Facilitating Life Settlements

Jeff Hallman and Scott Thomas

Life settlements have steadily gained greater recognition as a vital financial planning tool.

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Don’t Be a Jumbo Dumbo

Bill Boersma

It's important to understand the concept of jumbo limits and explain it to your clients.

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New Jersey Enacts the Uniform Trust Code

Richard D. Sanders

Richard D. Sanders presents some key highlights of the recently effective law.

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Should You Be Checking Your Client’s Email?

Bryan D. Kirk

It makes sense that the Revised Uniform Fiduciary Access to Digital Assets Act has been developed to enable you as a fiduciary to step into someone else’s shoes when they die or lose capacity.

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UBI Tax Not Applied to Receivables Left by Decedent

Andrew M. Nerney and Andrew B. Seiken

What happens if the exempt organization is the beneficiary of unrelated business income but didn’t conduct the activities that created the benefit?

FULL ARTICLE

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