Open book
Case Summaries

The Top Ten Estate Planning and Estate Tax Development of 21

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
Jan 12, 2022
Estate Planning Current Developments (December 2021)
Download PDF
Case Summaries
Jan 3, 2022
Washington Update (January 3, 2022)
Download PDF
Case Summaries
Jan 3, 2022
The Top Ten Estate Planning and Estate Tax Developments of 2021
Download PDF
Case Summaries
Jan 3, 2022
Estate Tax Changes Past, Present, and Future (January 3, 2022 )
Download PDF
Case Summaries
Jan 3, 2022
Washington Update (With Selected Cases)
Download PDF
Case Summaries
Oct 29, 2021
Nongrantor Trusts – Structuring Checklist
Download PDF
Case Summaries
Sep 10, 2021
Transfer Planning in 2021, Including Transfers in Anticipation of Possible Retroactive Transfer Tax Legislation
Download PDF
Heckerling Musings
Sep 10, 2021
Heckerling Musings 2021 and Estate Planning Current Developments
Download PDF
Current Developments
May 13, 2021
Estate Planning Current Developments and Hot Topics (May 2021)
Download PDF
ACTEC Summaries
May 10, 2021
ACTEC 2021 Annual Meeting Musings
Download PDF

Please contact us