Subscribe to Trusts & Estates Premium Content Today The pre-eminent, peer review journal and website for wealth management professionals. Learn More
Tax Law Update: July/August 2022 Jul 15, 2022 David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month. On the Cover: July/August 2022 Jul 15, 2022 Legal editor Anna Sulkin discusses this month's cover. Note From the Editor: July/August 2022 Jul 15, 2022 Editor in Chief Susan R. Lipp discusses this month's issue. When a Life Insurance Company Wants to Buy a Policy Back Jul 15, 2022 Why would they do this? What are the advantages/disadvantages of accepting this offer? Milestone Retirement Moments For Federal Employees Jul 13, 2022 Five key markers where extra attention is warranted. IRS Revises Simplified Late Portability Election Procedure Jul 12, 2022 Revenue Procedure 2022-32 extends time to file via simplified procedure from two to five years after decedent’s death. Celebrity Estates: Vince McMahon Sr. and the Evolution Of Generational Values Jul 11, 2022 In a family business, passing down core values can be a struggle as future generations look to create their own paths. Your Client’s Charitable Deduction May Depend on a Good 'Thank You' Letter Jul 08, 2022 Check that documents received from a charity acknowledging a donation include key information. Valuing Public Shares Used to Fund a GRAT Jul 07, 2022 Merger negotiations aren’t relevant. What Will Happen to Warren Buffett’s Fortune After His Death? Jul 06, 2022 The billionaire pledged the majority of his fortune to charity, but there's newfound speculation as to which specific organization will get the windfall. Load More first previous … 90 91 92 93 94 95 96 97 98 … next last Load More
On the Cover: July/August 2022 Jul 15, 2022 Legal editor Anna Sulkin discusses this month's cover. Note From the Editor: July/August 2022 Jul 15, 2022 Editor in Chief Susan R. Lipp discusses this month's issue. When a Life Insurance Company Wants to Buy a Policy Back Jul 15, 2022 Why would they do this? What are the advantages/disadvantages of accepting this offer? Milestone Retirement Moments For Federal Employees Jul 13, 2022 Five key markers where extra attention is warranted. IRS Revises Simplified Late Portability Election Procedure Jul 12, 2022 Revenue Procedure 2022-32 extends time to file via simplified procedure from two to five years after decedent’s death. Celebrity Estates: Vince McMahon Sr. and the Evolution Of Generational Values Jul 11, 2022 In a family business, passing down core values can be a struggle as future generations look to create their own paths. Your Client’s Charitable Deduction May Depend on a Good 'Thank You' Letter Jul 08, 2022 Check that documents received from a charity acknowledging a donation include key information. Valuing Public Shares Used to Fund a GRAT Jul 07, 2022 Merger negotiations aren’t relevant. What Will Happen to Warren Buffett’s Fortune After His Death? Jul 06, 2022 The billionaire pledged the majority of his fortune to charity, but there's newfound speculation as to which specific organization will get the windfall. Load More first previous … 90 91 92 93 94 95 96 97 98 … next last Load More
Note From the Editor: July/August 2022 Jul 15, 2022 Editor in Chief Susan R. Lipp discusses this month's issue. When a Life Insurance Company Wants to Buy a Policy Back Jul 15, 2022 Why would they do this? What are the advantages/disadvantages of accepting this offer? Milestone Retirement Moments For Federal Employees Jul 13, 2022 Five key markers where extra attention is warranted. IRS Revises Simplified Late Portability Election Procedure Jul 12, 2022 Revenue Procedure 2022-32 extends time to file via simplified procedure from two to five years after decedent’s death. Celebrity Estates: Vince McMahon Sr. and the Evolution Of Generational Values Jul 11, 2022 In a family business, passing down core values can be a struggle as future generations look to create their own paths. Your Client’s Charitable Deduction May Depend on a Good 'Thank You' Letter Jul 08, 2022 Check that documents received from a charity acknowledging a donation include key information. Valuing Public Shares Used to Fund a GRAT Jul 07, 2022 Merger negotiations aren’t relevant. What Will Happen to Warren Buffett’s Fortune After His Death? Jul 06, 2022 The billionaire pledged the majority of his fortune to charity, but there's newfound speculation as to which specific organization will get the windfall. Load More first previous … 90 91 92 93 94 95 96 97 98 … next last Load More
When a Life Insurance Company Wants to Buy a Policy Back Jul 15, 2022 Why would they do this? What are the advantages/disadvantages of accepting this offer? Milestone Retirement Moments For Federal Employees Jul 13, 2022 Five key markers where extra attention is warranted. IRS Revises Simplified Late Portability Election Procedure Jul 12, 2022 Revenue Procedure 2022-32 extends time to file via simplified procedure from two to five years after decedent’s death. Celebrity Estates: Vince McMahon Sr. and the Evolution Of Generational Values Jul 11, 2022 In a family business, passing down core values can be a struggle as future generations look to create their own paths. Your Client’s Charitable Deduction May Depend on a Good 'Thank You' Letter Jul 08, 2022 Check that documents received from a charity acknowledging a donation include key information. Valuing Public Shares Used to Fund a GRAT Jul 07, 2022 Merger negotiations aren’t relevant. What Will Happen to Warren Buffett’s Fortune After His Death? Jul 06, 2022 The billionaire pledged the majority of his fortune to charity, but there's newfound speculation as to which specific organization will get the windfall. Load More first previous … 90 91 92 93 94 95 96 97 98 … next last Load More
Milestone Retirement Moments For Federal Employees Jul 13, 2022 Five key markers where extra attention is warranted. IRS Revises Simplified Late Portability Election Procedure Jul 12, 2022 Revenue Procedure 2022-32 extends time to file via simplified procedure from two to five years after decedent’s death. Celebrity Estates: Vince McMahon Sr. and the Evolution Of Generational Values Jul 11, 2022 In a family business, passing down core values can be a struggle as future generations look to create their own paths. Your Client’s Charitable Deduction May Depend on a Good 'Thank You' Letter Jul 08, 2022 Check that documents received from a charity acknowledging a donation include key information. Valuing Public Shares Used to Fund a GRAT Jul 07, 2022 Merger negotiations aren’t relevant. What Will Happen to Warren Buffett’s Fortune After His Death? Jul 06, 2022 The billionaire pledged the majority of his fortune to charity, but there's newfound speculation as to which specific organization will get the windfall. Load More first previous … 90 91 92 93 94 95 96 97 98 … next last Load More
IRS Revises Simplified Late Portability Election Procedure Jul 12, 2022 Revenue Procedure 2022-32 extends time to file via simplified procedure from two to five years after decedent’s death. Celebrity Estates: Vince McMahon Sr. and the Evolution Of Generational Values Jul 11, 2022 In a family business, passing down core values can be a struggle as future generations look to create their own paths. Your Client’s Charitable Deduction May Depend on a Good 'Thank You' Letter Jul 08, 2022 Check that documents received from a charity acknowledging a donation include key information. Valuing Public Shares Used to Fund a GRAT Jul 07, 2022 Merger negotiations aren’t relevant. What Will Happen to Warren Buffett’s Fortune After His Death? Jul 06, 2022 The billionaire pledged the majority of his fortune to charity, but there's newfound speculation as to which specific organization will get the windfall. Load More first previous … 90 91 92 93 94 95 96 97 98 … next last Load More
Celebrity Estates: Vince McMahon Sr. and the Evolution Of Generational Values Jul 11, 2022 In a family business, passing down core values can be a struggle as future generations look to create their own paths. Your Client’s Charitable Deduction May Depend on a Good 'Thank You' Letter Jul 08, 2022 Check that documents received from a charity acknowledging a donation include key information. Valuing Public Shares Used to Fund a GRAT Jul 07, 2022 Merger negotiations aren’t relevant. What Will Happen to Warren Buffett’s Fortune After His Death? Jul 06, 2022 The billionaire pledged the majority of his fortune to charity, but there's newfound speculation as to which specific organization will get the windfall. Load More first previous … 90 91 92 93 94 95 96 97 98 … next last Load More
Your Client’s Charitable Deduction May Depend on a Good 'Thank You' Letter Jul 08, 2022 Check that documents received from a charity acknowledging a donation include key information. Valuing Public Shares Used to Fund a GRAT Jul 07, 2022 Merger negotiations aren’t relevant. What Will Happen to Warren Buffett’s Fortune After His Death? Jul 06, 2022 The billionaire pledged the majority of his fortune to charity, but there's newfound speculation as to which specific organization will get the windfall. Load More first previous … 90 91 92 93 94 95 96 97 98 … next last Load More
Valuing Public Shares Used to Fund a GRAT Jul 07, 2022 Merger negotiations aren’t relevant. What Will Happen to Warren Buffett’s Fortune After His Death? Jul 06, 2022 The billionaire pledged the majority of his fortune to charity, but there's newfound speculation as to which specific organization will get the windfall. Load More first previous … 90 91 92 93 94 95 96 97 98 … next last Load More
What Will Happen to Warren Buffett’s Fortune After His Death? Jul 06, 2022 The billionaire pledged the majority of his fortune to charity, but there's newfound speculation as to which specific organization will get the windfall. Load More first previous … 90 91 92 93 94 95 96 97 98 … next last Load More
