Explore the planning challenges for individuals with significant wealth but few liquid assets. The estate tax is due nine months after the date of death, and the federal government generally […]
Many U.S.- based families have one or more family members living outside the country for many years or even permanently. Other families acquire property in a foreign country. This session […]
At the end of 2025, the increase in the estate tax applicable exclusion amount made in 2017 is scheduled to sunset, cutting the exclusion in half. This session will discuss […]
There is no such thing as a trust that can avoid all conflict among beneficiaries or between beneficiaries and trustees. But much can be done during drafting and administration to […]
This presentation will update attendees on 2024 legislative and regulatory developments, rulings and cases in estate planning and gifts, generation-skipping transfers and fiduciary income tax. We’ll also discuss how the […]
