Estate Planning

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

Or will the family be able to squeeze the over $33 million they’re owed in civil judgments out of The Juice’s estate?

Policy priorities in the estate and gift arena.

What clients want versus what they receive from their advisors.

Estate planners should have a role in the overall risk management aspect of a client’s planning.

It may produce better outcomes.

A gifting strategy that considers minority interest discounts, the timing of gifts and anticipated appreciation can save millions of dollars in taxes.

Both taxpayers and professionals are potential targets.