Income Tax

The Loper Bright case, decided by SCOTUS at the beginning of July, and which overruled its 1984 decision in Chevron v. Natural Resources Defense Council, Inc., represents a generation change in the importance of all Federal regulations from…

InterActive Legal, Peak Trust Company, and Shenkman Law invite you to a complimentary webinar on “Flexible Beneficiary Trusts” – a trust design strategy for keeping assets protected from creditors and potential spendthrift beneficiaries…

Too often planning articles and conferences use a “Cleaver family” as the touchstone for planning. The reality is that intact married family units constitute a small percentage of the population. Further, a tremendous percentage of the…

Non ILS subscribers can rent this recorded webinar on-demand. The SECURE Act has been part of the estate planning landscape for more than a year, but some planners are understandably still considering how (or if) it impacts their clients.…

The tax world is likely to change (yet again!) and if so, that will have far reaching economic effects. You and your clients need be prepared...not later this year, not later this month, but NOW. Although we cannot know what will be…

Creating trusts for estate planning and Medicaid planning is an essential tool for every estate planning and elder law attorney. However, any time a trust is created, there are income tax consequences that could be both unexpected and…

Join us for a complimentary in-depth discussion of two recent court opinions of great importance, both of which should be considered in trust planning and in trust administration.

The Tax Cuts and Jobs Act (the Act) has radically changed income and estate taxation for many Americans, calling for new approaches to various aspects of planning for U.S. individuals. Although changes also were made to…

This session will begin with a primer on planning for foreign clients who have domestic property or U.S. beneficiaries, including steps that should be taken if the client intends to immigrate to the United States

This presentation will discuss many of the tax and non-tax consequences of debt on property when transferred or later imposed on the property or later relieved.