Self-Settled Trusts Should Not Be Included in a Decedent's Taxable Estate - Analysis Section 2036(a)(1): Assets gifted by Decedent (in trust or otherwise) but Decedent retained for life: “The right to the i...
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Choice of jurisdiction Opportunities using Out-pf-State Trusts Dynasty Trusts Domestic Asset Protection Trusts Hybrid DAPTs Trust Decanting State Income Tax Savings View PDF...
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Why you have to tell clients to plan NOW! And SLATs will be a common tool for many...
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Spousal lifetime access trusts (“SLATs”) may be the most common planning technique for married clients to use in 2020 as the tax environment remains uncertain after the election. This webinar will explore h...
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Doctors and their practices are common targets for terrible and aggressive lawsuits which are commonly based upon bad results from treatment or procedures that have nothing to do with the doctor's skills or act...
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Especially Treacherous Liabilities Liabilities generally not cancelable in bankruptcy include the following: Government student loans Trust fund tax liability Hazardous waste liability Breach of fiduciary duty ...
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This is the time to discuss lifestyle levels and why anyone needs to spend more than they can afford to for living....
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While the world and even the United States has been through much tougher times, the present cash crunch, financial devastations, and social disorder that businesses and self-employed individuals find themselves...
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This presentation will explore various planning strategies that practitioners may employ to help clients capitalize on the estate tax environment created by the 2017 tax act, with consideration of these newer d...
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