Many deductions allowed to an individual for federal income tax purposes for certain expenses or costs incurred have been permanently eliminated, or suspended or limited until 2026 by the 2017 Tax Act(“Act”...
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Joe is a married 55-year-old surgeon with three adolescent children. He has accumulated substantial assets in addition to his high annual income. Joe would like an estate plan that provides for his family and f...
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Wealth preservation Planning for the future State plan with Asset protection features Risk Management...
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Financial markets intersection and technology Machine Learning Understanding the Markets Artificial Super Intelligence ...
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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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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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