Corporate Transparency Act Just Got Real For Common Law Trusts Feb 16, 2023 A review of the relevant aspects of the CTA’s final rule. Tips From the Pros: Word Formulas That Don’t Work…and Those That Do Feb 16, 2023 Charles A. Redd discusses the use of formula clauses in some recent cases and private letter rulings. Dedicating More Of the Great Wealth Transfer to Philanthropy Feb 16, 2023 Sandra Swirski and Tony Macklin discuss the role for wealth and philanthropic advisors in guiding the use of that wealth. Tax Law Update: March 2023 Feb 16, 2023 David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month. On the Cover: March 2023 Feb 16, 2023 Legal editor Anna Sulkin discusses this month's cover. Note From the Editor: March 2023 Feb 16, 2023 Editor in Chief Susan R. Lipp discusses this month's issue. Nine Tips for a More Positive Approach to Family Wealth Advising Feb 15, 2023 Empower family clients to work together toward the creative possibilities their wealth and business can offer. Billionaire’s Estate Seeks $70M Tax Refund Feb 15, 2023 The estate of Richard Mellon Scaife is seeking a deduction for a liability under an indemnity agreement. How Did Market Conditions Affect Private Foundation Giving in 2022? Feb 15, 2023 Foundation Source client survey reveals that donors took a long-term mindset. Celebrity Estates: Succession Planning Lessons From the British Royal Family Feb 13, 2023 With the recent passing of Queen Elizabeth II, it’s an opportune time to ask: What can planners learn from such an impossibly rigid, yet simultaneously extremely transparent ‘plan’? Load More first previous … 57 58 59 60 61 62 63 64 65 … next last Load More
Tips From the Pros: Word Formulas That Don’t Work…and Those That Do Feb 16, 2023 Charles A. Redd discusses the use of formula clauses in some recent cases and private letter rulings. Dedicating More Of the Great Wealth Transfer to Philanthropy Feb 16, 2023 Sandra Swirski and Tony Macklin discuss the role for wealth and philanthropic advisors in guiding the use of that wealth. Tax Law Update: March 2023 Feb 16, 2023 David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month. On the Cover: March 2023 Feb 16, 2023 Legal editor Anna Sulkin discusses this month's cover. Note From the Editor: March 2023 Feb 16, 2023 Editor in Chief Susan R. Lipp discusses this month's issue. Nine Tips for a More Positive Approach to Family Wealth Advising Feb 15, 2023 Empower family clients to work together toward the creative possibilities their wealth and business can offer. Billionaire’s Estate Seeks $70M Tax Refund Feb 15, 2023 The estate of Richard Mellon Scaife is seeking a deduction for a liability under an indemnity agreement. How Did Market Conditions Affect Private Foundation Giving in 2022? Feb 15, 2023 Foundation Source client survey reveals that donors took a long-term mindset. Celebrity Estates: Succession Planning Lessons From the British Royal Family Feb 13, 2023 With the recent passing of Queen Elizabeth II, it’s an opportune time to ask: What can planners learn from such an impossibly rigid, yet simultaneously extremely transparent ‘plan’? Load More first previous … 57 58 59 60 61 62 63 64 65 … next last Load More
Dedicating More Of the Great Wealth Transfer to Philanthropy Feb 16, 2023 Sandra Swirski and Tony Macklin discuss the role for wealth and philanthropic advisors in guiding the use of that wealth. Tax Law Update: March 2023 Feb 16, 2023 David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month. On the Cover: March 2023 Feb 16, 2023 Legal editor Anna Sulkin discusses this month's cover. Note From the Editor: March 2023 Feb 16, 2023 Editor in Chief Susan R. Lipp discusses this month's issue. Nine Tips for a More Positive Approach to Family Wealth Advising Feb 15, 2023 Empower family clients to work together toward the creative possibilities their wealth and business can offer. Billionaire’s Estate Seeks $70M Tax Refund Feb 15, 2023 The estate of Richard Mellon Scaife is seeking a deduction for a liability under an indemnity agreement. How Did Market Conditions Affect Private Foundation Giving in 2022? Feb 15, 2023 Foundation Source client survey reveals that donors took a long-term mindset. Celebrity Estates: Succession Planning Lessons From the British Royal Family Feb 13, 2023 With the recent passing of Queen Elizabeth II, it’s an opportune time to ask: What can planners learn from such an impossibly rigid, yet simultaneously extremely transparent ‘plan’? Load More first previous … 57 58 59 60 61 62 63 64 65 … next last Load More
Tax Law Update: March 2023 Feb 16, 2023 David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month. On the Cover: March 2023 Feb 16, 2023 Legal editor Anna Sulkin discusses this month's cover. Note From the Editor: March 2023 Feb 16, 2023 Editor in Chief Susan R. Lipp discusses this month's issue. Nine Tips for a More Positive Approach to Family Wealth Advising Feb 15, 2023 Empower family clients to work together toward the creative possibilities their wealth and business can offer. Billionaire’s Estate Seeks $70M Tax Refund Feb 15, 2023 The estate of Richard Mellon Scaife is seeking a deduction for a liability under an indemnity agreement. How Did Market Conditions Affect Private Foundation Giving in 2022? Feb 15, 2023 Foundation Source client survey reveals that donors took a long-term mindset. Celebrity Estates: Succession Planning Lessons From the British Royal Family Feb 13, 2023 With the recent passing of Queen Elizabeth II, it’s an opportune time to ask: What can planners learn from such an impossibly rigid, yet simultaneously extremely transparent ‘plan’? Load More first previous … 57 58 59 60 61 62 63 64 65 … next last Load More
On the Cover: March 2023 Feb 16, 2023 Legal editor Anna Sulkin discusses this month's cover. Note From the Editor: March 2023 Feb 16, 2023 Editor in Chief Susan R. Lipp discusses this month's issue. Nine Tips for a More Positive Approach to Family Wealth Advising Feb 15, 2023 Empower family clients to work together toward the creative possibilities their wealth and business can offer. Billionaire’s Estate Seeks $70M Tax Refund Feb 15, 2023 The estate of Richard Mellon Scaife is seeking a deduction for a liability under an indemnity agreement. How Did Market Conditions Affect Private Foundation Giving in 2022? Feb 15, 2023 Foundation Source client survey reveals that donors took a long-term mindset. Celebrity Estates: Succession Planning Lessons From the British Royal Family Feb 13, 2023 With the recent passing of Queen Elizabeth II, it’s an opportune time to ask: What can planners learn from such an impossibly rigid, yet simultaneously extremely transparent ‘plan’? Load More first previous … 57 58 59 60 61 62 63 64 65 … next last Load More
Note From the Editor: March 2023 Feb 16, 2023 Editor in Chief Susan R. Lipp discusses this month's issue. Nine Tips for a More Positive Approach to Family Wealth Advising Feb 15, 2023 Empower family clients to work together toward the creative possibilities their wealth and business can offer. Billionaire’s Estate Seeks $70M Tax Refund Feb 15, 2023 The estate of Richard Mellon Scaife is seeking a deduction for a liability under an indemnity agreement. How Did Market Conditions Affect Private Foundation Giving in 2022? Feb 15, 2023 Foundation Source client survey reveals that donors took a long-term mindset. Celebrity Estates: Succession Planning Lessons From the British Royal Family Feb 13, 2023 With the recent passing of Queen Elizabeth II, it’s an opportune time to ask: What can planners learn from such an impossibly rigid, yet simultaneously extremely transparent ‘plan’? Load More first previous … 57 58 59 60 61 62 63 64 65 … next last Load More
Nine Tips for a More Positive Approach to Family Wealth Advising Feb 15, 2023 Empower family clients to work together toward the creative possibilities their wealth and business can offer. Billionaire’s Estate Seeks $70M Tax Refund Feb 15, 2023 The estate of Richard Mellon Scaife is seeking a deduction for a liability under an indemnity agreement. How Did Market Conditions Affect Private Foundation Giving in 2022? Feb 15, 2023 Foundation Source client survey reveals that donors took a long-term mindset. Celebrity Estates: Succession Planning Lessons From the British Royal Family Feb 13, 2023 With the recent passing of Queen Elizabeth II, it’s an opportune time to ask: What can planners learn from such an impossibly rigid, yet simultaneously extremely transparent ‘plan’? Load More first previous … 57 58 59 60 61 62 63 64 65 … next last Load More
Billionaire’s Estate Seeks $70M Tax Refund Feb 15, 2023 The estate of Richard Mellon Scaife is seeking a deduction for a liability under an indemnity agreement. How Did Market Conditions Affect Private Foundation Giving in 2022? Feb 15, 2023 Foundation Source client survey reveals that donors took a long-term mindset. Celebrity Estates: Succession Planning Lessons From the British Royal Family Feb 13, 2023 With the recent passing of Queen Elizabeth II, it’s an opportune time to ask: What can planners learn from such an impossibly rigid, yet simultaneously extremely transparent ‘plan’? Load More first previous … 57 58 59 60 61 62 63 64 65 … next last Load More
How Did Market Conditions Affect Private Foundation Giving in 2022? Feb 15, 2023 Foundation Source client survey reveals that donors took a long-term mindset. Celebrity Estates: Succession Planning Lessons From the British Royal Family Feb 13, 2023 With the recent passing of Queen Elizabeth II, it’s an opportune time to ask: What can planners learn from such an impossibly rigid, yet simultaneously extremely transparent ‘plan’? Load More first previous … 57 58 59 60 61 62 63 64 65 … next last Load More
Celebrity Estates: Succession Planning Lessons From the British Royal Family Feb 13, 2023 With the recent passing of Queen Elizabeth II, it’s an opportune time to ask: What can planners learn from such an impossibly rigid, yet simultaneously extremely transparent ‘plan’? Load More first previous … 57 58 59 60 61 62 63 64 65 … next last Load More
