Estate Planning

Tom Clancy's estate can teach advisors a lesson about blended families

The members have adverse interests regarding trust distributions

In Estate of Elkins v. Commissioner, the decedent’s estate gets a $14 million estate tax refund

Why these are so important in estate planning

The Donald Sterling case and mental capacity

Uncertainty in the laws governing the disposition of a loved one’s remains

• Tax Court refuses Internal Revenue Service motions for summary judgment on valuation of 100 percent limited liability company (LLC) interest for income tax charitable deduction—In RERI Holdings I, LLC v. Commissioner, 143 T.C. No. 3...

Your clients may be unaware of what they’re entitled to

Maximize your clients' deductions for funeral expenses