IRS Issues Proposed Foreign-Trust Regulations May 17, 2024 The agency seeks to prevent abusive tax schemes. Grantor Trust Mischaracterization Might Cost Heirs $15M May 15, 2024 A recent case illustrates the inherent reporting difficulties faced by individuals with foreign trusts. 2024 IRS Inflation Adjustments to Gift, Estate and GST Tax Exemptions and Exclusions Explained May 13, 2024 Brief summaries of this year's relevant changes. Subscribe to Trusts & Estates Premium Content Today The pre-eminent, peer review journal and website for wealth management professionals. Learn More Sign up for the WM Morning Memo newsletter. 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List Leave this field blank IRS Issues New Regs on GST Allocations May 08, 2024 Taxpayers must apply for a private letter ruling to get an extension. Life Insurance Planning When the Sunset’s in Doubt May 08, 2024 Helping skeptical clients hedge their bets on tax law change. IRS Forms New Office to Resolve Tax Disputes Earlier and More Efficiently May 01, 2024 The agency hopes to renew interest in alternate dispute resolution options. U.S. Appeals Court: Today's Loans May Be Tomorrow's Gifts May 01, 2024 Ninth Circuit affirms holding that a history of lending is not determinative of tax treatment of subsequent intrafamily wealth transfers. IRS Form W-9 Changes and Their Impact on Trusts and Estates Apr 29, 2024 Refiling may be necessary under certain circumstances. Celebrity Estates: Steve Lockshin on Len Bias and NIL Deals in Estate Planning Apr 29, 2024 Vanilla co-founder Steve Lockshin details the nuances surrounding NIL deals and the foundational estate planning strategies... The WealthStack Podcast: Why Estate Planning Is the Next Frontier of Wealth Management With Gene Farrell Apr 26, 2024 As clients become increasingly aware of the complexities of wealth transfer, asset protection and legacy planning, they expect... When Mental Health Issues Lead to Financial Ruin Apr 25, 2024 How acclaimed journalist Josephine Franklin ended up homeless. IRS Warns High-Net-Worth Individuals of Elaborate Schemes Apr 24, 2024 Wealthy taxpayers are prime targets for scammers. Mastering Succession: Insights from Berkshire Hathaway's Playbook Apr 22, 2024 Berkshire Hathaway's succession plan is an invaluable case study for businesses of all sizes, exemplifying the importance of forward-thinking leadership and strategic planning. Load More 1 2 next last Load More
Grantor Trust Mischaracterization Might Cost Heirs $15M May 15, 2024 A recent case illustrates the inherent reporting difficulties faced by individuals with foreign trusts. 2024 IRS Inflation Adjustments to Gift, Estate and GST Tax Exemptions and Exclusions Explained May 13, 2024 Brief summaries of this year's relevant changes. Subscribe to Trusts & Estates Premium Content Today The pre-eminent, peer review journal and website for wealth management professionals. Learn More Sign up for the WM Morning Memo newsletter. AfghanistanAland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBritish Virgin IslandsBruneiBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCaribbean NetherlandsCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos (Keeling) IslandsColombiaComorosCongo (Brazzaville)Congo (Kinshasa)Cook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHondurasHong Kong, S.A.R., ChinaHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyIvory CoastJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLaosLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacau, S.A.R., ChinaMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNetherlands AntillesNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorthern Mariana IslandsNorth KoreaNorwayOmanPakistanPalauPalestinian TerritoryPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarReunionRomaniaRussiaRwandaSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint Martin (French part)Saint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwazilandSwedenSwitzerlandSyriaTaiwan, ChinaTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluU.S. Virgin IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUnited States Minor Outlying IslandsUruguayUzbekistanVanuatuVaticanVenezuelaVietnamWallis and FutunaWestern SaharaYemenZambiaZimbabwe Sign Up Enter your email above to receive messages about offerings by Informa, its brands, affiliates and/or third-party partners, consistent with Informa's Privacy Policy. List Leave this field blank IRS Issues New Regs on GST Allocations May 08, 2024 Taxpayers must apply for a private letter ruling to get an extension. Life Insurance Planning When the Sunset’s in Doubt May 08, 2024 Helping skeptical clients hedge their bets on tax law change. IRS Forms New Office to Resolve Tax Disputes Earlier and More Efficiently May 01, 2024 The agency hopes to renew interest in alternate dispute resolution options. U.S. Appeals Court: Today's Loans May Be Tomorrow's Gifts May 01, 2024 Ninth Circuit affirms holding that a history of lending is not determinative of tax treatment of subsequent intrafamily wealth transfers. IRS Form W-9 Changes and Their Impact on Trusts and Estates Apr 29, 2024 Refiling may be necessary under certain circumstances. Celebrity Estates: Steve Lockshin on Len Bias and NIL Deals in Estate Planning Apr 29, 2024 Vanilla co-founder Steve Lockshin details the nuances surrounding NIL deals and the foundational estate planning strategies... The WealthStack Podcast: Why Estate Planning Is the Next Frontier of Wealth Management With Gene Farrell Apr 26, 2024 As clients become increasingly aware of the complexities of wealth transfer, asset protection and legacy planning, they expect... When Mental Health Issues Lead to Financial Ruin Apr 25, 2024 How acclaimed journalist Josephine Franklin ended up homeless. IRS Warns High-Net-Worth Individuals of Elaborate Schemes Apr 24, 2024 Wealthy taxpayers are prime targets for scammers. Mastering Succession: Insights from Berkshire Hathaway's Playbook Apr 22, 2024 Berkshire Hathaway's succession plan is an invaluable case study for businesses of all sizes, exemplifying the importance of forward-thinking leadership and strategic planning. Load More 1 2 next last Load More
2024 IRS Inflation Adjustments to Gift, Estate and GST Tax Exemptions and Exclusions Explained May 13, 2024 Brief summaries of this year's relevant changes. Subscribe to Trusts & Estates Premium Content Today The pre-eminent, peer review journal and website for wealth management professionals. Learn More
Subscribe to Trusts & Estates Premium Content Today The pre-eminent, peer review journal and website for wealth management professionals. Learn More
IRS Issues New Regs on GST Allocations May 08, 2024 Taxpayers must apply for a private letter ruling to get an extension. Life Insurance Planning When the Sunset’s in Doubt May 08, 2024 Helping skeptical clients hedge their bets on tax law change. IRS Forms New Office to Resolve Tax Disputes Earlier and More Efficiently May 01, 2024 The agency hopes to renew interest in alternate dispute resolution options. U.S. Appeals Court: Today's Loans May Be Tomorrow's Gifts May 01, 2024 Ninth Circuit affirms holding that a history of lending is not determinative of tax treatment of subsequent intrafamily wealth transfers. IRS Form W-9 Changes and Their Impact on Trusts and Estates Apr 29, 2024 Refiling may be necessary under certain circumstances. Celebrity Estates: Steve Lockshin on Len Bias and NIL Deals in Estate Planning Apr 29, 2024 Vanilla co-founder Steve Lockshin details the nuances surrounding NIL deals and the foundational estate planning strategies... The WealthStack Podcast: Why Estate Planning Is the Next Frontier of Wealth Management With Gene Farrell Apr 26, 2024 As clients become increasingly aware of the complexities of wealth transfer, asset protection and legacy planning, they expect... When Mental Health Issues Lead to Financial Ruin Apr 25, 2024 How acclaimed journalist Josephine Franklin ended up homeless. IRS Warns High-Net-Worth Individuals of Elaborate Schemes Apr 24, 2024 Wealthy taxpayers are prime targets for scammers. Mastering Succession: Insights from Berkshire Hathaway's Playbook Apr 22, 2024 Berkshire Hathaway's succession plan is an invaluable case study for businesses of all sizes, exemplifying the importance of forward-thinking leadership and strategic planning. Load More 1 2 next last Load More
Life Insurance Planning When the Sunset’s in Doubt May 08, 2024 Helping skeptical clients hedge their bets on tax law change. IRS Forms New Office to Resolve Tax Disputes Earlier and More Efficiently May 01, 2024 The agency hopes to renew interest in alternate dispute resolution options. U.S. Appeals Court: Today's Loans May Be Tomorrow's Gifts May 01, 2024 Ninth Circuit affirms holding that a history of lending is not determinative of tax treatment of subsequent intrafamily wealth transfers. IRS Form W-9 Changes and Their Impact on Trusts and Estates Apr 29, 2024 Refiling may be necessary under certain circumstances. Celebrity Estates: Steve Lockshin on Len Bias and NIL Deals in Estate Planning Apr 29, 2024 Vanilla co-founder Steve Lockshin details the nuances surrounding NIL deals and the foundational estate planning strategies... The WealthStack Podcast: Why Estate Planning Is the Next Frontier of Wealth Management With Gene Farrell Apr 26, 2024 As clients become increasingly aware of the complexities of wealth transfer, asset protection and legacy planning, they expect... When Mental Health Issues Lead to Financial Ruin Apr 25, 2024 How acclaimed journalist Josephine Franklin ended up homeless. IRS Warns High-Net-Worth Individuals of Elaborate Schemes Apr 24, 2024 Wealthy taxpayers are prime targets for scammers. Mastering Succession: Insights from Berkshire Hathaway's Playbook Apr 22, 2024 Berkshire Hathaway's succession plan is an invaluable case study for businesses of all sizes, exemplifying the importance of forward-thinking leadership and strategic planning. Load More 1 2 next last Load More
IRS Forms New Office to Resolve Tax Disputes Earlier and More Efficiently May 01, 2024 The agency hopes to renew interest in alternate dispute resolution options. U.S. Appeals Court: Today's Loans May Be Tomorrow's Gifts May 01, 2024 Ninth Circuit affirms holding that a history of lending is not determinative of tax treatment of subsequent intrafamily wealth transfers. IRS Form W-9 Changes and Their Impact on Trusts and Estates Apr 29, 2024 Refiling may be necessary under certain circumstances. Celebrity Estates: Steve Lockshin on Len Bias and NIL Deals in Estate Planning Apr 29, 2024 Vanilla co-founder Steve Lockshin details the nuances surrounding NIL deals and the foundational estate planning strategies... The WealthStack Podcast: Why Estate Planning Is the Next Frontier of Wealth Management With Gene Farrell Apr 26, 2024 As clients become increasingly aware of the complexities of wealth transfer, asset protection and legacy planning, they expect... When Mental Health Issues Lead to Financial Ruin Apr 25, 2024 How acclaimed journalist Josephine Franklin ended up homeless. IRS Warns High-Net-Worth Individuals of Elaborate Schemes Apr 24, 2024 Wealthy taxpayers are prime targets for scammers. Mastering Succession: Insights from Berkshire Hathaway's Playbook Apr 22, 2024 Berkshire Hathaway's succession plan is an invaluable case study for businesses of all sizes, exemplifying the importance of forward-thinking leadership and strategic planning. Load More 1 2 next last Load More
U.S. Appeals Court: Today's Loans May Be Tomorrow's Gifts May 01, 2024 Ninth Circuit affirms holding that a history of lending is not determinative of tax treatment of subsequent intrafamily wealth transfers. IRS Form W-9 Changes and Their Impact on Trusts and Estates Apr 29, 2024 Refiling may be necessary under certain circumstances. Celebrity Estates: Steve Lockshin on Len Bias and NIL Deals in Estate Planning Apr 29, 2024 Vanilla co-founder Steve Lockshin details the nuances surrounding NIL deals and the foundational estate planning strategies... The WealthStack Podcast: Why Estate Planning Is the Next Frontier of Wealth Management With Gene Farrell Apr 26, 2024 As clients become increasingly aware of the complexities of wealth transfer, asset protection and legacy planning, they expect... When Mental Health Issues Lead to Financial Ruin Apr 25, 2024 How acclaimed journalist Josephine Franklin ended up homeless. IRS Warns High-Net-Worth Individuals of Elaborate Schemes Apr 24, 2024 Wealthy taxpayers are prime targets for scammers. Mastering Succession: Insights from Berkshire Hathaway's Playbook Apr 22, 2024 Berkshire Hathaway's succession plan is an invaluable case study for businesses of all sizes, exemplifying the importance of forward-thinking leadership and strategic planning. Load More 1 2 next last Load More
IRS Form W-9 Changes and Their Impact on Trusts and Estates Apr 29, 2024 Refiling may be necessary under certain circumstances. Celebrity Estates: Steve Lockshin on Len Bias and NIL Deals in Estate Planning Apr 29, 2024 Vanilla co-founder Steve Lockshin details the nuances surrounding NIL deals and the foundational estate planning strategies... The WealthStack Podcast: Why Estate Planning Is the Next Frontier of Wealth Management With Gene Farrell Apr 26, 2024 As clients become increasingly aware of the complexities of wealth transfer, asset protection and legacy planning, they expect... When Mental Health Issues Lead to Financial Ruin Apr 25, 2024 How acclaimed journalist Josephine Franklin ended up homeless. IRS Warns High-Net-Worth Individuals of Elaborate Schemes Apr 24, 2024 Wealthy taxpayers are prime targets for scammers. Mastering Succession: Insights from Berkshire Hathaway's Playbook Apr 22, 2024 Berkshire Hathaway's succession plan is an invaluable case study for businesses of all sizes, exemplifying the importance of forward-thinking leadership and strategic planning. Load More 1 2 next last Load More
Celebrity Estates: Steve Lockshin on Len Bias and NIL Deals in Estate Planning Apr 29, 2024 Vanilla co-founder Steve Lockshin details the nuances surrounding NIL deals and the foundational estate planning strategies... The WealthStack Podcast: Why Estate Planning Is the Next Frontier of Wealth Management With Gene Farrell Apr 26, 2024 As clients become increasingly aware of the complexities of wealth transfer, asset protection and legacy planning, they expect... When Mental Health Issues Lead to Financial Ruin Apr 25, 2024 How acclaimed journalist Josephine Franklin ended up homeless. IRS Warns High-Net-Worth Individuals of Elaborate Schemes Apr 24, 2024 Wealthy taxpayers are prime targets for scammers. Mastering Succession: Insights from Berkshire Hathaway's Playbook Apr 22, 2024 Berkshire Hathaway's succession plan is an invaluable case study for businesses of all sizes, exemplifying the importance of forward-thinking leadership and strategic planning. Load More 1 2 next last Load More
The WealthStack Podcast: Why Estate Planning Is the Next Frontier of Wealth Management With Gene Farrell Apr 26, 2024 As clients become increasingly aware of the complexities of wealth transfer, asset protection and legacy planning, they expect...
When Mental Health Issues Lead to Financial Ruin Apr 25, 2024 How acclaimed journalist Josephine Franklin ended up homeless. IRS Warns High-Net-Worth Individuals of Elaborate Schemes Apr 24, 2024 Wealthy taxpayers are prime targets for scammers. Mastering Succession: Insights from Berkshire Hathaway's Playbook Apr 22, 2024 Berkshire Hathaway's succession plan is an invaluable case study for businesses of all sizes, exemplifying the importance of forward-thinking leadership and strategic planning. Load More 1 2 next last Load More
IRS Warns High-Net-Worth Individuals of Elaborate Schemes Apr 24, 2024 Wealthy taxpayers are prime targets for scammers. Mastering Succession: Insights from Berkshire Hathaway's Playbook Apr 22, 2024 Berkshire Hathaway's succession plan is an invaluable case study for businesses of all sizes, exemplifying the importance of forward-thinking leadership and strategic planning. Load More 1 2 next last Load More
Mastering Succession: Insights from Berkshire Hathaway's Playbook Apr 22, 2024 Berkshire Hathaway's succession plan is an invaluable case study for businesses of all sizes, exemplifying the importance of forward-thinking leadership and strategic planning. Load More 1 2 next last Load More