Subscribe to Trusts & Estates Premium Content Today The pre-eminent, peer review journal and website for wealth management professionals. Learn More
HIV and Life Insurance Underwriting Apr 22, 2020 Follow these guidelines to help your clients get the coverage they need. Tips From the Pros: Can Decanting be a Gift? Apr 22, 2020 Charles A. Redd addresses the potential effect of a decanting transaction that may alter or shift beneficial interests. Quid Pro Quo Isn’t Just a Political Issue Apr 22, 2020 Not following the charitable gift QPQ rules means trouble for charities and donors. Charitable Planning During and After COVID-19 Apr 22, 2020 Robert F. Sharpe, Jr. advises what we can do to serve our philanthropically inclined clients during the pandemic. Gifting and Wealth Transfer Techniques During a Pandemic Apr 22, 2020 Great opportunities exist for all types of asset classes and in all types of gifting and wealth transfer techniques. On the Cover: May 2020 Apr 22, 2020 Legal editor Anna Sulkin discusses this month's cover. Ten Steps for Reviewing Life Insurance With Clients Apr 22, 2020 If your clients are worrying about their coverage, you can go over certain issues with them now. Note From the Editor: May 2020 Apr 22, 2020 Editor in Chief Susan R. Lipp discusses this month's issue. Tax Law Update: May 2020 Apr 22, 2020 David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month. Such Dear Perfection? Apr 20, 2020 Grieve v. Commissioner rejects novel valuation theory. Load More first previous … 176 177 178 179 180 181 182 183 184 … next last Load More
Tips From the Pros: Can Decanting be a Gift? Apr 22, 2020 Charles A. Redd addresses the potential effect of a decanting transaction that may alter or shift beneficial interests. Quid Pro Quo Isn’t Just a Political Issue Apr 22, 2020 Not following the charitable gift QPQ rules means trouble for charities and donors. Charitable Planning During and After COVID-19 Apr 22, 2020 Robert F. Sharpe, Jr. advises what we can do to serve our philanthropically inclined clients during the pandemic. Gifting and Wealth Transfer Techniques During a Pandemic Apr 22, 2020 Great opportunities exist for all types of asset classes and in all types of gifting and wealth transfer techniques. On the Cover: May 2020 Apr 22, 2020 Legal editor Anna Sulkin discusses this month's cover. Ten Steps for Reviewing Life Insurance With Clients Apr 22, 2020 If your clients are worrying about their coverage, you can go over certain issues with them now. Note From the Editor: May 2020 Apr 22, 2020 Editor in Chief Susan R. Lipp discusses this month's issue. Tax Law Update: May 2020 Apr 22, 2020 David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month. Such Dear Perfection? Apr 20, 2020 Grieve v. Commissioner rejects novel valuation theory. Load More first previous … 176 177 178 179 180 181 182 183 184 … next last Load More
Quid Pro Quo Isn’t Just a Political Issue Apr 22, 2020 Not following the charitable gift QPQ rules means trouble for charities and donors. Charitable Planning During and After COVID-19 Apr 22, 2020 Robert F. Sharpe, Jr. advises what we can do to serve our philanthropically inclined clients during the pandemic. Gifting and Wealth Transfer Techniques During a Pandemic Apr 22, 2020 Great opportunities exist for all types of asset classes and in all types of gifting and wealth transfer techniques. On the Cover: May 2020 Apr 22, 2020 Legal editor Anna Sulkin discusses this month's cover. Ten Steps for Reviewing Life Insurance With Clients Apr 22, 2020 If your clients are worrying about their coverage, you can go over certain issues with them now. Note From the Editor: May 2020 Apr 22, 2020 Editor in Chief Susan R. Lipp discusses this month's issue. Tax Law Update: May 2020 Apr 22, 2020 David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month. Such Dear Perfection? Apr 20, 2020 Grieve v. Commissioner rejects novel valuation theory. Load More first previous … 176 177 178 179 180 181 182 183 184 … next last Load More
Charitable Planning During and After COVID-19 Apr 22, 2020 Robert F. Sharpe, Jr. advises what we can do to serve our philanthropically inclined clients during the pandemic. Gifting and Wealth Transfer Techniques During a Pandemic Apr 22, 2020 Great opportunities exist for all types of asset classes and in all types of gifting and wealth transfer techniques. On the Cover: May 2020 Apr 22, 2020 Legal editor Anna Sulkin discusses this month's cover. Ten Steps for Reviewing Life Insurance With Clients Apr 22, 2020 If your clients are worrying about their coverage, you can go over certain issues with them now. Note From the Editor: May 2020 Apr 22, 2020 Editor in Chief Susan R. Lipp discusses this month's issue. Tax Law Update: May 2020 Apr 22, 2020 David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month. Such Dear Perfection? Apr 20, 2020 Grieve v. Commissioner rejects novel valuation theory. Load More first previous … 176 177 178 179 180 181 182 183 184 … next last Load More
Gifting and Wealth Transfer Techniques During a Pandemic Apr 22, 2020 Great opportunities exist for all types of asset classes and in all types of gifting and wealth transfer techniques. On the Cover: May 2020 Apr 22, 2020 Legal editor Anna Sulkin discusses this month's cover. Ten Steps for Reviewing Life Insurance With Clients Apr 22, 2020 If your clients are worrying about their coverage, you can go over certain issues with them now. Note From the Editor: May 2020 Apr 22, 2020 Editor in Chief Susan R. Lipp discusses this month's issue. Tax Law Update: May 2020 Apr 22, 2020 David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month. Such Dear Perfection? Apr 20, 2020 Grieve v. Commissioner rejects novel valuation theory. Load More first previous … 176 177 178 179 180 181 182 183 184 … next last Load More
On the Cover: May 2020 Apr 22, 2020 Legal editor Anna Sulkin discusses this month's cover. Ten Steps for Reviewing Life Insurance With Clients Apr 22, 2020 If your clients are worrying about their coverage, you can go over certain issues with them now. Note From the Editor: May 2020 Apr 22, 2020 Editor in Chief Susan R. Lipp discusses this month's issue. Tax Law Update: May 2020 Apr 22, 2020 David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month. Such Dear Perfection? Apr 20, 2020 Grieve v. Commissioner rejects novel valuation theory. Load More first previous … 176 177 178 179 180 181 182 183 184 … next last Load More
Ten Steps for Reviewing Life Insurance With Clients Apr 22, 2020 If your clients are worrying about their coverage, you can go over certain issues with them now. Note From the Editor: May 2020 Apr 22, 2020 Editor in Chief Susan R. Lipp discusses this month's issue. Tax Law Update: May 2020 Apr 22, 2020 David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month. Such Dear Perfection? Apr 20, 2020 Grieve v. Commissioner rejects novel valuation theory. Load More first previous … 176 177 178 179 180 181 182 183 184 … next last Load More
Note From the Editor: May 2020 Apr 22, 2020 Editor in Chief Susan R. Lipp discusses this month's issue. Tax Law Update: May 2020 Apr 22, 2020 David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month. Such Dear Perfection? Apr 20, 2020 Grieve v. Commissioner rejects novel valuation theory. Load More first previous … 176 177 178 179 180 181 182 183 184 … next last Load More
Tax Law Update: May 2020 Apr 22, 2020 David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month. Such Dear Perfection? Apr 20, 2020 Grieve v. Commissioner rejects novel valuation theory. Load More first previous … 176 177 178 179 180 181 182 183 184 … next last Load More
Such Dear Perfection? Apr 20, 2020 Grieve v. Commissioner rejects novel valuation theory. Load More first previous … 176 177 178 179 180 181 182 183 184 … next last Load More
