New IRS Proposed Regs Target Donor-Advised Funds Nov 29, 2023 They could expand the number of accounts that qualify as DAFs and the pool of persons subject to applicable excise taxes. Thinking Ahead – A Wise Approach to Special Needs Trusts Nov 29, 2023 Draft estate planning documents with flexibility to account for a future diagnosis. Seven Reasons to Start Planning Before Exemption Change Nov 28, 2023 Use it or lose it. 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 Tips From the Pros: Estate Planning for Middle Rich Clients Nov 28, 2023 Stick to the basics. Is That Really the Bargain Price? Nov 28, 2023 In the world of philanthropy, there are “bargains” as well, but they may be lost without proper documentation. Tax Law Update December 2023 Nov 28, 2023 The biggest tax-related developments of the past month. Tax-Wise Charitable Remainder Trust Planning Nov 28, 2023 Getting it right; fixing up the other guy’s mistakes. Yes Virginia, Trustees Have a Duty to Minimize State Income Taxes on Trusts Nov 28, 2023 An argument as to why fiduciaries can’t ignore this analysis. Pre-Mortem Will Validation Nov 28, 2023 A few jurisdictions allow testators to road test their estate planning. The Unexpected Half-Life of A Terminating Grantor Trust or QSST Nov 28, 2023 Focus on preventing an inadvertent end to S corp status. Capital Gains and Estate Planning Nov 28, 2023 First, do no harm. Litigation of Nominations and Dispositions Favoring Stepchildren Under Pre-Divorce Instruments Nov 28, 2023 Careful drafting can prevent lawsuits. Progressive or Regressive? Nov 28, 2023 Some contrarian questions about new-fangled trust codes. Load More 1 2 3 next last Load More
Thinking Ahead – A Wise Approach to Special Needs Trusts Nov 29, 2023 Draft estate planning documents with flexibility to account for a future diagnosis. Seven Reasons to Start Planning Before Exemption Change Nov 28, 2023 Use it or lose it. 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 Tips From the Pros: Estate Planning for Middle Rich Clients Nov 28, 2023 Stick to the basics. Is That Really the Bargain Price? Nov 28, 2023 In the world of philanthropy, there are “bargains” as well, but they may be lost without proper documentation. Tax Law Update December 2023 Nov 28, 2023 The biggest tax-related developments of the past month. Tax-Wise Charitable Remainder Trust Planning Nov 28, 2023 Getting it right; fixing up the other guy’s mistakes. Yes Virginia, Trustees Have a Duty to Minimize State Income Taxes on Trusts Nov 28, 2023 An argument as to why fiduciaries can’t ignore this analysis. Pre-Mortem Will Validation Nov 28, 2023 A few jurisdictions allow testators to road test their estate planning. The Unexpected Half-Life of A Terminating Grantor Trust or QSST Nov 28, 2023 Focus on preventing an inadvertent end to S corp status. Capital Gains and Estate Planning Nov 28, 2023 First, do no harm. Litigation of Nominations and Dispositions Favoring Stepchildren Under Pre-Divorce Instruments Nov 28, 2023 Careful drafting can prevent lawsuits. Progressive or Regressive? Nov 28, 2023 Some contrarian questions about new-fangled trust codes. Load More 1 2 3 next last Load More
Seven Reasons to Start Planning Before Exemption Change Nov 28, 2023 Use it or lose it. 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
Tips From the Pros: Estate Planning for Middle Rich Clients Nov 28, 2023 Stick to the basics. Is That Really the Bargain Price? Nov 28, 2023 In the world of philanthropy, there are “bargains” as well, but they may be lost without proper documentation. Tax Law Update December 2023 Nov 28, 2023 The biggest tax-related developments of the past month. Tax-Wise Charitable Remainder Trust Planning Nov 28, 2023 Getting it right; fixing up the other guy’s mistakes. Yes Virginia, Trustees Have a Duty to Minimize State Income Taxes on Trusts Nov 28, 2023 An argument as to why fiduciaries can’t ignore this analysis. Pre-Mortem Will Validation Nov 28, 2023 A few jurisdictions allow testators to road test their estate planning. The Unexpected Half-Life of A Terminating Grantor Trust or QSST Nov 28, 2023 Focus on preventing an inadvertent end to S corp status. Capital Gains and Estate Planning Nov 28, 2023 First, do no harm. Litigation of Nominations and Dispositions Favoring Stepchildren Under Pre-Divorce Instruments Nov 28, 2023 Careful drafting can prevent lawsuits. Progressive or Regressive? Nov 28, 2023 Some contrarian questions about new-fangled trust codes. Load More 1 2 3 next last Load More
Is That Really the Bargain Price? Nov 28, 2023 In the world of philanthropy, there are “bargains” as well, but they may be lost without proper documentation. Tax Law Update December 2023 Nov 28, 2023 The biggest tax-related developments of the past month. Tax-Wise Charitable Remainder Trust Planning Nov 28, 2023 Getting it right; fixing up the other guy’s mistakes. Yes Virginia, Trustees Have a Duty to Minimize State Income Taxes on Trusts Nov 28, 2023 An argument as to why fiduciaries can’t ignore this analysis. Pre-Mortem Will Validation Nov 28, 2023 A few jurisdictions allow testators to road test their estate planning. The Unexpected Half-Life of A Terminating Grantor Trust or QSST Nov 28, 2023 Focus on preventing an inadvertent end to S corp status. Capital Gains and Estate Planning Nov 28, 2023 First, do no harm. Litigation of Nominations and Dispositions Favoring Stepchildren Under Pre-Divorce Instruments Nov 28, 2023 Careful drafting can prevent lawsuits. Progressive or Regressive? Nov 28, 2023 Some contrarian questions about new-fangled trust codes. Load More 1 2 3 next last Load More
Tax Law Update December 2023 Nov 28, 2023 The biggest tax-related developments of the past month. Tax-Wise Charitable Remainder Trust Planning Nov 28, 2023 Getting it right; fixing up the other guy’s mistakes. Yes Virginia, Trustees Have a Duty to Minimize State Income Taxes on Trusts Nov 28, 2023 An argument as to why fiduciaries can’t ignore this analysis. Pre-Mortem Will Validation Nov 28, 2023 A few jurisdictions allow testators to road test their estate planning. The Unexpected Half-Life of A Terminating Grantor Trust or QSST Nov 28, 2023 Focus on preventing an inadvertent end to S corp status. Capital Gains and Estate Planning Nov 28, 2023 First, do no harm. Litigation of Nominations and Dispositions Favoring Stepchildren Under Pre-Divorce Instruments Nov 28, 2023 Careful drafting can prevent lawsuits. Progressive or Regressive? Nov 28, 2023 Some contrarian questions about new-fangled trust codes. Load More 1 2 3 next last Load More
Tax-Wise Charitable Remainder Trust Planning Nov 28, 2023 Getting it right; fixing up the other guy’s mistakes. Yes Virginia, Trustees Have a Duty to Minimize State Income Taxes on Trusts Nov 28, 2023 An argument as to why fiduciaries can’t ignore this analysis. Pre-Mortem Will Validation Nov 28, 2023 A few jurisdictions allow testators to road test their estate planning. The Unexpected Half-Life of A Terminating Grantor Trust or QSST Nov 28, 2023 Focus on preventing an inadvertent end to S corp status. Capital Gains and Estate Planning Nov 28, 2023 First, do no harm. Litigation of Nominations and Dispositions Favoring Stepchildren Under Pre-Divorce Instruments Nov 28, 2023 Careful drafting can prevent lawsuits. Progressive or Regressive? Nov 28, 2023 Some contrarian questions about new-fangled trust codes. Load More 1 2 3 next last Load More
Yes Virginia, Trustees Have a Duty to Minimize State Income Taxes on Trusts Nov 28, 2023 An argument as to why fiduciaries can’t ignore this analysis. Pre-Mortem Will Validation Nov 28, 2023 A few jurisdictions allow testators to road test their estate planning. The Unexpected Half-Life of A Terminating Grantor Trust or QSST Nov 28, 2023 Focus on preventing an inadvertent end to S corp status. Capital Gains and Estate Planning Nov 28, 2023 First, do no harm. Litigation of Nominations and Dispositions Favoring Stepchildren Under Pre-Divorce Instruments Nov 28, 2023 Careful drafting can prevent lawsuits. Progressive or Regressive? Nov 28, 2023 Some contrarian questions about new-fangled trust codes. Load More 1 2 3 next last Load More
Pre-Mortem Will Validation Nov 28, 2023 A few jurisdictions allow testators to road test their estate planning. The Unexpected Half-Life of A Terminating Grantor Trust or QSST Nov 28, 2023 Focus on preventing an inadvertent end to S corp status. Capital Gains and Estate Planning Nov 28, 2023 First, do no harm. Litigation of Nominations and Dispositions Favoring Stepchildren Under Pre-Divorce Instruments Nov 28, 2023 Careful drafting can prevent lawsuits. Progressive or Regressive? Nov 28, 2023 Some contrarian questions about new-fangled trust codes. Load More 1 2 3 next last Load More
The Unexpected Half-Life of A Terminating Grantor Trust or QSST Nov 28, 2023 Focus on preventing an inadvertent end to S corp status.
Capital Gains and Estate Planning Nov 28, 2023 First, do no harm. Litigation of Nominations and Dispositions Favoring Stepchildren Under Pre-Divorce Instruments Nov 28, 2023 Careful drafting can prevent lawsuits. Progressive or Regressive? Nov 28, 2023 Some contrarian questions about new-fangled trust codes. Load More 1 2 3 next last Load More
Litigation of Nominations and Dispositions Favoring Stepchildren Under Pre-Divorce Instruments Nov 28, 2023 Careful drafting can prevent lawsuits. Progressive or Regressive? Nov 28, 2023 Some contrarian questions about new-fangled trust codes. Load More 1 2 3 next last Load More
Progressive or Regressive? Nov 28, 2023 Some contrarian questions about new-fangled trust codes. Load More 1 2 3 next last Load More
