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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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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