Nevada is one of the few states, that has a statute that allows the creation of a self-settled spendthrift trust to protect one's assets from creditors. As a practitioner in this state, I may be biased in sayin...
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A trust is a "grantor trust" for income purposes to the extent that under the rules articulated in subpart E (section 671 through 679) of part 1 of subchapter J and chapter 1 of the Internal Revenue Code of 198...
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○ Most gifts to charities are in the form of cash or marketable securities. ○ Gifts of illiquid assets are a creative way to make large contributions with amazing benefits for the charity and donor. ○ Gif...
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Given the current economy and the uncertainty of today’s political climate, many in the es-tate planning field have their eyes on Washington, D.C., looking to see if dramatic changes to the current transfer t...
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For those who want to give back, one of the first decisions that must be made is to determine what philanthropic tools are best suited for one’s individual charitable goals and financial circumstances. One ph...
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When families think about estate planning, they usually focus on how to transfer financial assets, such as money, property, art, and other material assets. However, there is a critical element missing. When thi...
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Competition among wealth managers for high-wealth clients is fierce. In order to attract and retain such clients, wealth managers must now offer a wide range of sophisticated services. For years, two of these s...
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Authors Martin Shenkman and Jonathan Blattmachr examine how estate planners can use technology as an important part of the planning team and render services that remain relevant to the late swath of aging clien...
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Estate Administrator Checklist contains a series of the steps which are below: Initial Steps Asset Inventory Other Essential Steps Payment of Expenses Closing Steps Please go through the PDF to get more informa...
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