HeroBanner_ProfessionalPartners_Q1_2023-v3
Current Developments

Estate Planning Current Developments (November 2023)

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.

Case Summaries
Jul 12, 2022
New Proposed Regulations Will Limit Graegin Loans and Much More
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
Current Developments
Jan 12, 2022
Estate Planning Current Developments (December 2021)
Download PDF
Case Summaries
Jan 3, 2022
The Top Ten Estate Planning and Estate Tax Developments of 2021
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