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Note From The Editor: August 2018 Jul 25, 2018 Editor in Chief Susan R. Lipp discusses this month's issue. IRS Announces Forthcoming Section 67(g) Clarifications Jul 25, 2018 IRS Notice 2018-61: Deductibility of Section 67(e) expenses confirmed. Changing Unitrust Payment Rates in Trust Jul 24, 2018 IRS rules that such a modification won't jeopardize GST tax-exempt status. Defending an Executor Against Charges of Undue Influence Jul 18, 2018 Establish safeguards to diminish prospect of a challenge after the testator’s death. Five Estate Planning Tips that Remain Relevant Regardless of Shifting Political Winds Jul 18, 2018 Add them to your clients' to-do lists. A Step in the Right Direction for Elder Abuse Cases Jul 18, 2018 New York Court denies a live-in caretaker turned predator a wife’s right to an inheritance. Should Your Client Be Wary of Being Appointed an Executor? Jul 16, 2018 A new survey underscores the tremendous task of settling an estate. Six Key Lessons to Achieve Coherent Philanthropy Jul 13, 2018 Charitably inclined families can benefit from a focused vision. U.S. Supreme Court Upholds Revocation-On-Divorce Provision for Testamentary Substitute Jul 11, 2018 Ex-wife named as beneficiary isn’t entitled to insurance policy proceeds. Do You Take Enough Time Off? Jul 11, 2018 Craig Hersch and Patrick Carlson discuss whether planners take enough time off and when the best time it is to do so. Load More first previous … 247 248 249 250 251 252 253 254 255 … next last Load More
IRS Announces Forthcoming Section 67(g) Clarifications Jul 25, 2018 IRS Notice 2018-61: Deductibility of Section 67(e) expenses confirmed. Changing Unitrust Payment Rates in Trust Jul 24, 2018 IRS rules that such a modification won't jeopardize GST tax-exempt status. Defending an Executor Against Charges of Undue Influence Jul 18, 2018 Establish safeguards to diminish prospect of a challenge after the testator’s death. Five Estate Planning Tips that Remain Relevant Regardless of Shifting Political Winds Jul 18, 2018 Add them to your clients' to-do lists. A Step in the Right Direction for Elder Abuse Cases Jul 18, 2018 New York Court denies a live-in caretaker turned predator a wife’s right to an inheritance. Should Your Client Be Wary of Being Appointed an Executor? Jul 16, 2018 A new survey underscores the tremendous task of settling an estate. Six Key Lessons to Achieve Coherent Philanthropy Jul 13, 2018 Charitably inclined families can benefit from a focused vision. U.S. Supreme Court Upholds Revocation-On-Divorce Provision for Testamentary Substitute Jul 11, 2018 Ex-wife named as beneficiary isn’t entitled to insurance policy proceeds. Do You Take Enough Time Off? Jul 11, 2018 Craig Hersch and Patrick Carlson discuss whether planners take enough time off and when the best time it is to do so. Load More first previous … 247 248 249 250 251 252 253 254 255 … next last Load More
Changing Unitrust Payment Rates in Trust Jul 24, 2018 IRS rules that such a modification won't jeopardize GST tax-exempt status. Defending an Executor Against Charges of Undue Influence Jul 18, 2018 Establish safeguards to diminish prospect of a challenge after the testator’s death. Five Estate Planning Tips that Remain Relevant Regardless of Shifting Political Winds Jul 18, 2018 Add them to your clients' to-do lists. A Step in the Right Direction for Elder Abuse Cases Jul 18, 2018 New York Court denies a live-in caretaker turned predator a wife’s right to an inheritance. Should Your Client Be Wary of Being Appointed an Executor? Jul 16, 2018 A new survey underscores the tremendous task of settling an estate. Six Key Lessons to Achieve Coherent Philanthropy Jul 13, 2018 Charitably inclined families can benefit from a focused vision. U.S. Supreme Court Upholds Revocation-On-Divorce Provision for Testamentary Substitute Jul 11, 2018 Ex-wife named as beneficiary isn’t entitled to insurance policy proceeds. Do You Take Enough Time Off? Jul 11, 2018 Craig Hersch and Patrick Carlson discuss whether planners take enough time off and when the best time it is to do so. Load More first previous … 247 248 249 250 251 252 253 254 255 … next last Load More
Defending an Executor Against Charges of Undue Influence Jul 18, 2018 Establish safeguards to diminish prospect of a challenge after the testator’s death. Five Estate Planning Tips that Remain Relevant Regardless of Shifting Political Winds Jul 18, 2018 Add them to your clients' to-do lists. A Step in the Right Direction for Elder Abuse Cases Jul 18, 2018 New York Court denies a live-in caretaker turned predator a wife’s right to an inheritance. Should Your Client Be Wary of Being Appointed an Executor? Jul 16, 2018 A new survey underscores the tremendous task of settling an estate. Six Key Lessons to Achieve Coherent Philanthropy Jul 13, 2018 Charitably inclined families can benefit from a focused vision. U.S. Supreme Court Upholds Revocation-On-Divorce Provision for Testamentary Substitute Jul 11, 2018 Ex-wife named as beneficiary isn’t entitled to insurance policy proceeds. Do You Take Enough Time Off? Jul 11, 2018 Craig Hersch and Patrick Carlson discuss whether planners take enough time off and when the best time it is to do so. Load More first previous … 247 248 249 250 251 252 253 254 255 … next last Load More
Five Estate Planning Tips that Remain Relevant Regardless of Shifting Political Winds Jul 18, 2018 Add them to your clients' to-do lists. A Step in the Right Direction for Elder Abuse Cases Jul 18, 2018 New York Court denies a live-in caretaker turned predator a wife’s right to an inheritance. Should Your Client Be Wary of Being Appointed an Executor? Jul 16, 2018 A new survey underscores the tremendous task of settling an estate. Six Key Lessons to Achieve Coherent Philanthropy Jul 13, 2018 Charitably inclined families can benefit from a focused vision. U.S. Supreme Court Upholds Revocation-On-Divorce Provision for Testamentary Substitute Jul 11, 2018 Ex-wife named as beneficiary isn’t entitled to insurance policy proceeds. Do You Take Enough Time Off? Jul 11, 2018 Craig Hersch and Patrick Carlson discuss whether planners take enough time off and when the best time it is to do so. Load More first previous … 247 248 249 250 251 252 253 254 255 … next last Load More
A Step in the Right Direction for Elder Abuse Cases Jul 18, 2018 New York Court denies a live-in caretaker turned predator a wife’s right to an inheritance. Should Your Client Be Wary of Being Appointed an Executor? Jul 16, 2018 A new survey underscores the tremendous task of settling an estate. Six Key Lessons to Achieve Coherent Philanthropy Jul 13, 2018 Charitably inclined families can benefit from a focused vision. U.S. Supreme Court Upholds Revocation-On-Divorce Provision for Testamentary Substitute Jul 11, 2018 Ex-wife named as beneficiary isn’t entitled to insurance policy proceeds. Do You Take Enough Time Off? Jul 11, 2018 Craig Hersch and Patrick Carlson discuss whether planners take enough time off and when the best time it is to do so. Load More first previous … 247 248 249 250 251 252 253 254 255 … next last Load More
Should Your Client Be Wary of Being Appointed an Executor? Jul 16, 2018 A new survey underscores the tremendous task of settling an estate. Six Key Lessons to Achieve Coherent Philanthropy Jul 13, 2018 Charitably inclined families can benefit from a focused vision. U.S. Supreme Court Upholds Revocation-On-Divorce Provision for Testamentary Substitute Jul 11, 2018 Ex-wife named as beneficiary isn’t entitled to insurance policy proceeds. Do You Take Enough Time Off? Jul 11, 2018 Craig Hersch and Patrick Carlson discuss whether planners take enough time off and when the best time it is to do so. Load More first previous … 247 248 249 250 251 252 253 254 255 … next last Load More
Six Key Lessons to Achieve Coherent Philanthropy Jul 13, 2018 Charitably inclined families can benefit from a focused vision. U.S. Supreme Court Upholds Revocation-On-Divorce Provision for Testamentary Substitute Jul 11, 2018 Ex-wife named as beneficiary isn’t entitled to insurance policy proceeds. Do You Take Enough Time Off? Jul 11, 2018 Craig Hersch and Patrick Carlson discuss whether planners take enough time off and when the best time it is to do so. Load More first previous … 247 248 249 250 251 252 253 254 255 … next last Load More
U.S. Supreme Court Upholds Revocation-On-Divorce Provision for Testamentary Substitute Jul 11, 2018 Ex-wife named as beneficiary isn’t entitled to insurance policy proceeds. Do You Take Enough Time Off? Jul 11, 2018 Craig Hersch and Patrick Carlson discuss whether planners take enough time off and when the best time it is to do so. Load More first previous … 247 248 249 250 251 252 253 254 255 … next last Load More
Do You Take Enough Time Off? Jul 11, 2018 Craig Hersch and Patrick Carlson discuss whether planners take enough time off and when the best time it is to do so. Load More first previous … 247 248 249 250 251 252 253 254 255 … next last Load More