Sitemap - 2024 - State of Estates

2514(e) Crummey Powers: The Ultimate Guide to Form 709

Powers of Appointment and Disinheritance: A Vicious Combination

Weeks in Review: April 27 - May 10, 2024

End of an Estate Tax Inclusion Period (ETIP): The Ultimate Guide to Form 709

What Are Marital Trusts?

The SLAT Series, Part IV: Forward-Looking Application of IRC Section 2036

Webinar: Why You Should Care About GST Tax

An Intro to Retained Interest Trusts

Weeks in Review: April 12 – 26, 2024

The End of Non-Competes as We Know Them?

C and S Corporations for Estate Planners: Eligible Shareholder Requirements

Sale of Property Subject to Specific Devise

The New SECURE Act Regulations: A Teaser

Estate Plan Changes During Pending Divorce: Interesting Outcomes?

April Office Hours and Week(s) in Review: March 30-April 11, 2024

C and S Corporations for Estate Planners: Income-Shifting and Grantor Trusts

A Sampling of POD/TOD Issues

Investment Partnerships and Distributions Under IRC Section 731: A Confusing, Often-Mislabeled Concept

What Are Descendants’ Trusts?

Week(s) in Review: March 16-29, 2024

Incomplete Gift Crummey Powers: The Ultimate Guide to Form 709

An Intro to Trustee Distribution Powers

Family Limited Partnerships and IRC Section 2036: A High-Level Overview

C and S Corporations for Estate Planners: IRC Section 303 Stock Redemptions After Death

March Office Hours; Business and Article Roundup through March 15, 2024

The Patchwork of Perpetuities Periods

What is a Credit Shelter Trust?

From the Archives: The IRC Section 691(c) Deduction

Funding an ILIT; and 21 Common ILIT Errors

Business and Article Roundup: Week Ending March 1, 2024

C and S Corporations for Estate Planners: Constructive Dividends and Intro to Stock Redemptions

Gifts to 529 Plans: The Ultimate Guide to Form 709

An Intro to Powers of Appointment

Week in Review: February 23, 2024

C and S Corporations for Estate Planners, Mini-Feature: PLR 202407005

Planning for the Sunset of the Basic Exclusion Amount

Article Summaries: Week Ending February 16, 2024

C and S Corporations for Estate Planners: Tax Accounting

A Little-Known Gift Tax Exclusion: Transfers in the Ordinary Course of Business

The Intersection of Charitable Remainder Trusts and Estate Tax, Part I

How Are ILITs Used To Generate Estate Liquidity?

How are Trusts Divided for the Next Generation?

What is an Intentionally Defective Grantor Trust (IDGT)?

Hanging Crummey Powers: The Ultimate Guide to Form 709

Revocable Versus Irrevocable Trusts: A High-Level Framework

The SLAT Series, Part III: Issues with Grantor Trust Status

Upcoming Office Hours - Jan. 31 - Feb. 7, 2024

C and S Corporations in Estate Planning: Basics of Stock Basis

The Ultimate Guide to Form 709: An Intro

Estate Planning Business Update, January 19, 2024

The SLAT Series, Part II: Income Tax Status

Timing of Creating Trusts

Introduction to ILITs

List of Estate Tech (to be Updated Periodically)

Index of Griffin's YouTube Videos

C and S Corporations in Estate Planning: An Introduction

Everything You Ever Wanted To Know About Trusts: An Intro

Announcing The New Subscription Addition to State of Estates