Open book
Case Summaries

Top Ten Estate Planning and Estate Tax Developments of 2022

For your clients

Five short videos offering time-tested wealth planning insights.

Seeking Wisdom banner image
Video Series

Seeking Wisdom: Lessons learned about designing wealth plans that last, and more

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 9, 2023
Washington Update (January 9, 2023)
Download PDF
Case Summaries
Jan 9, 2023
The Top Ten Estate Planning and Estate Tax Developments of 2022
Download PDF
Current Developments
Jan 6, 2023
Estate Planning Current Developments and Hot Topics 2022 (December 2022)
Download PDF
Case Summaries
Aug 17, 2022
Estate Tax Changes Past, Present, and Future (August 17, 2022 )
Download PDF
Case Summaries
Aug 17, 2022
Washington Update (With Selected Cases)
Download PDF
Case Summaries
Jul 12, 2022
New Proposed Regulations Will Limit Graegin Loans and Much More
Download PDF
Case Summaries
Jul 1, 2022
Grantor Retained Annuity Trusts (GRATs) and Installment Sales to Grantor Trusts, July 2022
Download PDF
Case Summaries
Jul 1, 2022
The Statute of Limitations and Disclosure Rules for Gifts, July 2022
Download PDF
Heckerling Musings
Jun 7, 2022
Heckerling Musings 2022 and Estate Planning Current Developments
Download PDF
Current Developments
Mar 16, 2022
Estate Planning Current Developments (March 16, 2022)
Download PDF

Please contact us