APRIL 2023

Estate Planning & Taxation | Insurance | Art, Auctions & Antiques

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SPECIAL FEATURE:

ESTATE PLANNING & TAXATION
New Uniform Law Permits Electronic Signatures on Estate Planning Documents
States may enact companion legislation.

COMMITTEE REPORT: INSURANCE
A Trustee Designs a Template for ILIT Reviews
This standardized approach increases efficiency and reduces risk.

The GRAT Enhancement Strategy
Use life insurance to move appreciation of successfully
transferred assets to a dynasty trust.

Understanding Private Placement Life Insurance
Planning opportunities and pitfalls.

Selecting the Best Fit in Long-Term Care Coverage
What’s new in the LTC marketplace.

ANNUAL SPECIAL REPORT: ART, AUCTIONS & ANTIQUES
Fractional Interests in Artwork
A possible asset class and investment opportunity.

A Legacy in Book Form
A client can document the emotional significance and actual monetary value of their possessions.

Funding a Charitable Remainder Trust With Art
Benefits include an up-front income tax deduction.

Navigating the Estate Administration Of Art Collections
How to administer artwork located in different jurisdictions.

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