Subscribe to Trusts & Estates Premium Content Today The pre-eminent, peer review journal and website for wealth management professionals. Learn More
On the Cover: October 2018 Sep 21, 2018 Associate legal editor Anna Sulkin discusses this month's cover. Note from the Editor: October 2018 Sep 21, 2018 Editor in Chief Susan R. Lipp discusses this month's issue. Don’t Lose Your Clients’ Cryptocurrency in Cyberspace Sep 20, 2018 Investing in cryptocurrencies may be speculative, but investing in an estate plan to protect cryptocurrency assets should never be. Burt Reynolds Omitted His Son from His Will Sep 19, 2018 But it’s probably not what you think. Beware the Estate Tax Cliff Sep 17, 2018 Be sure to mind the gap between federal and state tax exemption amounts. D.C. and Maryland Lower Estate Tax Exemptions Sep 13, 2018 Both jurisdictions are breaking away from the federal government exclusion amounts. Marital Trust Division Deemed a Non-Recognition Event, But Tax Implications Abound Sep 12, 2018 This ruling serves as a reminder of the potential perils and uncertainties that remain in the trust division and modification context. Ten Questions to Help Families Navigate the Great Wealth Transfer Sep 11, 2018 Family philanthropy can offer a valuable compass. Three Psychological Factors That Define Client Interactions Sep 07, 2018 Understanding these basic behaviors may give savvy advisors a valuable leg up. New IRS Proposed Regs Nullify SALT Limitation Workaround Attempts Sep 05, 2018 Rules also affect charitable deductions under long-standing tax credit programs. Load More first previous … 256 257 258 259 260 261 262 263 264 … next last Load More
Note from the Editor: October 2018 Sep 21, 2018 Editor in Chief Susan R. Lipp discusses this month's issue. Don’t Lose Your Clients’ Cryptocurrency in Cyberspace Sep 20, 2018 Investing in cryptocurrencies may be speculative, but investing in an estate plan to protect cryptocurrency assets should never be. Burt Reynolds Omitted His Son from His Will Sep 19, 2018 But it’s probably not what you think. Beware the Estate Tax Cliff Sep 17, 2018 Be sure to mind the gap between federal and state tax exemption amounts. D.C. and Maryland Lower Estate Tax Exemptions Sep 13, 2018 Both jurisdictions are breaking away from the federal government exclusion amounts. Marital Trust Division Deemed a Non-Recognition Event, But Tax Implications Abound Sep 12, 2018 This ruling serves as a reminder of the potential perils and uncertainties that remain in the trust division and modification context. Ten Questions to Help Families Navigate the Great Wealth Transfer Sep 11, 2018 Family philanthropy can offer a valuable compass. Three Psychological Factors That Define Client Interactions Sep 07, 2018 Understanding these basic behaviors may give savvy advisors a valuable leg up. New IRS Proposed Regs Nullify SALT Limitation Workaround Attempts Sep 05, 2018 Rules also affect charitable deductions under long-standing tax credit programs. Load More first previous … 256 257 258 259 260 261 262 263 264 … next last Load More
Don’t Lose Your Clients’ Cryptocurrency in Cyberspace Sep 20, 2018 Investing in cryptocurrencies may be speculative, but investing in an estate plan to protect cryptocurrency assets should never be. Burt Reynolds Omitted His Son from His Will Sep 19, 2018 But it’s probably not what you think. Beware the Estate Tax Cliff Sep 17, 2018 Be sure to mind the gap between federal and state tax exemption amounts. D.C. and Maryland Lower Estate Tax Exemptions Sep 13, 2018 Both jurisdictions are breaking away from the federal government exclusion amounts. Marital Trust Division Deemed a Non-Recognition Event, But Tax Implications Abound Sep 12, 2018 This ruling serves as a reminder of the potential perils and uncertainties that remain in the trust division and modification context. Ten Questions to Help Families Navigate the Great Wealth Transfer Sep 11, 2018 Family philanthropy can offer a valuable compass. Three Psychological Factors That Define Client Interactions Sep 07, 2018 Understanding these basic behaviors may give savvy advisors a valuable leg up. New IRS Proposed Regs Nullify SALT Limitation Workaround Attempts Sep 05, 2018 Rules also affect charitable deductions under long-standing tax credit programs. Load More first previous … 256 257 258 259 260 261 262 263 264 … next last Load More
Burt Reynolds Omitted His Son from His Will Sep 19, 2018 But it’s probably not what you think. Beware the Estate Tax Cliff Sep 17, 2018 Be sure to mind the gap between federal and state tax exemption amounts. D.C. and Maryland Lower Estate Tax Exemptions Sep 13, 2018 Both jurisdictions are breaking away from the federal government exclusion amounts. Marital Trust Division Deemed a Non-Recognition Event, But Tax Implications Abound Sep 12, 2018 This ruling serves as a reminder of the potential perils and uncertainties that remain in the trust division and modification context. Ten Questions to Help Families Navigate the Great Wealth Transfer Sep 11, 2018 Family philanthropy can offer a valuable compass. Three Psychological Factors That Define Client Interactions Sep 07, 2018 Understanding these basic behaviors may give savvy advisors a valuable leg up. New IRS Proposed Regs Nullify SALT Limitation Workaround Attempts Sep 05, 2018 Rules also affect charitable deductions under long-standing tax credit programs. Load More first previous … 256 257 258 259 260 261 262 263 264 … next last Load More
Beware the Estate Tax Cliff Sep 17, 2018 Be sure to mind the gap between federal and state tax exemption amounts. D.C. and Maryland Lower Estate Tax Exemptions Sep 13, 2018 Both jurisdictions are breaking away from the federal government exclusion amounts. Marital Trust Division Deemed a Non-Recognition Event, But Tax Implications Abound Sep 12, 2018 This ruling serves as a reminder of the potential perils and uncertainties that remain in the trust division and modification context. Ten Questions to Help Families Navigate the Great Wealth Transfer Sep 11, 2018 Family philanthropy can offer a valuable compass. Three Psychological Factors That Define Client Interactions Sep 07, 2018 Understanding these basic behaviors may give savvy advisors a valuable leg up. New IRS Proposed Regs Nullify SALT Limitation Workaround Attempts Sep 05, 2018 Rules also affect charitable deductions under long-standing tax credit programs. Load More first previous … 256 257 258 259 260 261 262 263 264 … next last Load More
D.C. and Maryland Lower Estate Tax Exemptions Sep 13, 2018 Both jurisdictions are breaking away from the federal government exclusion amounts. Marital Trust Division Deemed a Non-Recognition Event, But Tax Implications Abound Sep 12, 2018 This ruling serves as a reminder of the potential perils and uncertainties that remain in the trust division and modification context. Ten Questions to Help Families Navigate the Great Wealth Transfer Sep 11, 2018 Family philanthropy can offer a valuable compass. Three Psychological Factors That Define Client Interactions Sep 07, 2018 Understanding these basic behaviors may give savvy advisors a valuable leg up. New IRS Proposed Regs Nullify SALT Limitation Workaround Attempts Sep 05, 2018 Rules also affect charitable deductions under long-standing tax credit programs. Load More first previous … 256 257 258 259 260 261 262 263 264 … next last Load More
Marital Trust Division Deemed a Non-Recognition Event, But Tax Implications Abound Sep 12, 2018 This ruling serves as a reminder of the potential perils and uncertainties that remain in the trust division and modification context. Ten Questions to Help Families Navigate the Great Wealth Transfer Sep 11, 2018 Family philanthropy can offer a valuable compass. Three Psychological Factors That Define Client Interactions Sep 07, 2018 Understanding these basic behaviors may give savvy advisors a valuable leg up. New IRS Proposed Regs Nullify SALT Limitation Workaround Attempts Sep 05, 2018 Rules also affect charitable deductions under long-standing tax credit programs. Load More first previous … 256 257 258 259 260 261 262 263 264 … next last Load More
Ten Questions to Help Families Navigate the Great Wealth Transfer Sep 11, 2018 Family philanthropy can offer a valuable compass. Three Psychological Factors That Define Client Interactions Sep 07, 2018 Understanding these basic behaviors may give savvy advisors a valuable leg up. New IRS Proposed Regs Nullify SALT Limitation Workaround Attempts Sep 05, 2018 Rules also affect charitable deductions under long-standing tax credit programs. Load More first previous … 256 257 258 259 260 261 262 263 264 … next last Load More
Three Psychological Factors That Define Client Interactions Sep 07, 2018 Understanding these basic behaviors may give savvy advisors a valuable leg up. New IRS Proposed Regs Nullify SALT Limitation Workaround Attempts Sep 05, 2018 Rules also affect charitable deductions under long-standing tax credit programs. Load More first previous … 256 257 258 259 260 261 262 263 264 … next last Load More
New IRS Proposed Regs Nullify SALT Limitation Workaround Attempts Sep 05, 2018 Rules also affect charitable deductions under long-standing tax credit programs. Load More first previous … 256 257 258 259 260 261 262 263 264 … next last Load More
