Heckerling panel discusses value of policies for income and estate tax purposes.

A good appraisal can be key to a taxpayer’s success against the IRS.

Partnerships are a required tool for estate planners.

Two fellowship participants share their experiences.

New (as well as old) issues arising after death.

To what extent can a trustee allow for beneficiaries’ wishes and still retain settlor intent?

Sold as a tax play, it’s more about the policy and the agent.

What advisors can learn from hot water heaters.

IRS changes its position in CCA 202352018.

Just because you have a tool doesn’t mean you should use it.