Trusts & Estates Articles

Estate plans originate in  a number of ways, but in every one, early on in the process, the client interacts with at least one "estate ...

Throughout history, many cultures have imposed restrictions on the right of an individual to freely bequeath assets. The historical basis of forced heirship was to ...

On Dec. 17. 17, 2010, President Obama signed into law the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (the Act).  The ...

Over the last few years, there have been several articles written, as well as the issuance of Private Letter Rulings, regarding the potential benefits and ...

Financial professionals do it. Insurance professionals do it. Actuaries certainly do it. Yet we, as tax and estate planning professionals, all too often recommend techniques and strategies without doing ...

The important role Trusts & Estates attorneys have as family counselors is the topic of this New York Law Journal article.

The important role Trusts & Estates attorneys have as family counselors is the topic of this New York Law Journal article.

Many tax and estate planing professionals are aware of the basic tax rules governing dedications for charitable contributions.  They know the general distinctions ...

The disclaimer can be a helpful tax and estate planning tool if used correctly. Often, the disclaimer is employed as a postmortem remedial device to ...