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Tax Planning in Uncertain Times: Charitable Giving

USA - August 26 2020 For those who are charitably inclined, planning techniques are available that may provide for both income and transfer tax savings in the current…

Jennifer Clump Davis

Q&A: Using a trust protector

USA - July 30 2018 Many people who create irrevocable trusts are uncomfortable giving up control of their assets to a trustee, especially a corporate trustee. Even if…

What does the IRS’ Michael Jackson dispute mean for celebrity estate planning?

USA - February 16 2018 When Michael Jackson died in 2009, he left behind a convoluted legacy that has presented issues for fans and tax collectors alike, and the legal…

Year-end planning: It’s all about timing

USA - December 28 2017 Congress has passed the Tax Cuts and Jobs Act, a sweeping overhaul and reform of the federal tax code that takes effect Jan. 1, 2018. Below are…