Subscribe to Trusts & Estates Premium Content Today The pre-eminent, peer review journal and website for wealth management professionals. Learn More
The Advantages of Gifting Non-Cash Assets Apr 19, 2023 Clients don’t need to be billionaires to realize the benefits of giving assets such as S corporation shares to their favorite causes. IRS Lacks Authority to Assess and Collect IRS Form 5471 Penalties Apr 19, 2023 The recent Tax Court decision is favorable to taxpayers with certain interests in foreign corporations. Valuation of Gifted Equity Interests Apr 17, 2023 How business owners preparing for a sale can benefit from the expected uptick in M&A activity. Celebrity Estates: Lisa Marie Presley and Estate Litigation Apr 17, 2023 Heartbreak Hotel for Priscilla Presley after Lisa Marie's daughters were named trustees of her estate. Pet Trusts Are Worth the 'Trouble' Apr 14, 2023 You don't have to be Leona Helmsley to ensure the future care of beloved pets. Using a CRT to Minimize the Adverse Effects of the SECURE Act Apr 13, 2023 Higher interest rates amplify the advantages of this approach. Will IRS’ $80B Revamp Target the Wealthy? Apr 12, 2023 The agency has unveiled a detailed modernization plan to overhaul its services. How Trustees Should Incorporate Life Settlements in ILIT Reviews Apr 12, 2023 It’s important to build a robust file to support the ultimate decision. Why DAFs Appeal to Childless Clients Apr 12, 2023 Flexibility and good advice are key when there's no 'obvious' successor. A Difference of Opinion on PPLI Apr 12, 2023 An abusive scheme or a legitimate strategy? Load More first previous … 57 58 59 60 61 62 63 64 65 … next last Load More
IRS Lacks Authority to Assess and Collect IRS Form 5471 Penalties Apr 19, 2023 The recent Tax Court decision is favorable to taxpayers with certain interests in foreign corporations. Valuation of Gifted Equity Interests Apr 17, 2023 How business owners preparing for a sale can benefit from the expected uptick in M&A activity. Celebrity Estates: Lisa Marie Presley and Estate Litigation Apr 17, 2023 Heartbreak Hotel for Priscilla Presley after Lisa Marie's daughters were named trustees of her estate. Pet Trusts Are Worth the 'Trouble' Apr 14, 2023 You don't have to be Leona Helmsley to ensure the future care of beloved pets. Using a CRT to Minimize the Adverse Effects of the SECURE Act Apr 13, 2023 Higher interest rates amplify the advantages of this approach. Will IRS’ $80B Revamp Target the Wealthy? Apr 12, 2023 The agency has unveiled a detailed modernization plan to overhaul its services. How Trustees Should Incorporate Life Settlements in ILIT Reviews Apr 12, 2023 It’s important to build a robust file to support the ultimate decision. Why DAFs Appeal to Childless Clients Apr 12, 2023 Flexibility and good advice are key when there's no 'obvious' successor. A Difference of Opinion on PPLI Apr 12, 2023 An abusive scheme or a legitimate strategy? Load More first previous … 57 58 59 60 61 62 63 64 65 … next last Load More
Valuation of Gifted Equity Interests Apr 17, 2023 How business owners preparing for a sale can benefit from the expected uptick in M&A activity. Celebrity Estates: Lisa Marie Presley and Estate Litigation Apr 17, 2023 Heartbreak Hotel for Priscilla Presley after Lisa Marie's daughters were named trustees of her estate. Pet Trusts Are Worth the 'Trouble' Apr 14, 2023 You don't have to be Leona Helmsley to ensure the future care of beloved pets. Using a CRT to Minimize the Adverse Effects of the SECURE Act Apr 13, 2023 Higher interest rates amplify the advantages of this approach. Will IRS’ $80B Revamp Target the Wealthy? Apr 12, 2023 The agency has unveiled a detailed modernization plan to overhaul its services. How Trustees Should Incorporate Life Settlements in ILIT Reviews Apr 12, 2023 It’s important to build a robust file to support the ultimate decision. Why DAFs Appeal to Childless Clients Apr 12, 2023 Flexibility and good advice are key when there's no 'obvious' successor. A Difference of Opinion on PPLI Apr 12, 2023 An abusive scheme or a legitimate strategy? Load More first previous … 57 58 59 60 61 62 63 64 65 … next last Load More
Celebrity Estates: Lisa Marie Presley and Estate Litigation Apr 17, 2023 Heartbreak Hotel for Priscilla Presley after Lisa Marie's daughters were named trustees of her estate. Pet Trusts Are Worth the 'Trouble' Apr 14, 2023 You don't have to be Leona Helmsley to ensure the future care of beloved pets. Using a CRT to Minimize the Adverse Effects of the SECURE Act Apr 13, 2023 Higher interest rates amplify the advantages of this approach. Will IRS’ $80B Revamp Target the Wealthy? Apr 12, 2023 The agency has unveiled a detailed modernization plan to overhaul its services. How Trustees Should Incorporate Life Settlements in ILIT Reviews Apr 12, 2023 It’s important to build a robust file to support the ultimate decision. Why DAFs Appeal to Childless Clients Apr 12, 2023 Flexibility and good advice are key when there's no 'obvious' successor. A Difference of Opinion on PPLI Apr 12, 2023 An abusive scheme or a legitimate strategy? Load More first previous … 57 58 59 60 61 62 63 64 65 … next last Load More
Pet Trusts Are Worth the 'Trouble' Apr 14, 2023 You don't have to be Leona Helmsley to ensure the future care of beloved pets. Using a CRT to Minimize the Adverse Effects of the SECURE Act Apr 13, 2023 Higher interest rates amplify the advantages of this approach. Will IRS’ $80B Revamp Target the Wealthy? Apr 12, 2023 The agency has unveiled a detailed modernization plan to overhaul its services. How Trustees Should Incorporate Life Settlements in ILIT Reviews Apr 12, 2023 It’s important to build a robust file to support the ultimate decision. Why DAFs Appeal to Childless Clients Apr 12, 2023 Flexibility and good advice are key when there's no 'obvious' successor. A Difference of Opinion on PPLI Apr 12, 2023 An abusive scheme or a legitimate strategy? Load More first previous … 57 58 59 60 61 62 63 64 65 … next last Load More
Using a CRT to Minimize the Adverse Effects of the SECURE Act Apr 13, 2023 Higher interest rates amplify the advantages of this approach. Will IRS’ $80B Revamp Target the Wealthy? Apr 12, 2023 The agency has unveiled a detailed modernization plan to overhaul its services. How Trustees Should Incorporate Life Settlements in ILIT Reviews Apr 12, 2023 It’s important to build a robust file to support the ultimate decision. Why DAFs Appeal to Childless Clients Apr 12, 2023 Flexibility and good advice are key when there's no 'obvious' successor. A Difference of Opinion on PPLI Apr 12, 2023 An abusive scheme or a legitimate strategy? Load More first previous … 57 58 59 60 61 62 63 64 65 … next last Load More
Will IRS’ $80B Revamp Target the Wealthy? Apr 12, 2023 The agency has unveiled a detailed modernization plan to overhaul its services. How Trustees Should Incorporate Life Settlements in ILIT Reviews Apr 12, 2023 It’s important to build a robust file to support the ultimate decision. Why DAFs Appeal to Childless Clients Apr 12, 2023 Flexibility and good advice are key when there's no 'obvious' successor. A Difference of Opinion on PPLI Apr 12, 2023 An abusive scheme or a legitimate strategy? Load More first previous … 57 58 59 60 61 62 63 64 65 … next last Load More
How Trustees Should Incorporate Life Settlements in ILIT Reviews Apr 12, 2023 It’s important to build a robust file to support the ultimate decision. Why DAFs Appeal to Childless Clients Apr 12, 2023 Flexibility and good advice are key when there's no 'obvious' successor. A Difference of Opinion on PPLI Apr 12, 2023 An abusive scheme or a legitimate strategy? Load More first previous … 57 58 59 60 61 62 63 64 65 … next last Load More
Why DAFs Appeal to Childless Clients Apr 12, 2023 Flexibility and good advice are key when there's no 'obvious' successor. A Difference of Opinion on PPLI Apr 12, 2023 An abusive scheme or a legitimate strategy? Load More first previous … 57 58 59 60 61 62 63 64 65 … next last Load More
A Difference of Opinion on PPLI Apr 12, 2023 An abusive scheme or a legitimate strategy? Load More first previous … 57 58 59 60 61 62 63 64 65 … next last Load More