Estate, Trust & Probate

Estate Planner – July-August

Posted on in Estate, Trust & Probate, Publications

Net gain for taxpayers: Tax Court approves net gift strategy Wealth preserver: Use an ILIT to shield life insurance proceeds from estate tax Estate planning for the young and affluent: How to hedge your bets Estate Planning Red Flag: Your spouse’s estate didn’t make the portability election 2014 – Estate Planner – July August

2013 Estate Planner – November-December

Posted on in Estate, Trust & Probate, Publications

Estate planning in divorce: Don’t put it off Prepare your estate plan for postmortem flexibility The U.S. Supreme Court DOMA ruling: How it affects estate planning for same-sex spouses Estate Planning Red Flag: You haven’t discussed planned gifts with the charities that will receive them 2013 – Estate Planner – November December Issue