Which tax-free transactions will trigger an estate tax if the taxpayer dies after the higher exemption amount sunsets?
Does transparency help beneficiaries better prepare?
Postmortem publicity rights take center stage in a recent lawsuit over use of a well-endowed local celebrity’s image.
Donor’s reporting mistakes related to gifts didn’t cause an election out.
Effective tax and estate planning is key to growing AUM when clients experience financial windfalls.
How practitioners, firms and family can help.
With fast evolving changes in regulations, taxes and applications, recordkeeping is key.
Is this a tax evasion scheme or a legitimate planning strategy?
Drafting tips and considerations for trustees and their advisors.
