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Practical Partnership Panaceas to Common Client Circumstances

Partnerships are a required tool for estate planners.

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Heckerling: Current Issues in Estate Audits and Litigation

A good appraisal can be key to a taxpayer’s success against the IRS.

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Live from Heckerling: Is ESG Investing Sustainable for Trustees?

To what extent can a trustee allow for beneficiaries’ wishes and still retain settlor intent?

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Live from Heckerling: 2023 Estate and Tax Planning Developments

What were the significant tax and non-tax issues of last year? Speakers at Heckerling discuss tax planning, estate planning and philanthropy cases.

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Setting Up a Trust in Other Jurisdictions

Considerations to take into account when establishing trusts in jurisdictions other than the one in which the client lives.

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