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

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

The Tax Increase Prevention Act of 2014
By Carol G. Kroch, Marguerite Weese, and Drew Horwitz
December 2014

Top Ten year-End Planning Strategies
By Bruce F. Hoffmeister, Esq.
November 2014

Donor Remorse: Common Mistakes in Charitable Giving
By Carol G. Kroch, Esq.
October 2014

The Flexibility and Freedom of a Delaware Directed Trust
By: Carol G. Kroch, Esq.,
Jeffrey C. Wolken, Esq.
October 2014

Make the Most of your Real Estate Investments: Estate planning considerations for residences and vacation homes
By: Donna Barwick,
June 2014

Maryland Increases its Estate Tax Exemption Amount Creating more favorable estate tax laws to help retain high-net-worth residents
By: Thomas Kelley and Eric Wyss,
May 2014

Dramatic Changes for Trusts & Estates Laws in NY State
By: Sharon Klein,
May 2014

The NY Non-Profit Revitalization Act Brings Major Overhaul for Non-profits and Charitable Trusts
By: Sharon Klein,
March 2014

Proposed Changes to New York Law may Impact Gifting Strategies for Residents
By: Sharon Klein,
March 2014

Top Ten Year-End Planning Tips
December 2013

Tax-Powered Philanthropy: Doing well by doing good could be even better in 2013
By: Carol G. Kroch, Esq.,
November 2013

Why Trusts Still Matter: The Brave New World of Estate Planning
September 2013

Low Interest Rates Still Present Attractive Planning Opportunities
By: Carol G. Kroch, Esq.,
August 2013

Issues and Insights: Diversity and Disability
By: Richard W. Nenno,
Martin M. Shenkman,
Orlando Lucero,
November 2011

Issues and Insights: Protecting Your Assets: What You Should Know about the Safety of Your Financial Accounts
Updated: July 2011

Issues and Insights: Highlights of Key Tax Provisions of Interest to High-Net-Worth Individuals and Business Owners in the 2010 Health Reform Legislation
By: Donald P. DiCarlo, J.D., LL.M. (Tax)
April 2010

Issues and Insights: Smart Money Sense While Traveling Abroad
December 2008

Issues and Insights: The Trust from Hell: Can It Be Moved to a Celestial Jurisdiction?
By Richard W. Nenno
July 2008

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