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

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

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

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

Donor Remorse: Common Mistakes in Charitable Giving
By Carol G. Kroch, Esq.
February 2015

Tax-Powered Philanthropy
By: Carol G. Kroch, Esq.,
February 2015

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

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
By: Donna Barwick,
June 2014

Maryland Increases its Estate Tax Exemption Amount
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

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