Administering Special Needs Trusts

Planning for Loved Ones with Disabilities

Creative & Overlooked Charitable Planning Techniques Every Advisor Should Know

What’s So Special About Special Needs Trusts?

SCIN-GRATs: Combing a Bet-to-Live Technique with a Bet-to-Die Technique to Hedge Mortality Risk

The CPA’s Role in Asset Protection Planning

Saving Federal and State Income Taxes Using a Non-Grantor Trust

The Pros and Cons of Using the Portability QTIP, After Rev. Proc. 2016-49 & 2017-34

Last-Minute Crisis Planning for Seriously Ill Clients – – In More Detail

The Mathematics of Portability