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Tax Law Update December 2023 Nov 28, 2023 The biggest tax-related developments of the past month. Tax-Wise Charitable Remainder Trust Planning Nov 28, 2023 Getting it right; fixing up the other guy’s mistakes. Yes Virginia, Trustees Have a Duty to Minimize State Income Taxes on Trusts Nov 28, 2023 An argument as to why fiduciaries can’t ignore this analysis. Pre-Mortem Will Validation Nov 28, 2023 A few jurisdictions allow testators to road test their estate planning. The Unexpected Half-Life of A Terminating Grantor Trust or QSST Nov 28, 2023 Focus on preventing an inadvertent end to S corp status. Capital Gains and Estate Planning Nov 28, 2023 First, do no harm. Litigation of Nominations and Dispositions Favoring Stepchildren Under Pre-Divorce Instruments Nov 28, 2023 Careful drafting can prevent lawsuits. Progressive or Regressive? Nov 28, 2023 Some contrarian questions about new-fangled trust codes. Letting Go of the Dead Hand Nov 28, 2023 The shortcomings of traditional trust planning. What Advisors Need to Know About Elective Community Property Nov 27, 2023 Some non-community property states are allowing individuals and families to “opt-in,” providing significant income tax benefits. Load More first previous … 33 34 35 36 37 38 39 40 41 … next last Load More
Tax-Wise Charitable Remainder Trust Planning Nov 28, 2023 Getting it right; fixing up the other guy’s mistakes. Yes Virginia, Trustees Have a Duty to Minimize State Income Taxes on Trusts Nov 28, 2023 An argument as to why fiduciaries can’t ignore this analysis. Pre-Mortem Will Validation Nov 28, 2023 A few jurisdictions allow testators to road test their estate planning. The Unexpected Half-Life of A Terminating Grantor Trust or QSST Nov 28, 2023 Focus on preventing an inadvertent end to S corp status. Capital Gains and Estate Planning Nov 28, 2023 First, do no harm. Litigation of Nominations and Dispositions Favoring Stepchildren Under Pre-Divorce Instruments Nov 28, 2023 Careful drafting can prevent lawsuits. Progressive or Regressive? Nov 28, 2023 Some contrarian questions about new-fangled trust codes. Letting Go of the Dead Hand Nov 28, 2023 The shortcomings of traditional trust planning. What Advisors Need to Know About Elective Community Property Nov 27, 2023 Some non-community property states are allowing individuals and families to “opt-in,” providing significant income tax benefits. Load More first previous … 33 34 35 36 37 38 39 40 41 … next last Load More
Yes Virginia, Trustees Have a Duty to Minimize State Income Taxes on Trusts Nov 28, 2023 An argument as to why fiduciaries can’t ignore this analysis. Pre-Mortem Will Validation Nov 28, 2023 A few jurisdictions allow testators to road test their estate planning. The Unexpected Half-Life of A Terminating Grantor Trust or QSST Nov 28, 2023 Focus on preventing an inadvertent end to S corp status. Capital Gains and Estate Planning Nov 28, 2023 First, do no harm. Litigation of Nominations and Dispositions Favoring Stepchildren Under Pre-Divorce Instruments Nov 28, 2023 Careful drafting can prevent lawsuits. Progressive or Regressive? Nov 28, 2023 Some contrarian questions about new-fangled trust codes. Letting Go of the Dead Hand Nov 28, 2023 The shortcomings of traditional trust planning. What Advisors Need to Know About Elective Community Property Nov 27, 2023 Some non-community property states are allowing individuals and families to “opt-in,” providing significant income tax benefits. Load More first previous … 33 34 35 36 37 38 39 40 41 … next last Load More
Pre-Mortem Will Validation Nov 28, 2023 A few jurisdictions allow testators to road test their estate planning. The Unexpected Half-Life of A Terminating Grantor Trust or QSST Nov 28, 2023 Focus on preventing an inadvertent end to S corp status. Capital Gains and Estate Planning Nov 28, 2023 First, do no harm. Litigation of Nominations and Dispositions Favoring Stepchildren Under Pre-Divorce Instruments Nov 28, 2023 Careful drafting can prevent lawsuits. Progressive or Regressive? Nov 28, 2023 Some contrarian questions about new-fangled trust codes. Letting Go of the Dead Hand Nov 28, 2023 The shortcomings of traditional trust planning. What Advisors Need to Know About Elective Community Property Nov 27, 2023 Some non-community property states are allowing individuals and families to “opt-in,” providing significant income tax benefits. Load More first previous … 33 34 35 36 37 38 39 40 41 … next last Load More
The Unexpected Half-Life of A Terminating Grantor Trust or QSST Nov 28, 2023 Focus on preventing an inadvertent end to S corp status. Capital Gains and Estate Planning Nov 28, 2023 First, do no harm. Litigation of Nominations and Dispositions Favoring Stepchildren Under Pre-Divorce Instruments Nov 28, 2023 Careful drafting can prevent lawsuits. Progressive or Regressive? Nov 28, 2023 Some contrarian questions about new-fangled trust codes. Letting Go of the Dead Hand Nov 28, 2023 The shortcomings of traditional trust planning. What Advisors Need to Know About Elective Community Property Nov 27, 2023 Some non-community property states are allowing individuals and families to “opt-in,” providing significant income tax benefits. Load More first previous … 33 34 35 36 37 38 39 40 41 … next last Load More
Capital Gains and Estate Planning Nov 28, 2023 First, do no harm. Litigation of Nominations and Dispositions Favoring Stepchildren Under Pre-Divorce Instruments Nov 28, 2023 Careful drafting can prevent lawsuits. Progressive or Regressive? Nov 28, 2023 Some contrarian questions about new-fangled trust codes. Letting Go of the Dead Hand Nov 28, 2023 The shortcomings of traditional trust planning. What Advisors Need to Know About Elective Community Property Nov 27, 2023 Some non-community property states are allowing individuals and families to “opt-in,” providing significant income tax benefits. Load More first previous … 33 34 35 36 37 38 39 40 41 … next last Load More
Litigation of Nominations and Dispositions Favoring Stepchildren Under Pre-Divorce Instruments Nov 28, 2023 Careful drafting can prevent lawsuits. Progressive or Regressive? Nov 28, 2023 Some contrarian questions about new-fangled trust codes. Letting Go of the Dead Hand Nov 28, 2023 The shortcomings of traditional trust planning. What Advisors Need to Know About Elective Community Property Nov 27, 2023 Some non-community property states are allowing individuals and families to “opt-in,” providing significant income tax benefits. Load More first previous … 33 34 35 36 37 38 39 40 41 … next last Load More
Progressive or Regressive? Nov 28, 2023 Some contrarian questions about new-fangled trust codes. Letting Go of the Dead Hand Nov 28, 2023 The shortcomings of traditional trust planning. What Advisors Need to Know About Elective Community Property Nov 27, 2023 Some non-community property states are allowing individuals and families to “opt-in,” providing significant income tax benefits. Load More first previous … 33 34 35 36 37 38 39 40 41 … next last Load More
Letting Go of the Dead Hand Nov 28, 2023 The shortcomings of traditional trust planning. What Advisors Need to Know About Elective Community Property Nov 27, 2023 Some non-community property states are allowing individuals and families to “opt-in,” providing significant income tax benefits. Load More first previous … 33 34 35 36 37 38 39 40 41 … next last Load More
What Advisors Need to Know About Elective Community Property Nov 27, 2023 Some non-community property states are allowing individuals and families to “opt-in,” providing significant income tax benefits. Load More first previous … 33 34 35 36 37 38 39 40 41 … next last Load More
