2023 Trust Decanting Update

Enhancing American Retirement Now: The EARN Act (AKA SECURE 2.0)

2022 Year-End Planning and 2023 Income Tax Planning

The Wild, Wild West of Estate Planning: Estate Planning for Unmarried Couples

The Joint Exempt Step-Up Trust: Wealth Protection and Income Tax Benefits for Non-Community Property State Clients

Special Needs Trusts: Changes, Trends and Trustee Best Practices

New IRC 2053 Proposed Regulations: A 706 Preparer’s Job Enhancement Act

Important Estate Planning Drafting Considerations for Blended Families

Trust Administration: Practical Considerations for Practitioners

Current Important Developments in Estate Planning (May/June 2022)