Educational Alerts
Elder law is an increasingly important area of law for clients. This month’s Alert examines a Wisconsin case concerning an Irrevocable trust which was included.... [read more]
This month’s Alert examines the continuing uncertainty with the Estate and Gift Tax and the unique, limited-time opportunities which are available now. .... [read more]
This month’s Alert examines when the income of a trust may be considered available to creditors. The Alert examines a case involving the availability for.... [read more]
This month's Alert reviews the inflation adjustments applicable to federal taxation in 2012. It examines changes in the estate, gift, and generation skipping transfer taxes,.... [read more]
This month's Alert examines how effective use of disclaimers can save millions in taxes. The Alert examines a ruling request presented to the IRS involving.... [read more]
This month’s alert examines the current, perhaps short-lived, opportunity for clients to give away millions of dollars during their lifetime without a gift tax. Unless.... [read more]
With more than half of marriages ending in divorce, an increasing number of families are “blended families.” The Alert this month examines the unique issues.... [read more]
This month's Alert examines the importance of proper IRA beneficiary designations. The Alert examines a case in which the stretch of IRA distributions was not.... [read more]
The Alert this month examines "portability" and the steps necessary to take advantage of it under newly-released regulations. .... [read more]
The estate tax exclusion is scheduled to revert to $1 million at year-end from the current level of $5.12 million. This Alert examines the current.... [read more]
