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Taxpayer Wins Big on Insurance Valuation in Estate of Levine Mar 02, 2022 The court discounted an ILIT’s $6.5 million receivable by a whopping 65%. IRS Issues Proposed RMD Regulations Mar 02, 2022 Designated beneficiaries may be disregarded in certain situations. Family Offices See New Challenges to Succession Planning Mar 01, 2022 The values of older and new generations are increasingly difficult to reconcile. Effect of Trust Modifications in a Settlement Agreement Feb 25, 2022 The IRS rules that they don’t result in loss of generation-skipping tax exemption Celebrity Estates: Jay Leno and Planning for Classic Car Collections Feb 22, 2022 Many clients have a passion for classic cars, but few know how to properly manage these valuable investments. Ten Ways to Talk About Family Wealth Feb 22, 2022 Strengthen client families' communication skills to manage conflict, coordinate action more effectively and minimize unproductive patterns. Help Clients Make Smart Land Preservation Decisions Feb 10, 2022 Quick cash-outs can be shortsighted when it comes to wealth planning and legacy building. Estate Planning for Married Couples With IRAs and 401(k)s Feb 09, 2022 Should proceeds be paid to a bypass trust for the benefit of the surviving spouse? Robert Durst's 'Jinxed' Estate Jan 12, 2022 What happens to the convicted murderer's fortune? Court Upholds Reverse QTIP Election Despite Drafting Error Jan 12, 2022 Spouse didn’t have general power of appointment over marital trusts due to restrictions on removing and replacing trustee. Load More first previous 1 2 3 next last Load More
IRS Issues Proposed RMD Regulations Mar 02, 2022 Designated beneficiaries may be disregarded in certain situations. Family Offices See New Challenges to Succession Planning Mar 01, 2022 The values of older and new generations are increasingly difficult to reconcile. Effect of Trust Modifications in a Settlement Agreement Feb 25, 2022 The IRS rules that they don’t result in loss of generation-skipping tax exemption Celebrity Estates: Jay Leno and Planning for Classic Car Collections Feb 22, 2022 Many clients have a passion for classic cars, but few know how to properly manage these valuable investments. Ten Ways to Talk About Family Wealth Feb 22, 2022 Strengthen client families' communication skills to manage conflict, coordinate action more effectively and minimize unproductive patterns. Help Clients Make Smart Land Preservation Decisions Feb 10, 2022 Quick cash-outs can be shortsighted when it comes to wealth planning and legacy building. Estate Planning for Married Couples With IRAs and 401(k)s Feb 09, 2022 Should proceeds be paid to a bypass trust for the benefit of the surviving spouse? Robert Durst's 'Jinxed' Estate Jan 12, 2022 What happens to the convicted murderer's fortune? Court Upholds Reverse QTIP Election Despite Drafting Error Jan 12, 2022 Spouse didn’t have general power of appointment over marital trusts due to restrictions on removing and replacing trustee. Load More first previous 1 2 3 next last Load More
Family Offices See New Challenges to Succession Planning Mar 01, 2022 The values of older and new generations are increasingly difficult to reconcile. Effect of Trust Modifications in a Settlement Agreement Feb 25, 2022 The IRS rules that they don’t result in loss of generation-skipping tax exemption Celebrity Estates: Jay Leno and Planning for Classic Car Collections Feb 22, 2022 Many clients have a passion for classic cars, but few know how to properly manage these valuable investments. Ten Ways to Talk About Family Wealth Feb 22, 2022 Strengthen client families' communication skills to manage conflict, coordinate action more effectively and minimize unproductive patterns. Help Clients Make Smart Land Preservation Decisions Feb 10, 2022 Quick cash-outs can be shortsighted when it comes to wealth planning and legacy building. Estate Planning for Married Couples With IRAs and 401(k)s Feb 09, 2022 Should proceeds be paid to a bypass trust for the benefit of the surviving spouse? Robert Durst's 'Jinxed' Estate Jan 12, 2022 What happens to the convicted murderer's fortune? Court Upholds Reverse QTIP Election Despite Drafting Error Jan 12, 2022 Spouse didn’t have general power of appointment over marital trusts due to restrictions on removing and replacing trustee. Load More first previous 1 2 3 next last Load More
Effect of Trust Modifications in a Settlement Agreement Feb 25, 2022 The IRS rules that they don’t result in loss of generation-skipping tax exemption Celebrity Estates: Jay Leno and Planning for Classic Car Collections Feb 22, 2022 Many clients have a passion for classic cars, but few know how to properly manage these valuable investments. Ten Ways to Talk About Family Wealth Feb 22, 2022 Strengthen client families' communication skills to manage conflict, coordinate action more effectively and minimize unproductive patterns. Help Clients Make Smart Land Preservation Decisions Feb 10, 2022 Quick cash-outs can be shortsighted when it comes to wealth planning and legacy building. Estate Planning for Married Couples With IRAs and 401(k)s Feb 09, 2022 Should proceeds be paid to a bypass trust for the benefit of the surviving spouse? Robert Durst's 'Jinxed' Estate Jan 12, 2022 What happens to the convicted murderer's fortune? Court Upholds Reverse QTIP Election Despite Drafting Error Jan 12, 2022 Spouse didn’t have general power of appointment over marital trusts due to restrictions on removing and replacing trustee. Load More first previous 1 2 3 next last Load More
Celebrity Estates: Jay Leno and Planning for Classic Car Collections Feb 22, 2022 Many clients have a passion for classic cars, but few know how to properly manage these valuable investments. Ten Ways to Talk About Family Wealth Feb 22, 2022 Strengthen client families' communication skills to manage conflict, coordinate action more effectively and minimize unproductive patterns. Help Clients Make Smart Land Preservation Decisions Feb 10, 2022 Quick cash-outs can be shortsighted when it comes to wealth planning and legacy building. Estate Planning for Married Couples With IRAs and 401(k)s Feb 09, 2022 Should proceeds be paid to a bypass trust for the benefit of the surviving spouse? Robert Durst's 'Jinxed' Estate Jan 12, 2022 What happens to the convicted murderer's fortune? Court Upholds Reverse QTIP Election Despite Drafting Error Jan 12, 2022 Spouse didn’t have general power of appointment over marital trusts due to restrictions on removing and replacing trustee. Load More first previous 1 2 3 next last Load More
Ten Ways to Talk About Family Wealth Feb 22, 2022 Strengthen client families' communication skills to manage conflict, coordinate action more effectively and minimize unproductive patterns. Help Clients Make Smart Land Preservation Decisions Feb 10, 2022 Quick cash-outs can be shortsighted when it comes to wealth planning and legacy building. Estate Planning for Married Couples With IRAs and 401(k)s Feb 09, 2022 Should proceeds be paid to a bypass trust for the benefit of the surviving spouse? Robert Durst's 'Jinxed' Estate Jan 12, 2022 What happens to the convicted murderer's fortune? Court Upholds Reverse QTIP Election Despite Drafting Error Jan 12, 2022 Spouse didn’t have general power of appointment over marital trusts due to restrictions on removing and replacing trustee. Load More first previous 1 2 3 next last Load More
Help Clients Make Smart Land Preservation Decisions Feb 10, 2022 Quick cash-outs can be shortsighted when it comes to wealth planning and legacy building. Estate Planning for Married Couples With IRAs and 401(k)s Feb 09, 2022 Should proceeds be paid to a bypass trust for the benefit of the surviving spouse? Robert Durst's 'Jinxed' Estate Jan 12, 2022 What happens to the convicted murderer's fortune? Court Upholds Reverse QTIP Election Despite Drafting Error Jan 12, 2022 Spouse didn’t have general power of appointment over marital trusts due to restrictions on removing and replacing trustee. Load More first previous 1 2 3 next last Load More
Estate Planning for Married Couples With IRAs and 401(k)s Feb 09, 2022 Should proceeds be paid to a bypass trust for the benefit of the surviving spouse? Robert Durst's 'Jinxed' Estate Jan 12, 2022 What happens to the convicted murderer's fortune? Court Upholds Reverse QTIP Election Despite Drafting Error Jan 12, 2022 Spouse didn’t have general power of appointment over marital trusts due to restrictions on removing and replacing trustee. Load More first previous 1 2 3 next last Load More
Robert Durst's 'Jinxed' Estate Jan 12, 2022 What happens to the convicted murderer's fortune? Court Upholds Reverse QTIP Election Despite Drafting Error Jan 12, 2022 Spouse didn’t have general power of appointment over marital trusts due to restrictions on removing and replacing trustee. Load More first previous 1 2 3 next last Load More
Court Upholds Reverse QTIP Election Despite Drafting Error Jan 12, 2022 Spouse didn’t have general power of appointment over marital trusts due to restrictions on removing and replacing trustee. Load More first previous 1 2 3 next last Load More
