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Case Summaries

Transfer Planning in 2021, Including Transfers in Anticipation of Possible Retroactive Transfer Tax Legislation

Current Developments

Legislative Update: Biden Administration Priorities, Senator Sanders’ Proposals, and Deemed Sales upon Gifts and at Death (April 2021)

Current Developments

Estate Planning Current Developments and Hot Topics (May 2021)

Investment Management

Electric Vehicles – Rising Demand and Relevance

Heckerling Musings

Heckerling Musings 2021 and Estate Planning Current Developments

Life As You Live It

Changing Energy Market Dynamics

Case Summaries

Grantor Retained Annuity Trusts (GRATs) and Installment Sales to Grantor Trusts, March 2024

Case Summaries

Estate of Howard V. Moore, T.C. Memo 2020-40

Active Equity Management Amid Turbulence

Wealth Planning

Real Estate Closings in the Current Environment