Wealth Watch
   View Web Version  |  Add to Safe Sender List
The Estate Planner

A Newsletter for estate planning practitioners

The Estate Planner
 

October 5, 2016

Lawmakers Target Spending Bill to Block Estate Tax Rules

Allyson Versprille and Aaron E. Lorenzo

Allyson Versprille and Aaron E. Lorenzo discuss the opposition efforts to stop the proposed regulations from being finalized.

FULL ARTICLE


When It Comes to Estate Tax, Clinton and Trump Surprisingly Agree

Charlie Douglas

Charlie Douglas weighs in on a striking commonality in the presidential candidates' proposed tax plans.

FULL ARTICLE


Best Practices for Charitable Gifts to Individuals

Jennifer Pagnillo and Avery Armas

Jennifer Pagnillo and Avery Armas share some considerations to take into account when making gifts to needy individuals.

FULL ARTICLE


Payments Owed to Trump Go to His Foundation Instead—But Who Paid the Taxes?

Michael L. Wyland

Michael L. Wyland discusses the recent investigation of the presidential candidate's charitable activities.

FULL ARTICLE


IRS Clarifies DSUE QTIP Election and Relief for Unnecessary Elections

Joseph C. Mahon

FULL ARTICLE


 

WHITE PAPERS


WEALTH MANAGEMENT WIRE