Estate Planning: The Human Perspective

The estate tax exemption is scheduled to be cut by half in 2026. For married couples spousal lifetime access trusts (“SLATs”) are the go-to tool…

Many clients and many CPAs themselves should be using asset protection trusts in their planning. We live in an incredibly litigious society so this type of planning is appropriate for a wide swath of clients not only surgeons…

NEW DEVELOPMENTS AFFECTING ESTATE AND RELATED PLANNING HAVE BEEN ISSUED AT A FURIOUS PACE THAT HAS MADE ABSORBING THE CHANGES INTO PRACTICE CHALLENGING, IF NOT IMPOSSIBLE. THIS SESSION WILL REVIEW A FEW OF THE MANY RECENT DEVELOPMENTS AND HOW THEY AFFECT ESTATE AND RELATED PLANNING…

Once the trust is created and funded, helping assure that the client comply with the formalities of the trust (which often includes entities) are all adhered to, is critical. Improper administration of the trust will undermine the tax and asset protection benefits intended…