Subscribe to Trusts & Estates Premium Content Today The pre-eminent, peer review journal and website for wealth management professionals. Learn More
Mostly Smoother Sailing Dec 20, 2016 Qualified charitable distributions were made permanent, but will required minimum distributions be curtailed? Note From The Editor: January 2017 Dec 20, 2016 Editor in chief Susan R. Lipp discusses this month's issue. Zsa Zsa Gabor Always Kept the House Dec 19, 2016 She never met a man she hated enough to give his diamonds back, and her many divorces could make for an interesting estate. Special Needs Trust Fairness Act Becomes Law Dec 17, 2016 Individuals with disabilities can create their own self-settled trusts Two New Hurdles for Captive Insurance Companies Dec 16, 2016 An update on developments in this industry New Jersey (and Other) State Estate Tax Changes Dec 15, 2016 How they’re affected by the current environment of planning uncertainty. What Constitutes Completed Gifts? Dec 13, 2016 Grantor’s contribution of property to trust and committee’s distribution to beneficiaries are both incomplete for federal tax purposes Sen. John Thune Announces Intention to Repeal the Estate Tax Next Year Dec 13, 2016 Broad overhaul on the agenda for Congress Charitable Gift Annuities May Answer the Fixed Income Question Dec 13, 2016 A charitable gift annuity can provide a surrogate for fixed income during retirement in an environment of low interest rates that may linger for decades. CRUT Division Pursuant to Divorce Permitted Dec 08, 2016 IRS approved converting one charitable remainder unitrust into two Load More first previous … 322 323 324 325 326 327 328 329 330 … next last Load More
Note From The Editor: January 2017 Dec 20, 2016 Editor in chief Susan R. Lipp discusses this month's issue. Zsa Zsa Gabor Always Kept the House Dec 19, 2016 She never met a man she hated enough to give his diamonds back, and her many divorces could make for an interesting estate. Special Needs Trust Fairness Act Becomes Law Dec 17, 2016 Individuals with disabilities can create their own self-settled trusts Two New Hurdles for Captive Insurance Companies Dec 16, 2016 An update on developments in this industry New Jersey (and Other) State Estate Tax Changes Dec 15, 2016 How they’re affected by the current environment of planning uncertainty. What Constitutes Completed Gifts? Dec 13, 2016 Grantor’s contribution of property to trust and committee’s distribution to beneficiaries are both incomplete for federal tax purposes Sen. John Thune Announces Intention to Repeal the Estate Tax Next Year Dec 13, 2016 Broad overhaul on the agenda for Congress Charitable Gift Annuities May Answer the Fixed Income Question Dec 13, 2016 A charitable gift annuity can provide a surrogate for fixed income during retirement in an environment of low interest rates that may linger for decades. CRUT Division Pursuant to Divorce Permitted Dec 08, 2016 IRS approved converting one charitable remainder unitrust into two Load More first previous … 322 323 324 325 326 327 328 329 330 … next last Load More
Zsa Zsa Gabor Always Kept the House Dec 19, 2016 She never met a man she hated enough to give his diamonds back, and her many divorces could make for an interesting estate. Special Needs Trust Fairness Act Becomes Law Dec 17, 2016 Individuals with disabilities can create their own self-settled trusts Two New Hurdles for Captive Insurance Companies Dec 16, 2016 An update on developments in this industry New Jersey (and Other) State Estate Tax Changes Dec 15, 2016 How they’re affected by the current environment of planning uncertainty. What Constitutes Completed Gifts? Dec 13, 2016 Grantor’s contribution of property to trust and committee’s distribution to beneficiaries are both incomplete for federal tax purposes Sen. John Thune Announces Intention to Repeal the Estate Tax Next Year Dec 13, 2016 Broad overhaul on the agenda for Congress Charitable Gift Annuities May Answer the Fixed Income Question Dec 13, 2016 A charitable gift annuity can provide a surrogate for fixed income during retirement in an environment of low interest rates that may linger for decades. CRUT Division Pursuant to Divorce Permitted Dec 08, 2016 IRS approved converting one charitable remainder unitrust into two Load More first previous … 322 323 324 325 326 327 328 329 330 … next last Load More
Special Needs Trust Fairness Act Becomes Law Dec 17, 2016 Individuals with disabilities can create their own self-settled trusts Two New Hurdles for Captive Insurance Companies Dec 16, 2016 An update on developments in this industry New Jersey (and Other) State Estate Tax Changes Dec 15, 2016 How they’re affected by the current environment of planning uncertainty. What Constitutes Completed Gifts? Dec 13, 2016 Grantor’s contribution of property to trust and committee’s distribution to beneficiaries are both incomplete for federal tax purposes Sen. John Thune Announces Intention to Repeal the Estate Tax Next Year Dec 13, 2016 Broad overhaul on the agenda for Congress Charitable Gift Annuities May Answer the Fixed Income Question Dec 13, 2016 A charitable gift annuity can provide a surrogate for fixed income during retirement in an environment of low interest rates that may linger for decades. CRUT Division Pursuant to Divorce Permitted Dec 08, 2016 IRS approved converting one charitable remainder unitrust into two Load More first previous … 322 323 324 325 326 327 328 329 330 … next last Load More
Two New Hurdles for Captive Insurance Companies Dec 16, 2016 An update on developments in this industry New Jersey (and Other) State Estate Tax Changes Dec 15, 2016 How they’re affected by the current environment of planning uncertainty. What Constitutes Completed Gifts? Dec 13, 2016 Grantor’s contribution of property to trust and committee’s distribution to beneficiaries are both incomplete for federal tax purposes Sen. John Thune Announces Intention to Repeal the Estate Tax Next Year Dec 13, 2016 Broad overhaul on the agenda for Congress Charitable Gift Annuities May Answer the Fixed Income Question Dec 13, 2016 A charitable gift annuity can provide a surrogate for fixed income during retirement in an environment of low interest rates that may linger for decades. CRUT Division Pursuant to Divorce Permitted Dec 08, 2016 IRS approved converting one charitable remainder unitrust into two Load More first previous … 322 323 324 325 326 327 328 329 330 … next last Load More
New Jersey (and Other) State Estate Tax Changes Dec 15, 2016 How they’re affected by the current environment of planning uncertainty. What Constitutes Completed Gifts? Dec 13, 2016 Grantor’s contribution of property to trust and committee’s distribution to beneficiaries are both incomplete for federal tax purposes Sen. John Thune Announces Intention to Repeal the Estate Tax Next Year Dec 13, 2016 Broad overhaul on the agenda for Congress Charitable Gift Annuities May Answer the Fixed Income Question Dec 13, 2016 A charitable gift annuity can provide a surrogate for fixed income during retirement in an environment of low interest rates that may linger for decades. CRUT Division Pursuant to Divorce Permitted Dec 08, 2016 IRS approved converting one charitable remainder unitrust into two Load More first previous … 322 323 324 325 326 327 328 329 330 … next last Load More
What Constitutes Completed Gifts? Dec 13, 2016 Grantor’s contribution of property to trust and committee’s distribution to beneficiaries are both incomplete for federal tax purposes Sen. John Thune Announces Intention to Repeal the Estate Tax Next Year Dec 13, 2016 Broad overhaul on the agenda for Congress Charitable Gift Annuities May Answer the Fixed Income Question Dec 13, 2016 A charitable gift annuity can provide a surrogate for fixed income during retirement in an environment of low interest rates that may linger for decades. CRUT Division Pursuant to Divorce Permitted Dec 08, 2016 IRS approved converting one charitable remainder unitrust into two Load More first previous … 322 323 324 325 326 327 328 329 330 … next last Load More
Sen. John Thune Announces Intention to Repeal the Estate Tax Next Year Dec 13, 2016 Broad overhaul on the agenda for Congress Charitable Gift Annuities May Answer the Fixed Income Question Dec 13, 2016 A charitable gift annuity can provide a surrogate for fixed income during retirement in an environment of low interest rates that may linger for decades. CRUT Division Pursuant to Divorce Permitted Dec 08, 2016 IRS approved converting one charitable remainder unitrust into two Load More first previous … 322 323 324 325 326 327 328 329 330 … next last Load More
Charitable Gift Annuities May Answer the Fixed Income Question Dec 13, 2016 A charitable gift annuity can provide a surrogate for fixed income during retirement in an environment of low interest rates that may linger for decades. CRUT Division Pursuant to Divorce Permitted Dec 08, 2016 IRS approved converting one charitable remainder unitrust into two Load More first previous … 322 323 324 325 326 327 328 329 330 … next last Load More
CRUT Division Pursuant to Divorce Permitted Dec 08, 2016 IRS approved converting one charitable remainder unitrust into two Load More first previous … 322 323 324 325 326 327 328 329 330 … next last Load More
