Estate Planning

Nelson provides further instruction.

Name, image and likeness are important assets in estate planning.

Set your family office clients up to succeed. Prioritize the succession plan.

Help family business clients create a legacy for generations to come.

Tax Court applies IRC Section 2701 special valuation rules.

Implications of growing societal and client trends.

Break it down into bite-sized pieces and identify and overcome certain key personal concerns.

Understanding tax treatment and related planning strategies.

Charles A. Redd highlights several client intake considerations that should be examined carefully before accepting a new client engagement.

David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month.