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Case Summaries

Elcan v. Commissioner, Tax Court Docket No. 3405-25 (Petition filed March 14, 2025) – GRATs, Substitution Powers and Grantor Notes

Wealth Planning

Ways to Give

Heckerling Musings

Heckerling Musings 2012 and Other Current Developments (April 9, 2012)

Wealth Planning

Have You Considered an Irrevocable Life Insurance Trust (ILIT)?

Life As You Live It

Insuring Against Wildfire Damage

Life As You Live It

Art Collecting as a Philanthropic Pursuit

Case Summaries

The Top Ten Estate Planning and Estate Tax Developments of 2022

Investment Management

2023 Outlook: Assessing the Aftershocks

Wealth Planning

Blocking and Tackling: Year-End Income Tax Planning in 2022

Life As You Live It

When Your Child Becomes a Legal Adult