Trusts & Estates

Our expert panel discusses some of the proposals President Biden may implement (including reduction of the estate tax exemption, and repeal of the Tax Cuts and Jobs Act) and how clients should prepare for that now.

Most states tax a resident trust on all its income and tax a nonresident trust on income sourced to that state. Practitioners need to take these taxes into account when preparing estate plans for their clients. Join us as we review the latest...

Senator Elizabeth Warren, along with others, have proposed a new wealth tax on ultra-high-net-worth individuals. And some states, such as California, New York and New Jersey, are also considering imposing such a tax. What will this mean for your...

Provides an overview of the best estate-planning strategies from a state and trust situs perspective, as well as from a federal standpoint, based on possible upcoming changes in the tax laws.

Explores the many technological changes affecting estate planning practices sped on by the coronavirus designed to facilitate better client interactions, better management and more efficient research and drafting.

Offers an overview of the new rules brought about by the SECURE Act—and provides practitioners with action to take and suggestions on how to help clients plan for retirement given the changes made by the law.