Ever wonder why we don’t spend much time thinking about the income
Continue Reading What’s the “origin of the claim” doctrine and why should trusts and estates litigators care?

Ever wonder why we don’t spend much time thinking about the income…
Continue Reading What’s the “origin of the claim” doctrine and why should trusts and estates litigators care?
It’s an election year, which means if you’re a trusts and estates…
Continue Reading Tax the Rich?
Faith-based arbitration clauses are legally enforceable. See Spivey v. Teen Challenge of …
Continue Reading Will a faith-based arbitration clause disqualify your trust for tax purposes?Anyone can tell you what the current state of the law is…
Continue Reading Predicting the future of the U.S. estate tax
For the first time in over a decade we have permanent federal…
Continue Reading After The Fiscal Cliff Deal: Estate And Gift Tax Explained
While we know what the federal estate tax rules are until the…
Continue Reading Tax Court: Is a beneficiary’s claim to a distributive share of the estate tax deductible?
The competitive pressures and technical complexities of a sophisticated estate planning practice…
Continue Reading Estate planners beware: to err is human, but the cover up can land you in jail
United States v. MacIntyre, ___ F.Supp.2d ___, 2012 WL 2403491 (S.D.
Continue Reading S.D. Tex: Unpaid taxes on $35 million gift + bad legal advice = personal liability for executor and trustee
Steve Akers of Bessemer Trust is one of the best speakers you’ll…
On December 17, 2010, President Obama signed H.R. 4853, the Middle…
Continue Reading Great charts summarizing new Estate, Gift and GST Tax rules