Trusts & Estates: October 2023 Digital Edition Sep 25, 2023 THE ANNUAL CHARITABLE GIVING ISSUE A Sneak Peek at the Potential 2024 Estate and Gift Tax Rates Sep 22, 2023 Wherever there's change, there's also opportunity. Can 'Magic Numbers' Boost Charitable Donations? Sep 20, 2023 DAF startup Daffy recently experienced a jump in activity after embracing the significance of the number 18 in... 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 Debunks Heavily Advertised Trust Strategy for Income Taxes Sep 20, 2023 New Chief Counsel Memorandum deems promotional materials misstate and mischaracterize the technique's efficacy in certain circumstances. Dynasty Trusts: Separating Fact from Fiction Sep 20, 2023 Economical estate planning, creditor protection and peace of mind for HNW clients in the face of sunsetting Trump-era estate exemption limits. Planning for Digital Assets 101 Sep 19, 2023 From Bitcoin to Gmail accounts, the rules governing ownership, storage and transferability of digital assets differ significantly from traditional forms of wealth. The Ugly Side of Charitable Remainder Trusts Sep 18, 2023 IRS cracks down on abusive tax schemes. From Grantmaking to Problem Solving: The Power of Charitable LLCs Sep 18, 2023 Donors are starting to use new and existing corporate structures to bring about social change. Defining a Philanthropic Legacy Through Donor Intent Sep 18, 2023 A critical step in the giving process. Payday Mayday–Compensation Rules for Private Foundations and Public Charities Sep 18, 2023 Avoiding excise taxes before it’s too late. A Different Kind of Philanthropy Sep 18, 2023 How IRC Section 501(c)(4) organizations can help clients meet their goals. Classifying An Asset for Charitable Purposes Sep 18, 2023 It’s not enough to show that it isn’t held as an investment or to produce income. Charitable Giving Trends: A Brief Overview Sep 18, 2023 The Giving USA Report provides insights to help meet our clients’ situations and goals Load More 1 2 3 4 next last Load More
A Sneak Peek at the Potential 2024 Estate and Gift Tax Rates Sep 22, 2023 Wherever there's change, there's also opportunity. Can 'Magic Numbers' Boost Charitable Donations? Sep 20, 2023 DAF startup Daffy recently experienced a jump in activity after embracing the significance of the number 18 in... 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 Debunks Heavily Advertised Trust Strategy for Income Taxes Sep 20, 2023 New Chief Counsel Memorandum deems promotional materials misstate and mischaracterize the technique's efficacy in certain circumstances. Dynasty Trusts: Separating Fact from Fiction Sep 20, 2023 Economical estate planning, creditor protection and peace of mind for HNW clients in the face of sunsetting Trump-era estate exemption limits. Planning for Digital Assets 101 Sep 19, 2023 From Bitcoin to Gmail accounts, the rules governing ownership, storage and transferability of digital assets differ significantly from traditional forms of wealth. The Ugly Side of Charitable Remainder Trusts Sep 18, 2023 IRS cracks down on abusive tax schemes. From Grantmaking to Problem Solving: The Power of Charitable LLCs Sep 18, 2023 Donors are starting to use new and existing corporate structures to bring about social change. Defining a Philanthropic Legacy Through Donor Intent Sep 18, 2023 A critical step in the giving process. Payday Mayday–Compensation Rules for Private Foundations and Public Charities Sep 18, 2023 Avoiding excise taxes before it’s too late. A Different Kind of Philanthropy Sep 18, 2023 How IRC Section 501(c)(4) organizations can help clients meet their goals. Classifying An Asset for Charitable Purposes Sep 18, 2023 It’s not enough to show that it isn’t held as an investment or to produce income. Charitable Giving Trends: A Brief Overview Sep 18, 2023 The Giving USA Report provides insights to help meet our clients’ situations and goals Load More 1 2 3 4 next last Load More
Can 'Magic Numbers' Boost Charitable Donations? Sep 20, 2023 DAF startup Daffy recently experienced a jump in activity after embracing the significance of the number 18 in... 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 Debunks Heavily Advertised Trust Strategy for Income Taxes Sep 20, 2023 New Chief Counsel Memorandum deems promotional materials misstate and mischaracterize the technique's efficacy in certain circumstances. Dynasty Trusts: Separating Fact from Fiction Sep 20, 2023 Economical estate planning, creditor protection and peace of mind for HNW clients in the face of sunsetting Trump-era estate exemption limits. Planning for Digital Assets 101 Sep 19, 2023 From Bitcoin to Gmail accounts, the rules governing ownership, storage and transferability of digital assets differ significantly from traditional forms of wealth. The Ugly Side of Charitable Remainder Trusts Sep 18, 2023 IRS cracks down on abusive tax schemes. From Grantmaking to Problem Solving: The Power of Charitable LLCs Sep 18, 2023 Donors are starting to use new and existing corporate structures to bring about social change. Defining a Philanthropic Legacy Through Donor Intent Sep 18, 2023 A critical step in the giving process. Payday Mayday–Compensation Rules for Private Foundations and Public Charities Sep 18, 2023 Avoiding excise taxes before it’s too late. A Different Kind of Philanthropy Sep 18, 2023 How IRC Section 501(c)(4) organizations can help clients meet their goals. Classifying An Asset for Charitable Purposes Sep 18, 2023 It’s not enough to show that it isn’t held as an investment or to produce income. Charitable Giving Trends: A Brief Overview Sep 18, 2023 The Giving USA Report provides insights to help meet our clients’ situations and goals Load More 1 2 3 4 next last Load More
Dynasty Trusts: Separating Fact from Fiction Sep 20, 2023 Economical estate planning, creditor protection and peace of mind for HNW clients in the face of sunsetting Trump-era estate exemption limits. Planning for Digital Assets 101 Sep 19, 2023 From Bitcoin to Gmail accounts, the rules governing ownership, storage and transferability of digital assets differ significantly from traditional forms of wealth. The Ugly Side of Charitable Remainder Trusts Sep 18, 2023 IRS cracks down on abusive tax schemes. From Grantmaking to Problem Solving: The Power of Charitable LLCs Sep 18, 2023 Donors are starting to use new and existing corporate structures to bring about social change. Defining a Philanthropic Legacy Through Donor Intent Sep 18, 2023 A critical step in the giving process. Payday Mayday–Compensation Rules for Private Foundations and Public Charities Sep 18, 2023 Avoiding excise taxes before it’s too late. A Different Kind of Philanthropy Sep 18, 2023 How IRC Section 501(c)(4) organizations can help clients meet their goals. Classifying An Asset for Charitable Purposes Sep 18, 2023 It’s not enough to show that it isn’t held as an investment or to produce income. Charitable Giving Trends: A Brief Overview Sep 18, 2023 The Giving USA Report provides insights to help meet our clients’ situations and goals Load More 1 2 3 4 next last Load More
Planning for Digital Assets 101 Sep 19, 2023 From Bitcoin to Gmail accounts, the rules governing ownership, storage and transferability of digital assets differ significantly from traditional forms of wealth. The Ugly Side of Charitable Remainder Trusts Sep 18, 2023 IRS cracks down on abusive tax schemes. From Grantmaking to Problem Solving: The Power of Charitable LLCs Sep 18, 2023 Donors are starting to use new and existing corporate structures to bring about social change. Defining a Philanthropic Legacy Through Donor Intent Sep 18, 2023 A critical step in the giving process. Payday Mayday–Compensation Rules for Private Foundations and Public Charities Sep 18, 2023 Avoiding excise taxes before it’s too late. A Different Kind of Philanthropy Sep 18, 2023 How IRC Section 501(c)(4) organizations can help clients meet their goals. Classifying An Asset for Charitable Purposes Sep 18, 2023 It’s not enough to show that it isn’t held as an investment or to produce income. Charitable Giving Trends: A Brief Overview Sep 18, 2023 The Giving USA Report provides insights to help meet our clients’ situations and goals Load More 1 2 3 4 next last Load More
The Ugly Side of Charitable Remainder Trusts Sep 18, 2023 IRS cracks down on abusive tax schemes. From Grantmaking to Problem Solving: The Power of Charitable LLCs Sep 18, 2023 Donors are starting to use new and existing corporate structures to bring about social change. Defining a Philanthropic Legacy Through Donor Intent Sep 18, 2023 A critical step in the giving process. Payday Mayday–Compensation Rules for Private Foundations and Public Charities Sep 18, 2023 Avoiding excise taxes before it’s too late. A Different Kind of Philanthropy Sep 18, 2023 How IRC Section 501(c)(4) organizations can help clients meet their goals. Classifying An Asset for Charitable Purposes Sep 18, 2023 It’s not enough to show that it isn’t held as an investment or to produce income. Charitable Giving Trends: A Brief Overview Sep 18, 2023 The Giving USA Report provides insights to help meet our clients’ situations and goals Load More 1 2 3 4 next last Load More
From Grantmaking to Problem Solving: The Power of Charitable LLCs Sep 18, 2023 Donors are starting to use new and existing corporate structures to bring about social change. Defining a Philanthropic Legacy Through Donor Intent Sep 18, 2023 A critical step in the giving process. Payday Mayday–Compensation Rules for Private Foundations and Public Charities Sep 18, 2023 Avoiding excise taxes before it’s too late. A Different Kind of Philanthropy Sep 18, 2023 How IRC Section 501(c)(4) organizations can help clients meet their goals. Classifying An Asset for Charitable Purposes Sep 18, 2023 It’s not enough to show that it isn’t held as an investment or to produce income. Charitable Giving Trends: A Brief Overview Sep 18, 2023 The Giving USA Report provides insights to help meet our clients’ situations and goals Load More 1 2 3 4 next last Load More
Defining a Philanthropic Legacy Through Donor Intent Sep 18, 2023 A critical step in the giving process. Payday Mayday–Compensation Rules for Private Foundations and Public Charities Sep 18, 2023 Avoiding excise taxes before it’s too late. A Different Kind of Philanthropy Sep 18, 2023 How IRC Section 501(c)(4) organizations can help clients meet their goals. Classifying An Asset for Charitable Purposes Sep 18, 2023 It’s not enough to show that it isn’t held as an investment or to produce income. Charitable Giving Trends: A Brief Overview Sep 18, 2023 The Giving USA Report provides insights to help meet our clients’ situations and goals Load More 1 2 3 4 next last Load More
Payday Mayday–Compensation Rules for Private Foundations and Public Charities Sep 18, 2023 Avoiding excise taxes before it’s too late.
A Different Kind of Philanthropy Sep 18, 2023 How IRC Section 501(c)(4) organizations can help clients meet their goals. Classifying An Asset for Charitable Purposes Sep 18, 2023 It’s not enough to show that it isn’t held as an investment or to produce income. Charitable Giving Trends: A Brief Overview Sep 18, 2023 The Giving USA Report provides insights to help meet our clients’ situations and goals Load More 1 2 3 4 next last Load More
Classifying An Asset for Charitable Purposes Sep 18, 2023 It’s not enough to show that it isn’t held as an investment or to produce income. Charitable Giving Trends: A Brief Overview Sep 18, 2023 The Giving USA Report provides insights to help meet our clients’ situations and goals Load More 1 2 3 4 next last Load More
Charitable Giving Trends: A Brief Overview Sep 18, 2023 The Giving USA Report provides insights to help meet our clients’ situations and goals Load More 1 2 3 4 next last Load More
