Issues & Insights
Issues & Insights
Research & Insights
Issues & Insights

Our latest insights on today's trust and planning issues.

IRS Attacks Valuation Discounts
By: Frederick M. Hopkins
September 2016

Make the Most of your Real Estate Investments
By: Donna G. Barwick
September 2016

Wealth Transfer Strategies for Rising Interest Rates
By: Bruce F. Hoffmeister
March 2016

The Flexibility and Freedom of a Delaware Directed Trust
By: Carol G. Kroch, Esq.,
Jeffrey C. Wolken, Esq.
February 2016

Protecting Americans from Tax Hikes (PATH) Act of 2015
By Marguerite Weese, Drew Horwitz, and Carol G. Kroch
February 2016

Donor Remorse: Common Mistakes in Charitable Giving
By Carol G. Kroch, Esq.
February 2016

Tax-Powered Philanthropy
By: Carol G. Kroch, Esq.,
February 2016

Top Ten Year-End Planning Strategies
By Donna G. Barwick, CFP®
October 2015

Why Trusts Still Matter: The brave new world of estate planning
By Mary Hickok, Bruce Hoffmeister, and Sharon Klein
September 2015

Tying the Knot — or Not? Supreme Court ruling on same-sex marriage
By Bruce Hoffmeister
July 2015

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