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On the Cover: September 2023 Aug 22, 2023 Legal editor Anna Sulkin discusses this month's cover. Issues Involving Adult Children In a Gray Divorce Aug 22, 2023 A paramount concern is the attorney-client privilege. Access Denied: Spousal Lifetime Access Trusts in Divorce Aug 22, 2023 How to avoid and navigate surprising tax consequences. Gifting Complex Assets Aug 22, 2023 A simple approach to helping clients maximize charitable impact and reduce taxable income. Ethical Considerations for Advising The (Un)Happily Married Aug 22, 2023 When done correctly, joint representation can have many benefits. Ethics Considerations When Entering Into Office Sharing Arrangements Aug 22, 2023 ABA Formal Opinion 507 addresses some of these issues. The Modern Art of Delegation Aug 21, 2023 Avoiding pitfalls in assigning investment management functions as a trustee. Sizing a Transfer-Tax Strategy for Success Aug 21, 2023 A two-part solution. Deciding and Converting Between Grantor And Non-Grantor Trust Status (Part I) Aug 21, 2023 Evaluation of planning opportunities and potential pitfalls. Gift Tax Returns: Four Filing Tips Aug 21, 2023 Martin M. Shenkman and Joy Matak give advice for explaining to clients the importance of and complexities in filing gift tax returns. Load More first previous … 43 44 45 46 47 48 49 50 51 … next last Load More
Issues Involving Adult Children In a Gray Divorce Aug 22, 2023 A paramount concern is the attorney-client privilege. Access Denied: Spousal Lifetime Access Trusts in Divorce Aug 22, 2023 How to avoid and navigate surprising tax consequences. Gifting Complex Assets Aug 22, 2023 A simple approach to helping clients maximize charitable impact and reduce taxable income. Ethical Considerations for Advising The (Un)Happily Married Aug 22, 2023 When done correctly, joint representation can have many benefits. Ethics Considerations When Entering Into Office Sharing Arrangements Aug 22, 2023 ABA Formal Opinion 507 addresses some of these issues. The Modern Art of Delegation Aug 21, 2023 Avoiding pitfalls in assigning investment management functions as a trustee. Sizing a Transfer-Tax Strategy for Success Aug 21, 2023 A two-part solution. Deciding and Converting Between Grantor And Non-Grantor Trust Status (Part I) Aug 21, 2023 Evaluation of planning opportunities and potential pitfalls. Gift Tax Returns: Four Filing Tips Aug 21, 2023 Martin M. Shenkman and Joy Matak give advice for explaining to clients the importance of and complexities in filing gift tax returns. Load More first previous … 43 44 45 46 47 48 49 50 51 … next last Load More
Access Denied: Spousal Lifetime Access Trusts in Divorce Aug 22, 2023 How to avoid and navigate surprising tax consequences. Gifting Complex Assets Aug 22, 2023 A simple approach to helping clients maximize charitable impact and reduce taxable income. Ethical Considerations for Advising The (Un)Happily Married Aug 22, 2023 When done correctly, joint representation can have many benefits. Ethics Considerations When Entering Into Office Sharing Arrangements Aug 22, 2023 ABA Formal Opinion 507 addresses some of these issues. The Modern Art of Delegation Aug 21, 2023 Avoiding pitfalls in assigning investment management functions as a trustee. Sizing a Transfer-Tax Strategy for Success Aug 21, 2023 A two-part solution. Deciding and Converting Between Grantor And Non-Grantor Trust Status (Part I) Aug 21, 2023 Evaluation of planning opportunities and potential pitfalls. Gift Tax Returns: Four Filing Tips Aug 21, 2023 Martin M. Shenkman and Joy Matak give advice for explaining to clients the importance of and complexities in filing gift tax returns. Load More first previous … 43 44 45 46 47 48 49 50 51 … next last Load More
Gifting Complex Assets Aug 22, 2023 A simple approach to helping clients maximize charitable impact and reduce taxable income. Ethical Considerations for Advising The (Un)Happily Married Aug 22, 2023 When done correctly, joint representation can have many benefits. Ethics Considerations When Entering Into Office Sharing Arrangements Aug 22, 2023 ABA Formal Opinion 507 addresses some of these issues. The Modern Art of Delegation Aug 21, 2023 Avoiding pitfalls in assigning investment management functions as a trustee. Sizing a Transfer-Tax Strategy for Success Aug 21, 2023 A two-part solution. Deciding and Converting Between Grantor And Non-Grantor Trust Status (Part I) Aug 21, 2023 Evaluation of planning opportunities and potential pitfalls. Gift Tax Returns: Four Filing Tips Aug 21, 2023 Martin M. Shenkman and Joy Matak give advice for explaining to clients the importance of and complexities in filing gift tax returns. Load More first previous … 43 44 45 46 47 48 49 50 51 … next last Load More
Ethical Considerations for Advising The (Un)Happily Married Aug 22, 2023 When done correctly, joint representation can have many benefits. Ethics Considerations When Entering Into Office Sharing Arrangements Aug 22, 2023 ABA Formal Opinion 507 addresses some of these issues. The Modern Art of Delegation Aug 21, 2023 Avoiding pitfalls in assigning investment management functions as a trustee. Sizing a Transfer-Tax Strategy for Success Aug 21, 2023 A two-part solution. Deciding and Converting Between Grantor And Non-Grantor Trust Status (Part I) Aug 21, 2023 Evaluation of planning opportunities and potential pitfalls. Gift Tax Returns: Four Filing Tips Aug 21, 2023 Martin M. Shenkman and Joy Matak give advice for explaining to clients the importance of and complexities in filing gift tax returns. Load More first previous … 43 44 45 46 47 48 49 50 51 … next last Load More
Ethics Considerations When Entering Into Office Sharing Arrangements Aug 22, 2023 ABA Formal Opinion 507 addresses some of these issues. The Modern Art of Delegation Aug 21, 2023 Avoiding pitfalls in assigning investment management functions as a trustee. Sizing a Transfer-Tax Strategy for Success Aug 21, 2023 A two-part solution. Deciding and Converting Between Grantor And Non-Grantor Trust Status (Part I) Aug 21, 2023 Evaluation of planning opportunities and potential pitfalls. Gift Tax Returns: Four Filing Tips Aug 21, 2023 Martin M. Shenkman and Joy Matak give advice for explaining to clients the importance of and complexities in filing gift tax returns. Load More first previous … 43 44 45 46 47 48 49 50 51 … next last Load More
The Modern Art of Delegation Aug 21, 2023 Avoiding pitfalls in assigning investment management functions as a trustee. Sizing a Transfer-Tax Strategy for Success Aug 21, 2023 A two-part solution. Deciding and Converting Between Grantor And Non-Grantor Trust Status (Part I) Aug 21, 2023 Evaluation of planning opportunities and potential pitfalls. Gift Tax Returns: Four Filing Tips Aug 21, 2023 Martin M. Shenkman and Joy Matak give advice for explaining to clients the importance of and complexities in filing gift tax returns. Load More first previous … 43 44 45 46 47 48 49 50 51 … next last Load More
Sizing a Transfer-Tax Strategy for Success Aug 21, 2023 A two-part solution. Deciding and Converting Between Grantor And Non-Grantor Trust Status (Part I) Aug 21, 2023 Evaluation of planning opportunities and potential pitfalls. Gift Tax Returns: Four Filing Tips Aug 21, 2023 Martin M. Shenkman and Joy Matak give advice for explaining to clients the importance of and complexities in filing gift tax returns. Load More first previous … 43 44 45 46 47 48 49 50 51 … next last Load More
Deciding and Converting Between Grantor And Non-Grantor Trust Status (Part I) Aug 21, 2023 Evaluation of planning opportunities and potential pitfalls. Gift Tax Returns: Four Filing Tips Aug 21, 2023 Martin M. Shenkman and Joy Matak give advice for explaining to clients the importance of and complexities in filing gift tax returns. Load More first previous … 43 44 45 46 47 48 49 50 51 … next last Load More
Gift Tax Returns: Four Filing Tips Aug 21, 2023 Martin M. Shenkman and Joy Matak give advice for explaining to clients the importance of and complexities in filing gift tax returns. Load More first previous … 43 44 45 46 47 48 49 50 51 … next last Load More
