Insights for professional partners

Case Summaries

Top Ten Estate Planning and Estate Tax Developments of 2019

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 23, 2020
Estate Planning and Current Developments and Hot Topics (December 2019)
Case Summaries
Jan 8, 2020
Top Ten Estate Planning and Estate Tax Developments of 2019
ACTEC Summaries
Dec 18, 2019
ACTEC 2019 Fall Meeting Musings
Case Summaries
Oct 23, 2019
Washington Update (Selected Cases)
Case Summaries
Oct 9, 2019
CCA 201939002 — Anticipated Merger Must be Considered in Valuing Stock
Case Summaries
Sep 6, 2019
Washington Update (September 6, 2019)
Case Summaries
Sep 6, 2019
Estate Tax Changes Past, Present, and Future (August 2019)
ACTEC Summaries
Sep 6, 2019
ACTEC 2019 Summer Meeting Musings (Including “Income Tax Planning Strategies for the Advisor’s Toolkit”)
Case Summaries
Aug 26, 2019
Estate of Aaron U. Jones v. Commissioner, T.C. Memo. 2019-101
Case Summaries
Jul 2, 2019
Kaestner Trust — Supreme Court Guidance for State Trust Income Taxation

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