Estate Planning

In many successful families, governance becomes obligatory and structures no longer reflect the needs and priorities of the current generation.

Help business clients achieve coherent philanthropy.

The process is neither expensive nor time-consuming, and the potential benefits are numerous.

The IRS issued proposed regs for section 199A to address abuse of pass-through deductions.

Long way to go before a final decision over the character’s fate.

Nine-month rule applies, says IRS.

New tools available may change what’s required for due diligence.

Proactive, in-depth estate planning presents a far greater potential value for families of wealth than investing.

Private letter ruling deems rollover made by decedent’s wife to be valid.

These restrictions can pose significant administrative problems for fiduciaries.