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IRS Deems Transfer of Artwork to Museum a Completed Gift

Sometimes, a client’s personal goals can conflict with optimal tax planning and produce disastrous results. Read Entire Article

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A 21-Point Salute to Youth

I've advised generations of families for three decades. They often ask for advice for the younger generations, which we call Generation Two, or G2 for short. Below are 21 points…

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ESTATE & SUCCESSION PLANNING CORNER—Spendthrift Trusts: Much Ado About (Almost) Nothing, or Is It?

ESTATE & SUCCESSION PLANNING CORNER Tax & Accounting US, CCH Research & Learning Wolters Kluwer Creating Creditor Protection Trusts Must Extend Beyond the Spendthrift Provision In discussing the creditor protection…

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“Cultivating Gardens and Cultivating Generations: Purposeful Living as Standard of Care for Elder Law Attorneys,”

25 Elder Law Journal (forthcoming 2018) Trusts & Estates Special Report: Review Of Reviews Sympathetic to the claims that so-called warehousing is generally bad. Another common concern is that because…

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