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Hot Topics for Private Clients and Family Offices from the 2024 Heckerling Institute on Estate Planning – Part Two | Warner Norcross + Judd

In our previous blog post on the 2024 Heckerling Institute on Estate Planning, we highlighted some of the concepts and cases related to valuation that were discussed at the conference.. ....

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How to Use Your Estate Plan to Save Tax Now: A Timely Update

Consider an upstream basis trust and a general power of appointment for an older family member to reduce capital gains taxes on highly appreciated assets. ....

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Bloomberg Tax Announces 2023 Recipients of Outstanding Author Awards for Estates, Gifts, and Trusts

Bloomberg Tax Announces 2023 Recipients of Outstanding Author Awards for Estates, Gifts, and Trusts
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That Life Insurance Policy May Be Worth More (Or Less) Than You Think

That Life Insurance Policy May Be Worth More (Or Less) Than You Think
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Live from Heckerling: Increasing Diversity in Estate Planning

Two fellowship participants share their experiences in the estate planning field. ....

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