Five significant shifts and six critical roles.

How to emerge from the upheaval.

Properly assess the death benefit in a wealth transfer portfolio management context.

Now’s a good time to transfer business interests to the next generation.

Eliminate points of contention with careful planning.

Tax Court further explores the consequences of its holding in Powell.

Al W. King III explains why clients should take advantage of the transfer tax exemptions now before they’re lost.

David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month.