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



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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