The Spousal Lifetime Access Trust: A Gifting and Creditor Protection Technique

Understanding and Taking Maximum Advantage of the GST Rules

Properly Preparing the Form 709 (Gift Tax Return)

Estate Administration for IRAs and Qualified Plans After the SECURE Act

The Mathematics of Estate Planning for IRAs After the SECURE Act

Charity and The Tax Code (After the SECURE Act)

How to Market and Sell More IRA Beneficiary Trusts – – After the SECURE Act

Sales to Grantor Trusts

The Biden Estate Tax Cliff: What Every Advisor Needs to Know About Dynasty Trusts

Best of the Best: The Very Best Tax Planning Ideas in 2020