• Tax Court refuses Internal Revenue Service motions for summary judgment on valuation of 100 percent limited liability company (LLC) interest for income tax charitable deduction—In RERI Holdings I, LLC v. Commissioner, 143 T.C. No. 3...
WeiserMazars Wealth Advisors' David Weinstock talks about the role life insurance plays in estate planning for those of moderate wealth.
Watch Part 1 here.
WeiserMazars Wealth Advisors' David Weinstock talks about the role of life insurance in the estate planning process given the current $5 million-plus exemption environment.
Watch Part 2 here.
Throughout a large majority of my 35-year career as a trusts and estates lawyer, formula-based estate planning for spouses was common. Spouses’ wills or revocable trust instruments would frequently provide that, at the death of the first of...
