Virtually, all estate planners are aware that the current "conditions" in the United States are quite different than they have been for several years. One critical condition is that the wealth that was eroded i...
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Carlyn S. McCaffery talks about her thoughts on Grantor Retained Annuity Trusts (GRATs) (Fall 2016)...
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Jonathan Blattmachr discusses Special Trusts and Special Things about Trusts for your Clients (Fall 2016)...
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Karen D. Yardley practices in the areas of estate planning, trust administration and probate. Karen’s estate planning practice includes structuring complex estate plans for high net worth families, the prepar...
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Decanting can be a great way to add flexibility to irrevocable trusts. Beyond correcting scrivener’s errors, resolving ambiguities, or clarifying trust language, decanting allows trustees to change some provi...
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Peak Trust Company hold a workshop called “Drafting Superior Trusts” on September 29, 2016. Covered the following topics: Special Trusts and Special Things about Trusts for Your Clients (Jonathan & Ma...
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William D. Lipkind sharing their experience with the people...
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Competition among wealth managers for high net-worth clients is fierce. In order to attract and retain such clients, wealth managers must now offer a wide range of sophisticated services. For years, two of thes...
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A significant new letter ruling, Ltr. Rul. 200944002, enables planners to provide clients with a strategy that offers not only asset protection, but significant potential estate tax savings and other advantages...
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