Charitable Gift Annuities May Answer the Fixed Income Question

Dec 13, 2016

A charitable gift annuity can provide a surrogate for fixed income during retirement in an environment of low interest rates that may linger for decades.

CRUT Division Pursuant to Divorce Permitted

Dec 08, 2016

IRS approved converting one charitable remainder unitrust into two

Unhappy Voters Looking to Move Abroad

Dec 07, 2016

Here are some issues to discuss with your clients who are considering this option.

Fusing Family and Philanthropic Visions

Dec 06, 2016

UHNW families may benefit from a greater understanding of a recently available opportunity to create more for family and charity.

Taxpayer Was Entitled to Challenge Valuation Report

Dec 06, 2016

First Circuit sends Cavallaro case back to the Tax Court

Six Tips For Depression Era Trusts' Judgment Day

Dec 02, 2016

Consider six issues to help families prepare for termination

Wealthy Seen Snaring a $21 Billion Gift With Trump Tax Overhaul

Nov 30, 2016

With Republicans in power, Congress will be looking to repeal or reform the federal estate and gift taxes.

Understanding the Risks and Responsibilities of Serving as Trustee

Nov 21, 2016

Best practices to minimize liability

Remind Clients of Importance of Updating Estate Plans

Nov 21, 2016

Recent developments trigger need for review.

Trumpeting 10 Year-End Tax Strategies Before They Evaporate

Nov 18, 2016

In light of Donald Trump’s election and his pre-election platform to reduce marginal income tax rates, there are several planning strategies that should be considered as part of your client’s year-end planning. John O. McManus...