Three checklists to help ensure productive client conversations around philanthropy, and point to some traps for the unwary.
Four key drivers of change.
Clients should file the penalty tax form whether they made the distribution or not.
Welcome relief for foreign nationals who qualify as temporary foreigners.
Cross-generation transitions of ownership, control and management of the family business.
Focus on managing both wealth and risk.
Reporting requirements that every estate planner should know.
UDTA and directed trust statutes come of age.
