Archive - State of Estates

Grantor Trusts and Substitution Powers, Part 4

Joint Contributors, and Related Issues

Jun 18 •

Griffin Bridgers

Anatomy of a Crummey Power: The Exercise Period

How long does a withdrawal right last?

Jun 12 •

Griffin Bridgers

AI in Estate Planning: Improved External Tools

Changing how we engage

Jun 9 •

Griffin Bridgers

Mismatches in the Remaining Gift Tax Basic Exclusion vs. GST Exemption

What causes one to be greater than the other?

Jun 5 •

Griffin Bridgers

Basis Rules and Gifted Property: Determining Depreciation Schedules

What rules apply to determine the donee’s applicable recovery period?

Jun 3 •

Griffin Bridgers

May 2025

C and S Corporations for Estate Planners: Stock Dividends

A brief overview of a complex topic

May 29 •

Griffin Bridgers

Webinar Recording: IRA Separate Account Rules

A high-level overview of new and proposed rules

May 23 •

Griffin Bridgers

Grantor Trusts and Powers to Revoke

Exploring IRC Section 676

May 20 •

Griffin Bridgers

Basis of Assets Distributed from a Roth IRA

A simple answer to a complex question

May 15 •

Griffin Bridgers

A Not-So-Big-Or-Beautiful Article on Tax Reform

Introducing round 1 of proposals

May 13 •

Griffin Bridgers

AI in Estate Planning: Preventing AI Review of Documents

Should you protect your forms?

May 8 •

Griffin Bridgers

Grantor Trusts and Spousal Attribution

Payment of trust income tax until death does you part?

May 6 •

Griffin Bridgers

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