Browse My Most Recent Articles

May 7, 2013
Portability versus credit shelter trusts

March 21, 2013
Rethinking planning for couples with estates under $5 million

February 12, 2013
Tax Act increases income taxation of trusts

January 28, 2013
Life insurance fares well under new tax laws

December 19, 2012
I.R.C. Section 2642(c)(2) Trusts

October 16, 2012
New 3.8 percent Medicare surtax: a possible boon to the life insurance industry

September 12, 2012
Reciprocal SLATs

August 8, 2012
QPRTs vs IDGT sale-leasebacks

July 9, 2012
A perfect storm for gifting: Top reasons why your clients should act now

June 11, 2012
Life insurance and divorce

May 10, 2012
QPRTs vs IDGT sale-leasebacks

April 11, 2012
Generation-skipping trusts

March 13, 2012
Estate tax provisions of President Obama's proposed budget for 2013

February 16, 2012
A comparison of college savings plans

January 17, 2012
4 potential scenarios for the future of the estate tax

January 2, 2012
Power to substitute insurance policy in trust

December 12, 2011
Estate planning for non-citizen spouses

November 15, 2011
Recent bankruptcy case a blow to DAPTs

September 12, 2011
Fractional interest transfers of life insurance

August 23, 2011
How will the new debt limit bill affect the gift and estate tax?

July 18, 2011
Using defined value clauses to avoid unintended gift taxes with hard-to-value assets

June 23, 2011
The five levels of estate planning — updated

May 5, 2011
Lifetime gifting opportunities under the Tax Relief Act of 2010

April 12, 2011
Funding non-qualified deferred compensation plans with life insurance

March 24, 2011
Don't bypass the bypass trust

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