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Case Summaries

Congressional Legislative Tax Developments – An Update Following Approval of House Bill

Case Summaries

Washington Update (March 12, 2024)

Current Developments

LOOKING AHEAD – Estate Planning in 2025 & Current Developments (Including Observations from Heckerling 2025)

Case Summaries

Estate Inclusion Risk if Exempt and Non-Exempt Trusts Have Differing Terms

Case Summaries

Overview of Selected Provisions in, Background Behind, and Planning Considerations Under Reconciliation Legislation

Case Summaries

Belmont Investments, LLC v. Commissioner, T.C. Docket No. 14039-25 (Petition filed October 3, 2025) – Basis of Assets in Grantor Trust

Investment Management

Weekly Investment Update (02/06/2026)

Investments

Housing Market Fundamentals and Policy Implications

Investment Management

Weekly Investment Update (02/13/2026)

Investment Management

Weekly Investment Update (02/20/2026)