
Retroactive Legislation: Advisors' Dilemma May 18, 2021 With the potential for retroactive application of any basis step-up legislation, here are four options to consider when advising clients. Are Retroactive Stepped-Up Income Tax Basis Proposals Constitutional? May 18, 2021 Without any details, how are advisors expected to advise their clients today? Naming a Trust as IRA Beneficiary: Key Considerations May 13, 2021 In many, but not all, instances, a trust is a better option than naming an individual. Load More first previous … 129 130 131 132 133 134 135 136 137 … next last Load More
Are Retroactive Stepped-Up Income Tax Basis Proposals Constitutional? May 18, 2021 Without any details, how are advisors expected to advise their clients today? Naming a Trust as IRA Beneficiary: Key Considerations May 13, 2021 In many, but not all, instances, a trust is a better option than naming an individual. Load More first previous … 129 130 131 132 133 134 135 136 137 … next last Load More
Naming a Trust as IRA Beneficiary: Key Considerations May 13, 2021 In many, but not all, instances, a trust is a better option than naming an individual. Load More first previous … 129 130 131 132 133 134 135 136 137 … next last Load More
