Looking beyond estate taxes

These strategies still have a place using a new paradigm

Mikel v. Commissioner highlights the consequences of trust disputes

Litigation financing moves into a new realm

Help families achieve a diversity of shared goals

The development and use of directed trusts have increased in recent years. Although the concept of a directed trust isn’t new, states have only recently begun setting the statutory framework for the powers, duties and potential liability of...

In recent years, there’s been a great deal of attention and press devoted to the charitable individual retirement account rollover. Now we have it, now we don’t. The future of this tax measure is a constant source of speculation...