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30 Rock, Oysters, and Generation-Skipping Transfer Tax

USA - April 12 2017 Billionaire David Rockefeller, the grandson of John D. Rockefeller, passed away recently at the age of 101. In 2017, Forbes estimated that his…

Stephanie L. Moll.

It’s income tax time again . . . But don’t forget about the gift tax return

USA - March 26 2014 It's that time of the year again…tax time! Like it or not, when tax season rolls around it is time for most Americans to add "do taxes" to the…

Linsey Glosier.

Planning for the end you want

USA - February 10 2014 Recent news stories such as that of Marlise Muñoz in Texas and auto racing star Michael Schumacher serve as a reminder of the importance of…

Anne H. Jump.

Federal Appellate Court affirms dismissal of widow’s action for damages against trustees for filing fraudulent information return

USA - October 10 2013 On October 1, 2013, in Vandenheede v. Vecchio, the U.S. Court of Appeals for the Sixth Circuit affirmed the U.S. District Court for the Eastern…

Tiffany N. McKenzie.

Missouri court opens the door to fiduciary liability for non-trustees

USA - September 12 2013 It is hard to imagine how Jean McClure could have breached a fiduciary duty to the Les Galeytrust when she was not a trustee and never received any…

Andrew M. Bleyer.