Articles

Results 6 to 10 of 151
Most popular |Most recent


IRS Provides Sample Language for “Qualified Contingency” to Meet “Probability of Exhaustion Test”

USA - September 19 2016 One of the many requirements that a trust must meet in order for it to qualify as a Charitable Remainder Annuity Trust (“CRAT”) is the “Probability…

Charles W. Lin.

Review of Income Tax Deduction Rules for Charitable Gifts

USA - August 22 2016 People.com is reporting that Amber Heard, who received a $7 million settlement in her divorce from Johnny Depp this week, is donating the entire $7…

Keith J. Kehrer.

Estate planning during and after divorce

USA - August 17 2016 At a minimum, we recommend that our clients review their existing estate planning documents every few years, and also when big life changes are…

Prince: Is His Legacy Really Untold?

USA - April 28 2016 As we've all seen in the news, musician Prince passed away on April 21, 2016 at the age of 57. According to news sources, on April 26, just five days…

Tiffany N. McKenzie.

Treasury Green Book Proposals — Charitable Contribution Deduction Limitations

USA - March 9 2016 The Department of the Treasury has released the Treasury Green Book for Fiscal Year 2017, which provides explanations of the President's budget…