Estate Planning

How advisors can make a common sense case for why clients should spend their time and money to talk about the potential implications of possible legislation.

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

These steps make it much more likely that a family’s philanthropic efforts will succeed and that the family itself will thrive.

Ideas to discuss with philanthropically inclined clients.

Many of the sections are inapplicable to transitioning organizations.

The ins and outs.

A controversial bill aimed at pushing charitable donors may have unintended consequences.

How to anticipate and avoid errors and mistakes.

Legal editor Anna Sulkin discusses this month's cover.