| October 12, 2016 James Dougherty and Sarah Verano In Estate of Heller, the Tax Court addressed a question of first impression: whether an estate may take a theft loss that befell property it didn’t hold directly. FULL ARTICLE |
Sandra G. Swirski Whether or not the Clinton Foundation or Trump Foundation are doing anything illegal, the optics are awful. FULL ARTICLE |
Ken Nopar While most advisors feel that it’s not their responsibility to identify charities that clients should support, they can help many of their clients understand how to best vet and work with nonprofit organizations. FULL ARTICLE |
Bill Boersma We’re doing an IRC Section 1035 tax-free exchange of the two policies into a single annuity. FULL ARTICLE |
Christina M. Mason and Sean F. McLernon Duke University recently filed a claim against the estate of Aubrey McClendon for payment of nearly $10 million in outstanding charitable pledges, once again raising the question of whether and to what extent charitable pledges are legally enforceable. FULL ARTICLE |
E-Book Available Martin M. Shenkman, Jonathan Blattmachr, Ira S. Herman and Joy Matak Every wealthy client, and every practitioner who advises wealthy clients, needs to understand how these regs affect planning opportunities and react to this quickly. READ THE E-BOOK |
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