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TAKE ADVANTAGE OF OUR EXTENSIVE LEGAL KNOWLEDGEBASE FILLED WITH SUBSTANTIVE ARTICLES, PRESENTATION MATERIALS, SAMPLE FORMS, AND OTHER EXCLUSIVE CONTENT DEVELOPED BY NATIONALLY RENOWNED AUTHORS.
SSA CLARIFIES SOLE BENEFITS RULE: TRUSTEES MAY BREATHE A LITTLE EASIER
by Elizabeth Q. Boehmcke, Esq.
ESTATE TAX REPEAL IS NOT A TEMPORARY OR PERMANENT CERTAINTY: HOW TO PLAN NOW
by Jonathan G. Blattmachr and Martin M. Shenkman
SOME GUIDANCE FROM THE FINAL REGULATIONS ON ESTATE TAX INCLUSION FOR GRATS, CRTS AND QPRTS
by Diana S. C. Zeydel, Mitchell M. Gans & Jonathan G. Blattmachr
GIFT TAX SAFETY NETS FOR INSTALLMENT SALES TO GRANTOR TRUSTS
by Jonathan G. Blattmachr and Michael L. Graham
THE ACT OF DECANTING: AMENDING TRUSTS WITHOUT GOING TO COURT
by Jonathan G. Blattmachr, Diana S.C. Zeydel, and Michael L Graham
A BENEFICIARY AS TRUST OWNER: DECODING SECTION 678
by Jonathan G. Blattmachr, Mitchell M. Gans and Alvina H. Lo
HOLY COW! THE IMPOSSIBLE HAS HAPPENED: 2010 WILL START AS A YEAR WITHOUT ESTATE TAX AND WITH CARRYOVER BASIS
by Jonathan G. Blattmachr and Carlyn S. McCaffrey
FAMILY TAX PLANNING FORUM: ROTH IRA CONVERSION PLANNING IN 2011 AND 2012
by Robert S. Keebler, CPA, MST
For more information, visit RetirementBenefitsPlanning