Lance S. Hall explores the rights and restrictions of an undivided interest holder and how they may affect traditional discounts.

William H. Frazier discusses the recent hearing on proposed regs and other developments.

Nathan J. Greene suggests how you can help family offices consider their responsibilities.

Martin E. Lybecker, Domingo P. Such and Stephen A. Keen suggest how engagement letters may help steer clear of such issues.

Amy F. Altman discusses why it's important to ask clients about their funeral arrangements.

Misunderstandings concerning the requirements of IRC Section 1043

Notice 2017-15 clarifies applicable exclusion amount and GST issues

Despite the possible repeal, estate planning attorneys attending their biggest professional conference said they remain optimistic about the need for their services, and see a closer working relationship with financial advisors.

Help your clients prepare for these changes.

Asking your clients personal questions can lead to more tailored planning and documents.