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Louis Harrison and Beth Fox Authored Trusts and Estates Article

Spousal trusts can present delicate drafting and advisory issues for estate planners, and recent IRS and Tax Court rulings have amplified those challenges. In 2022 and going forward, preserving the…

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Louis S. Harrison Quoted in U.S. Tax Court Case Smaldino v. Commissioner

By: Lou Harrison and Natalie Perry In the recent U.S. Tax Court Smaldino v. Commissioner, T.C. Memo. 2021-127, November 10, 2021, Mr. Smaldino and his wife each made gifts of…

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Scrivener’s Errors Cause Havoc in Estate Plan

Harrison & Held, LLP attorney, Beth Fox, shares her case with wealthmanagement.com. PLR deems judicial modifications of trust don’t impact generation-skipping tax exemption. Read the full article here.

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Michael Craven presents on “An Estate Planners’ & Trusted Financial Advisors’ Guide to Pre & Post Nuptial Agreements”

Harrison & Held Partner, Michael Craven presented on  “An Estate Planners' & Trusted Financial Advisors' Guide to Pre & Post Nuptial Agreements”  at the  Chicago Financial Planning Group on February 24,…

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