2018 Trusts & Estates Distinguished Authors Awards

Dec 12, 2018

This year’s winners are revealed.

Special Administrator Not Liable for Estate’s Unpaid Taxes

Dec 10, 2018

Nonetheless, a cautionary tale on prioritizing creditors.

Entities Holding Trustee Positions

Dec 05, 2018

For modern trusts, fiduciary roles may be held by various different trustees or entities. When is that a good idea?

The “Use It or Lose It” Increased Gift and Estate Tax Exemption

Dec 05, 2018

Don’t wait until the end of 2025 to take action.

The Third Installment of the Turner Trilogy

Dec 05, 2018

Tax Court decision highlights the impact of estate tax apportionment.

Fifteen Gifts That Every Planner Wants But Doesn’t Know It

Dec 05, 2018

Our guide to rewarding the hardworking professional this holiday season.

The Benefits of Incomplete Non-Grantor Trusts

Dec 03, 2018

A powerful income tax savING strategy.

The 10 Most and Least Tax-Friendly States for Retirees

Dec 01, 2018

Where retirees live can greatly affect their tax bill.

Keep Calm and Carry On: Casablanca Movie Poster Outbids Superman, Empire Strikes Back

Nov 30, 2018

Casablanca’s iconic movie poster sold for over $100,000 at a recent auction that included posters for Superman, Empire Strikes Back, Breakfast at Tiffany’s and British WWII propaganda movies.

On Philanthropy: Best Excerpts From the First 100 Columns

Nov 28, 2018

Some of the many lessons I’ve learned and thoughts I’ve tried to convey.