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Special Administrator Not Liable for Estate’s Unpaid Taxes

Nonetheless, a cautionary tale on prioritizing creditors. Special Administrator Not Liable for Estate’s Unpaid Taxes Read Entire Article

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T&E Welcomes New Practitioners Committee Members

Trusts & Estates Magazine Starting this month, you'll notice some new names on our editorial advisory board list. We've added a committee of practitioners we feel have been underrepresented when…

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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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