The Pritzker family enterprise story

An ethical will is an attempt to transfer an intangible legacy. Here’s a guide for helping clients prepare such a document.

Proposed regulations thwart a capital-gain-avoidance plan. The plan purports to avoid capital gain for a life (or term-of-years) beneficiary of a charitable remainder unitrust (CRUT) or annuity trust (CRAT) on a sale to a third party by the life...

Planning in 2014 is needed to avoid the significant impact the net investment income rules will have on clients’ pockets

Does a private foundation with an interest in a limited liability company violate these two prohibitions?

Interpreting and applying the Tax Court’s Steinberg Decision

There are several retirement planning options available to clients in their 50s.