Subscribe to Trusts & Estates Premium Content Today The pre-eminent, peer review journal and website for wealth management professionals. Learn More
Confronting Undue Influence in Your Practice? Jun 25, 2015 Industry experts weigh in on how to tackle an increasingly pervasive issue Using DINGs to Help Reduce Federal Income Tax Jun 25, 2015 It’s important to take a holistic approach Tips From The Pros: The Ultimate in Dead Hand Control–Incentive Trusts Part II Jun 25, 2015 In Part I of this column, which appeared in the May 2015 issue, I provided an introduction to incentive trusts, an overview of the reasons for using an incentive trust and several examples of objectives that may be achieved with an incentive... Unique Asset Administration Jun 25, 2015 Insights for those offering these services New Estate Tax Closing Letter Procedure Issued Jun 25, 2015 IRS adds additional burden on estates by no longer automatically issuing closing letters Allowing a Double Bite but No Double Deduction Jun 22, 2015 Estate loses res judicata argument and income tax credit for taxes paid by decedent under claim of right Anthony Marshall Disinherits Sons As Widow Reaps a Windfall Jun 16, 2015 Astor family fortune goes to the daughter-in-law once referred to as “Miss Piggy” No PLRs Forthcoming on Certain Basis Adjustments in Grantor Trusts Jun 16, 2015 IRS won’t issue private letter rulings on this matter until it resolves the issue through revenue procedures or regulations Ten Milestones When Your Clients Should Revisit Their Estate Plans Jun 15, 2015 Swiss Voters Reject Estate and Gift Tax Proposal Jun 15, 2015 Period of uncertainty comes to an end Load More first previous … 380 381 382 383 384 385 386 387 388 … next last Load More
Using DINGs to Help Reduce Federal Income Tax Jun 25, 2015 It’s important to take a holistic approach Tips From The Pros: The Ultimate in Dead Hand Control–Incentive Trusts Part II Jun 25, 2015 In Part I of this column, which appeared in the May 2015 issue, I provided an introduction to incentive trusts, an overview of the reasons for using an incentive trust and several examples of objectives that may be achieved with an incentive... Unique Asset Administration Jun 25, 2015 Insights for those offering these services New Estate Tax Closing Letter Procedure Issued Jun 25, 2015 IRS adds additional burden on estates by no longer automatically issuing closing letters Allowing a Double Bite but No Double Deduction Jun 22, 2015 Estate loses res judicata argument and income tax credit for taxes paid by decedent under claim of right Anthony Marshall Disinherits Sons As Widow Reaps a Windfall Jun 16, 2015 Astor family fortune goes to the daughter-in-law once referred to as “Miss Piggy” No PLRs Forthcoming on Certain Basis Adjustments in Grantor Trusts Jun 16, 2015 IRS won’t issue private letter rulings on this matter until it resolves the issue through revenue procedures or regulations Ten Milestones When Your Clients Should Revisit Their Estate Plans Jun 15, 2015 Swiss Voters Reject Estate and Gift Tax Proposal Jun 15, 2015 Period of uncertainty comes to an end Load More first previous … 380 381 382 383 384 385 386 387 388 … next last Load More
Tips From The Pros: The Ultimate in Dead Hand Control–Incentive Trusts Part II Jun 25, 2015 In Part I of this column, which appeared in the May 2015 issue, I provided an introduction to incentive trusts, an overview of the reasons for using an incentive trust and several examples of objectives that may be achieved with an incentive... Unique Asset Administration Jun 25, 2015 Insights for those offering these services New Estate Tax Closing Letter Procedure Issued Jun 25, 2015 IRS adds additional burden on estates by no longer automatically issuing closing letters Allowing a Double Bite but No Double Deduction Jun 22, 2015 Estate loses res judicata argument and income tax credit for taxes paid by decedent under claim of right Anthony Marshall Disinherits Sons As Widow Reaps a Windfall Jun 16, 2015 Astor family fortune goes to the daughter-in-law once referred to as “Miss Piggy” No PLRs Forthcoming on Certain Basis Adjustments in Grantor Trusts Jun 16, 2015 IRS won’t issue private letter rulings on this matter until it resolves the issue through revenue procedures or regulations Ten Milestones When Your Clients Should Revisit Their Estate Plans Jun 15, 2015 Swiss Voters Reject Estate and Gift Tax Proposal Jun 15, 2015 Period of uncertainty comes to an end Load More first previous … 380 381 382 383 384 385 386 387 388 … next last Load More
Unique Asset Administration Jun 25, 2015 Insights for those offering these services New Estate Tax Closing Letter Procedure Issued Jun 25, 2015 IRS adds additional burden on estates by no longer automatically issuing closing letters Allowing a Double Bite but No Double Deduction Jun 22, 2015 Estate loses res judicata argument and income tax credit for taxes paid by decedent under claim of right Anthony Marshall Disinherits Sons As Widow Reaps a Windfall Jun 16, 2015 Astor family fortune goes to the daughter-in-law once referred to as “Miss Piggy” No PLRs Forthcoming on Certain Basis Adjustments in Grantor Trusts Jun 16, 2015 IRS won’t issue private letter rulings on this matter until it resolves the issue through revenue procedures or regulations Ten Milestones When Your Clients Should Revisit Their Estate Plans Jun 15, 2015 Swiss Voters Reject Estate and Gift Tax Proposal Jun 15, 2015 Period of uncertainty comes to an end Load More first previous … 380 381 382 383 384 385 386 387 388 … next last Load More
New Estate Tax Closing Letter Procedure Issued Jun 25, 2015 IRS adds additional burden on estates by no longer automatically issuing closing letters Allowing a Double Bite but No Double Deduction Jun 22, 2015 Estate loses res judicata argument and income tax credit for taxes paid by decedent under claim of right Anthony Marshall Disinherits Sons As Widow Reaps a Windfall Jun 16, 2015 Astor family fortune goes to the daughter-in-law once referred to as “Miss Piggy” No PLRs Forthcoming on Certain Basis Adjustments in Grantor Trusts Jun 16, 2015 IRS won’t issue private letter rulings on this matter until it resolves the issue through revenue procedures or regulations Ten Milestones When Your Clients Should Revisit Their Estate Plans Jun 15, 2015 Swiss Voters Reject Estate and Gift Tax Proposal Jun 15, 2015 Period of uncertainty comes to an end Load More first previous … 380 381 382 383 384 385 386 387 388 … next last Load More
Allowing a Double Bite but No Double Deduction Jun 22, 2015 Estate loses res judicata argument and income tax credit for taxes paid by decedent under claim of right Anthony Marshall Disinherits Sons As Widow Reaps a Windfall Jun 16, 2015 Astor family fortune goes to the daughter-in-law once referred to as “Miss Piggy” No PLRs Forthcoming on Certain Basis Adjustments in Grantor Trusts Jun 16, 2015 IRS won’t issue private letter rulings on this matter until it resolves the issue through revenue procedures or regulations Ten Milestones When Your Clients Should Revisit Their Estate Plans Jun 15, 2015 Swiss Voters Reject Estate and Gift Tax Proposal Jun 15, 2015 Period of uncertainty comes to an end Load More first previous … 380 381 382 383 384 385 386 387 388 … next last Load More
Anthony Marshall Disinherits Sons As Widow Reaps a Windfall Jun 16, 2015 Astor family fortune goes to the daughter-in-law once referred to as “Miss Piggy” No PLRs Forthcoming on Certain Basis Adjustments in Grantor Trusts Jun 16, 2015 IRS won’t issue private letter rulings on this matter until it resolves the issue through revenue procedures or regulations Ten Milestones When Your Clients Should Revisit Their Estate Plans Jun 15, 2015 Swiss Voters Reject Estate and Gift Tax Proposal Jun 15, 2015 Period of uncertainty comes to an end Load More first previous … 380 381 382 383 384 385 386 387 388 … next last Load More
No PLRs Forthcoming on Certain Basis Adjustments in Grantor Trusts Jun 16, 2015 IRS won’t issue private letter rulings on this matter until it resolves the issue through revenue procedures or regulations Ten Milestones When Your Clients Should Revisit Their Estate Plans Jun 15, 2015 Swiss Voters Reject Estate and Gift Tax Proposal Jun 15, 2015 Period of uncertainty comes to an end Load More first previous … 380 381 382 383 384 385 386 387 388 … next last Load More
Ten Milestones When Your Clients Should Revisit Their Estate Plans Jun 15, 2015 Swiss Voters Reject Estate and Gift Tax Proposal Jun 15, 2015 Period of uncertainty comes to an end Load More first previous … 380 381 382 383 384 385 386 387 388 … next last Load More
Swiss Voters Reject Estate and Gift Tax Proposal Jun 15, 2015 Period of uncertainty comes to an end Load More first previous … 380 381 382 383 384 385 386 387 388 … next last Load More