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Current Developments

Recent Proposed Regulations — Anti-Abuse Clawback Exception

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Five short videos offering time-tested wealth planning insights.

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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
May 5, 2022
Washington Update (May 5, 2022)
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Current Developments
Mar 16, 2022
Estate Planning Current Developments (March 16 2022)
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Current Developments
Jan 12, 2022
Estate Planning Current Developments (December 2021)
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Case Summaries
Jan 3, 2022
The Top Ten Estate Planning and Estate Tax Developments of 2021
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Case Summaries
Jan 3, 2022
Estate Tax Changes Past, Present, and Future (January 3, 2022 )
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Case Summaries
Jan 3, 2022
Washington Update (With Selected Cases)
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Case Summaries
Oct 29, 2021
Nongrantor Trusts – Structuring Checklist
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Case Summaries
Sep 10, 2021
Transfer Planning in 2021, Including Transfers in Anticipation of Possible Retroactive Transfer Tax Legislation
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Heckerling Musings
Sep 10, 2021
Heckerling Musings 2021 and Estate Planning Current Developments
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Current Developments
May 13, 2021
Estate Planning Current Developments and Hot Topics (May 2021)
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