Below you will find articles from our legal journals on a variety of pressing legal topics.
Professor Christopher Hoyt from University of Missouri-Kansas City discusses tax saving strategies. What strategies work best, and what are the most common problems estate planners encounter? What actions can be taken to overcome the challenges and...
Estate Planning for the Family Business Owner will feature a prestigious faculty composed of some of the most experienced, prolific, and talented practitioners in estate planning, tax, insurance, and employee benefits, who will offer the latest...
San Francisco, September 11, 2018. American Law Institute Continuing Legal Education (ALI CLE) has announced that International Trust and Estate Planning 2018 will be held on November 1 - 2, 2018, in San Francisco, California. This annual...
Estate planners eager to help their clients make the most of the temporarily doubled estate and gift tax exemption have a daunting array of planning techniques to pick from with no one-size-fits-all solutions. “We’ve got a whole bunch of options...
The exclusion of several professional service fields from the benefits of the new pass-through deduction left many professionals dismayed, but non-grantor trusts could help bypass that obstacle. Grantor trusts have been the entity of choice for...
Ronald Aucutt provides expert insights in his nearly 90 minute presentation at ALI CLE's Planning Techniques for Large Estates 2018 annual conference. Aucutt's segment, Sales to IDITs, GRATs, Etc., covered a number of areas including: Yse if...
Although the IRS has indicated that regulations addressing the deductibility of estate executor and trustee fees are coming, practitioners say the ultimate outcome is far from certain. At issue is how the temporary repeal of miscellaneous itemized...
The following publication, Estate Tax Changes: Past, Present, and Future, is part of the course materials to be discussed, in part, by Ronald Aucutt at the ALI CLE Planning Techniques for Large Estates 2018 conference on April 25-27, 2018....