Estate Planning

A useful defensive weapon for the surviving spouse

PLR treated non-designated beneficiary who got proceeds as IRA owner, not inheritor

Is putting planning on hold really in the best interests of our clients?

A view from the audience at Heckerling: Possibility of federal estate tax repeal

Encourage clients to create a "red file" to cover issues beyond traditional planning.

Check sent by decedent’s husband’s estate didn’t cover wife’s estate’s liability

Utah Jazz owner Gail Miller recently made basketball news by announcing that she and her family had transferred the NBA team into a dynasty trust.

Or, do they prefer surprises?

Many subjects that serve as substantial planning motivators aren’t found on client questionnaires and are frequently absent from planning discussions.