Subscribe to Trusts & Estates Premium Content Today The pre-eminent, peer review journal and website for wealth management professionals. Learn More
Note From the Editor: July 2020 Jul 01, 2020 Editor in Chief Susan R. Lipp discusses this month's issue. IRS: Stimulus Payments Belong to Recipient, Not Nursing Homes Jul 01, 2020 Make sure your elder clients know their rights. High-Net-Worth Taxpayers Face IRS Wealth Squad Jun 30, 2020 Who’s being audited and how to respond? New Partnership Brings Physical Asset Management Tech to Family Offices Jun 29, 2020 Family office consultant Tapestry Associates partners with EstateSpace to bring the fintech's physical asset management platform to its clients. Celebrity Estates: Carrie Fisher, Debbie Reynolds and Planning for Collectibles Jun 29, 2020 Clients face a number of potential issues when planning for valuable 'passion' assets. Election 2020: The Future of Estate and Gift Taxes Jun 26, 2020 A panel of tax experts discuss what might happen to estate and gift taxes if the Democrats win the presidential election. IRS Extends Rollover Deadline for Waived RMDs Jun 24, 2020 Notice 2020-51 also gives guidance on required beginning dates and required minimum distributions. New Third-Party Reproduction Law Impacts Inheritance Rights Jun 22, 2020 The Child-Parent Security Act institutes a simple path to establishing parental rights in New York. IRS Issues Guidance on COVID-19 Distributions from Retirement Accounts Jun 22, 2020 Notice 2020-50 provides enhancements, confirmations and clarifications. Determining Necessity of Discretionary Distributions Jun 17, 2020 Nevada court finds that trust beneficiary’s other resources may not be relevant. Load More first previous … 169 170 171 172 173 174 175 176 177 … next last Load More
IRS: Stimulus Payments Belong to Recipient, Not Nursing Homes Jul 01, 2020 Make sure your elder clients know their rights. High-Net-Worth Taxpayers Face IRS Wealth Squad Jun 30, 2020 Who’s being audited and how to respond? New Partnership Brings Physical Asset Management Tech to Family Offices Jun 29, 2020 Family office consultant Tapestry Associates partners with EstateSpace to bring the fintech's physical asset management platform to its clients. Celebrity Estates: Carrie Fisher, Debbie Reynolds and Planning for Collectibles Jun 29, 2020 Clients face a number of potential issues when planning for valuable 'passion' assets. Election 2020: The Future of Estate and Gift Taxes Jun 26, 2020 A panel of tax experts discuss what might happen to estate and gift taxes if the Democrats win the presidential election. IRS Extends Rollover Deadline for Waived RMDs Jun 24, 2020 Notice 2020-51 also gives guidance on required beginning dates and required minimum distributions. New Third-Party Reproduction Law Impacts Inheritance Rights Jun 22, 2020 The Child-Parent Security Act institutes a simple path to establishing parental rights in New York. IRS Issues Guidance on COVID-19 Distributions from Retirement Accounts Jun 22, 2020 Notice 2020-50 provides enhancements, confirmations and clarifications. Determining Necessity of Discretionary Distributions Jun 17, 2020 Nevada court finds that trust beneficiary’s other resources may not be relevant. Load More first previous … 169 170 171 172 173 174 175 176 177 … next last Load More
High-Net-Worth Taxpayers Face IRS Wealth Squad Jun 30, 2020 Who’s being audited and how to respond? New Partnership Brings Physical Asset Management Tech to Family Offices Jun 29, 2020 Family office consultant Tapestry Associates partners with EstateSpace to bring the fintech's physical asset management platform to its clients. Celebrity Estates: Carrie Fisher, Debbie Reynolds and Planning for Collectibles Jun 29, 2020 Clients face a number of potential issues when planning for valuable 'passion' assets. Election 2020: The Future of Estate and Gift Taxes Jun 26, 2020 A panel of tax experts discuss what might happen to estate and gift taxes if the Democrats win the presidential election. IRS Extends Rollover Deadline for Waived RMDs Jun 24, 2020 Notice 2020-51 also gives guidance on required beginning dates and required minimum distributions. New Third-Party Reproduction Law Impacts Inheritance Rights Jun 22, 2020 The Child-Parent Security Act institutes a simple path to establishing parental rights in New York. IRS Issues Guidance on COVID-19 Distributions from Retirement Accounts Jun 22, 2020 Notice 2020-50 provides enhancements, confirmations and clarifications. Determining Necessity of Discretionary Distributions Jun 17, 2020 Nevada court finds that trust beneficiary’s other resources may not be relevant. Load More first previous … 169 170 171 172 173 174 175 176 177 … next last Load More
New Partnership Brings Physical Asset Management Tech to Family Offices Jun 29, 2020 Family office consultant Tapestry Associates partners with EstateSpace to bring the fintech's physical asset management platform to its clients. Celebrity Estates: Carrie Fisher, Debbie Reynolds and Planning for Collectibles Jun 29, 2020 Clients face a number of potential issues when planning for valuable 'passion' assets. Election 2020: The Future of Estate and Gift Taxes Jun 26, 2020 A panel of tax experts discuss what might happen to estate and gift taxes if the Democrats win the presidential election. IRS Extends Rollover Deadline for Waived RMDs Jun 24, 2020 Notice 2020-51 also gives guidance on required beginning dates and required minimum distributions. New Third-Party Reproduction Law Impacts Inheritance Rights Jun 22, 2020 The Child-Parent Security Act institutes a simple path to establishing parental rights in New York. IRS Issues Guidance on COVID-19 Distributions from Retirement Accounts Jun 22, 2020 Notice 2020-50 provides enhancements, confirmations and clarifications. Determining Necessity of Discretionary Distributions Jun 17, 2020 Nevada court finds that trust beneficiary’s other resources may not be relevant. Load More first previous … 169 170 171 172 173 174 175 176 177 … next last Load More
Celebrity Estates: Carrie Fisher, Debbie Reynolds and Planning for Collectibles Jun 29, 2020 Clients face a number of potential issues when planning for valuable 'passion' assets. Election 2020: The Future of Estate and Gift Taxes Jun 26, 2020 A panel of tax experts discuss what might happen to estate and gift taxes if the Democrats win the presidential election. IRS Extends Rollover Deadline for Waived RMDs Jun 24, 2020 Notice 2020-51 also gives guidance on required beginning dates and required minimum distributions. New Third-Party Reproduction Law Impacts Inheritance Rights Jun 22, 2020 The Child-Parent Security Act institutes a simple path to establishing parental rights in New York. IRS Issues Guidance on COVID-19 Distributions from Retirement Accounts Jun 22, 2020 Notice 2020-50 provides enhancements, confirmations and clarifications. Determining Necessity of Discretionary Distributions Jun 17, 2020 Nevada court finds that trust beneficiary’s other resources may not be relevant. Load More first previous … 169 170 171 172 173 174 175 176 177 … next last Load More
Election 2020: The Future of Estate and Gift Taxes Jun 26, 2020 A panel of tax experts discuss what might happen to estate and gift taxes if the Democrats win the presidential election. IRS Extends Rollover Deadline for Waived RMDs Jun 24, 2020 Notice 2020-51 also gives guidance on required beginning dates and required minimum distributions. New Third-Party Reproduction Law Impacts Inheritance Rights Jun 22, 2020 The Child-Parent Security Act institutes a simple path to establishing parental rights in New York. IRS Issues Guidance on COVID-19 Distributions from Retirement Accounts Jun 22, 2020 Notice 2020-50 provides enhancements, confirmations and clarifications. Determining Necessity of Discretionary Distributions Jun 17, 2020 Nevada court finds that trust beneficiary’s other resources may not be relevant. Load More first previous … 169 170 171 172 173 174 175 176 177 … next last Load More
IRS Extends Rollover Deadline for Waived RMDs Jun 24, 2020 Notice 2020-51 also gives guidance on required beginning dates and required minimum distributions. New Third-Party Reproduction Law Impacts Inheritance Rights Jun 22, 2020 The Child-Parent Security Act institutes a simple path to establishing parental rights in New York. IRS Issues Guidance on COVID-19 Distributions from Retirement Accounts Jun 22, 2020 Notice 2020-50 provides enhancements, confirmations and clarifications. Determining Necessity of Discretionary Distributions Jun 17, 2020 Nevada court finds that trust beneficiary’s other resources may not be relevant. Load More first previous … 169 170 171 172 173 174 175 176 177 … next last Load More
New Third-Party Reproduction Law Impacts Inheritance Rights Jun 22, 2020 The Child-Parent Security Act institutes a simple path to establishing parental rights in New York. IRS Issues Guidance on COVID-19 Distributions from Retirement Accounts Jun 22, 2020 Notice 2020-50 provides enhancements, confirmations and clarifications. Determining Necessity of Discretionary Distributions Jun 17, 2020 Nevada court finds that trust beneficiary’s other resources may not be relevant. Load More first previous … 169 170 171 172 173 174 175 176 177 … next last Load More
IRS Issues Guidance on COVID-19 Distributions from Retirement Accounts Jun 22, 2020 Notice 2020-50 provides enhancements, confirmations and clarifications. Determining Necessity of Discretionary Distributions Jun 17, 2020 Nevada court finds that trust beneficiary’s other resources may not be relevant. Load More first previous … 169 170 171 172 173 174 175 176 177 … next last Load More
Determining Necessity of Discretionary Distributions Jun 17, 2020 Nevada court finds that trust beneficiary’s other resources may not be relevant. Load More first previous … 169 170 171 172 173 174 175 176 177 … next last Load More
