Trusts & Estates: July | August 2024 Digital Edition Jul 25, 2024 Committee Reports On Elder Care / Special Needs, Ultra-High-Net-Worth, Families & Family Offices. Features on International Practice, The... How to Be a Wealth 3.0 Attorney Jul 16, 2024 Practical approaches that foster integrated services. Navigating Self-Dealing Pitfalls in Private Foundations and Family Offices Jul 16, 2024 Maintain tax-exempt status and avoid costly penalties. Subscribe to Ensure Delivery of our "Tax Year in Review" Issue - ONLY $159 Subscribe Now! 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 The Corporate Transparency Act Six Months In Jul 16, 2024 Despite hope for overturn or repeal, prepare to file on time. How to Help Clients Transcend Indecision And Move Toward Action Jul 16, 2024 Managing a polarity requires a different approach. Special Needs and Elder Law Update Jul 16, 2024 A rundown of recent court decisions. Essential Questions to Ask Before Starting A Single Family Office Jul 16, 2024 Help clients think through the decision carefully and set up the SFO for long-term success. How Will Your Clients’ Families Know What They Want? Jul 16, 2024 If they suffer from a disability or illness, help them prepare a letter of guidance. Beyond the GST of It Jul 16, 2024 A review of the deemed allocation rules of Chapter 13 and their application to lifetime indirect skips. Charitable Gifts: Ethical Concerns For All Professions: Part 2 Jul 16, 2024 Know your stuff, keep up-to-date and do the right thing. Where the Worlds Collide Jul 16, 2024 Family trusts and international investment treaty protections. Grantor Trust Modifications in Light Of CCA 202352018 Jul 16, 2024 Martin M. Shenkman and Joy Matak caution about negative gift tax consequences according to a new Chief Counsel Advice memorandum. Load More 1 2 next last Load More
How to Be a Wealth 3.0 Attorney Jul 16, 2024 Practical approaches that foster integrated services. Navigating Self-Dealing Pitfalls in Private Foundations and Family Offices Jul 16, 2024 Maintain tax-exempt status and avoid costly penalties. Subscribe to Ensure Delivery of our "Tax Year in Review" Issue - ONLY $159 Subscribe Now! 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 The Corporate Transparency Act Six Months In Jul 16, 2024 Despite hope for overturn or repeal, prepare to file on time. How to Help Clients Transcend Indecision And Move Toward Action Jul 16, 2024 Managing a polarity requires a different approach. Special Needs and Elder Law Update Jul 16, 2024 A rundown of recent court decisions. Essential Questions to Ask Before Starting A Single Family Office Jul 16, 2024 Help clients think through the decision carefully and set up the SFO for long-term success. How Will Your Clients’ Families Know What They Want? Jul 16, 2024 If they suffer from a disability or illness, help them prepare a letter of guidance. Beyond the GST of It Jul 16, 2024 A review of the deemed allocation rules of Chapter 13 and their application to lifetime indirect skips. Charitable Gifts: Ethical Concerns For All Professions: Part 2 Jul 16, 2024 Know your stuff, keep up-to-date and do the right thing. Where the Worlds Collide Jul 16, 2024 Family trusts and international investment treaty protections. Grantor Trust Modifications in Light Of CCA 202352018 Jul 16, 2024 Martin M. Shenkman and Joy Matak caution about negative gift tax consequences according to a new Chief Counsel Advice memorandum. Load More 1 2 next last Load More
Navigating Self-Dealing Pitfalls in Private Foundations and Family Offices Jul 16, 2024 Maintain tax-exempt status and avoid costly penalties. Subscribe to Ensure Delivery of our "Tax Year in Review" Issue - ONLY $159 Subscribe Now!
The Corporate Transparency Act Six Months In Jul 16, 2024 Despite hope for overturn or repeal, prepare to file on time. How to Help Clients Transcend Indecision And Move Toward Action Jul 16, 2024 Managing a polarity requires a different approach. Special Needs and Elder Law Update Jul 16, 2024 A rundown of recent court decisions. Essential Questions to Ask Before Starting A Single Family Office Jul 16, 2024 Help clients think through the decision carefully and set up the SFO for long-term success. How Will Your Clients’ Families Know What They Want? Jul 16, 2024 If they suffer from a disability or illness, help them prepare a letter of guidance. Beyond the GST of It Jul 16, 2024 A review of the deemed allocation rules of Chapter 13 and their application to lifetime indirect skips. Charitable Gifts: Ethical Concerns For All Professions: Part 2 Jul 16, 2024 Know your stuff, keep up-to-date and do the right thing. Where the Worlds Collide Jul 16, 2024 Family trusts and international investment treaty protections. Grantor Trust Modifications in Light Of CCA 202352018 Jul 16, 2024 Martin M. Shenkman and Joy Matak caution about negative gift tax consequences according to a new Chief Counsel Advice memorandum. Load More 1 2 next last Load More
How to Help Clients Transcend Indecision And Move Toward Action Jul 16, 2024 Managing a polarity requires a different approach. Special Needs and Elder Law Update Jul 16, 2024 A rundown of recent court decisions. Essential Questions to Ask Before Starting A Single Family Office Jul 16, 2024 Help clients think through the decision carefully and set up the SFO for long-term success. How Will Your Clients’ Families Know What They Want? Jul 16, 2024 If they suffer from a disability or illness, help them prepare a letter of guidance. Beyond the GST of It Jul 16, 2024 A review of the deemed allocation rules of Chapter 13 and their application to lifetime indirect skips. Charitable Gifts: Ethical Concerns For All Professions: Part 2 Jul 16, 2024 Know your stuff, keep up-to-date and do the right thing. Where the Worlds Collide Jul 16, 2024 Family trusts and international investment treaty protections. Grantor Trust Modifications in Light Of CCA 202352018 Jul 16, 2024 Martin M. Shenkman and Joy Matak caution about negative gift tax consequences according to a new Chief Counsel Advice memorandum. Load More 1 2 next last Load More
Special Needs and Elder Law Update Jul 16, 2024 A rundown of recent court decisions. Essential Questions to Ask Before Starting A Single Family Office Jul 16, 2024 Help clients think through the decision carefully and set up the SFO for long-term success. How Will Your Clients’ Families Know What They Want? Jul 16, 2024 If they suffer from a disability or illness, help them prepare a letter of guidance. Beyond the GST of It Jul 16, 2024 A review of the deemed allocation rules of Chapter 13 and their application to lifetime indirect skips. Charitable Gifts: Ethical Concerns For All Professions: Part 2 Jul 16, 2024 Know your stuff, keep up-to-date and do the right thing. Where the Worlds Collide Jul 16, 2024 Family trusts and international investment treaty protections. Grantor Trust Modifications in Light Of CCA 202352018 Jul 16, 2024 Martin M. Shenkman and Joy Matak caution about negative gift tax consequences according to a new Chief Counsel Advice memorandum. Load More 1 2 next last Load More
Essential Questions to Ask Before Starting A Single Family Office Jul 16, 2024 Help clients think through the decision carefully and set up the SFO for long-term success. How Will Your Clients’ Families Know What They Want? Jul 16, 2024 If they suffer from a disability or illness, help them prepare a letter of guidance. Beyond the GST of It Jul 16, 2024 A review of the deemed allocation rules of Chapter 13 and their application to lifetime indirect skips. Charitable Gifts: Ethical Concerns For All Professions: Part 2 Jul 16, 2024 Know your stuff, keep up-to-date and do the right thing. Where the Worlds Collide Jul 16, 2024 Family trusts and international investment treaty protections. Grantor Trust Modifications in Light Of CCA 202352018 Jul 16, 2024 Martin M. Shenkman and Joy Matak caution about negative gift tax consequences according to a new Chief Counsel Advice memorandum. Load More 1 2 next last Load More
How Will Your Clients’ Families Know What They Want? Jul 16, 2024 If they suffer from a disability or illness, help them prepare a letter of guidance. Beyond the GST of It Jul 16, 2024 A review of the deemed allocation rules of Chapter 13 and their application to lifetime indirect skips. Charitable Gifts: Ethical Concerns For All Professions: Part 2 Jul 16, 2024 Know your stuff, keep up-to-date and do the right thing. Where the Worlds Collide Jul 16, 2024 Family trusts and international investment treaty protections. Grantor Trust Modifications in Light Of CCA 202352018 Jul 16, 2024 Martin M. Shenkman and Joy Matak caution about negative gift tax consequences according to a new Chief Counsel Advice memorandum. Load More 1 2 next last Load More
Beyond the GST of It Jul 16, 2024 A review of the deemed allocation rules of Chapter 13 and their application to lifetime indirect skips. Charitable Gifts: Ethical Concerns For All Professions: Part 2 Jul 16, 2024 Know your stuff, keep up-to-date and do the right thing. Where the Worlds Collide Jul 16, 2024 Family trusts and international investment treaty protections. Grantor Trust Modifications in Light Of CCA 202352018 Jul 16, 2024 Martin M. Shenkman and Joy Matak caution about negative gift tax consequences according to a new Chief Counsel Advice memorandum. Load More 1 2 next last Load More
Charitable Gifts: Ethical Concerns For All Professions: Part 2 Jul 16, 2024 Know your stuff, keep up-to-date and do the right thing.
Where the Worlds Collide Jul 16, 2024 Family trusts and international investment treaty protections. Grantor Trust Modifications in Light Of CCA 202352018 Jul 16, 2024 Martin M. Shenkman and Joy Matak caution about negative gift tax consequences according to a new Chief Counsel Advice memorandum. Load More 1 2 next last Load More
Grantor Trust Modifications in Light Of CCA 202352018 Jul 16, 2024 Martin M. Shenkman and Joy Matak caution about negative gift tax consequences according to a new Chief Counsel Advice memorandum. Load More 1 2 next last Load More