Open book
Current Developments

Estate Planning Current Developments (September 2020)

We are pleased to share our insights with our professional partners, including Heckerling and ACTEC meeting summaries, timely commentary on policymaking, and insights on a range of court cases.

Current Developments
Sep 11, 2020
Estate Planning Current Developments (September 2020)
Download PDF
Heckerling Musings
Aug 23, 2020
Heckerling Musings 2020 and Estate Planning Current Developments
Download PDF
Case Summaries
Aug 20, 2020
Washington Update (With Selected Cases)
Download PDF
Case Summaries
Aug 20, 2020
Estate Tax Changes Past, Present, and Future (August 20, 2020 )
Download PDF
Case Summaries
Jul 24, 2020
Estate of Bolles v. Commissioner, T.C. Memo. 2020-71 –Treatment of Advances as Legitimate Loans vs. Gifts
Download PDF
Tax insights
Jul 22, 2020
Best Planning Ideas for Today’s Tax Laws
Download PDF
ACTEC Summaries
Jul 20, 2020
ACTEC 2020 Annual Meeting Musings
Download PDF
Case Summaries
Jul 13, 2020
Washington Update (July 13, 2020 )
Download PDF
Case Summaries
Jul 13, 2020
The Statute of Limitations and Disclosure Rules for Gifts, July 2020
Download PDF
Case Summaries
Jul 13, 2020
Grantor Retained Annuity Trusts (GRATs) and Installment Sales to Grantor Trusts, July 2020
Download PDF

Please contact us