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Another Chapter on Corporate-Owned Life Insurance.
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- Journal of Financial Service Professionals, 2023, v. 77, n. 5, p. 25
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Parents at the Estate Planning Carnival.
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- Journal of Financial Service Professionals, 2023, v. 77, n. 3, p. 25
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Estate and Tax Planning for S Corporation Owners.
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- Journal of Financial Service Professionals, 2023, v. 77, n. 1, p. 21
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Rising Interest Rates Reshuffle the Deck of Estate Planning Techniques.
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- Journal of Financial Service Professionals, 2022, v. 76, n. 5, p. 23
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The Estate Planning Process: Open Up, Gather Up, Follow Up.
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- Journal of Financial Service Professionals, 2022, v. 76, n. 1, p. 14
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Grandparents, Gifts, and Estate Planning.
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- Journal of Financial Service Professionals, 2021, v. 75, n. 5, p. 15
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Qualified Personal Residence Trust Sales in an Active Real Estate Market.
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- Journal of Financial Service Professionals, 2021, v. 75, n. 3, p. 17
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Business Interest Transfers: Gifts and Sales.
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- Journal of Financial Service Professionals, 2021, v. 75, n. 1, p. 14
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Estate Planning during the Pandemic.
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- Journal of Financial Service Professionals, 2020, v. 74, n. 5, p. 15
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Estate Planning with Retirement Assets after the SECURE Act.
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- Journal of Financial Service Professionals, 2020, v. 74, n. 3, p. 15
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How About a Large Gift? Why Wait?
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- Journal of Financial Service Professionals, 2020, v. 74, n. 1, p. 15
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Succession Planning for Trustees (and Grantors).
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- Journal of Financial Service Professionals, 2019, v. 73, n. 5, p. 21
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When It's Time to Add a Shareholder.
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- Journal of Financial Service Professionals, 2019, v. 73, n. 3, p. 23
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Tax Law Remix May Shift Priorities for Business Owners.
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- Journal of Financial Service Professionals, 2019, v. 73, n. 1, p. 24
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Revisions and Reconsiderations with the New Tax Law.
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- Journal of Financial Service Professionals, 2018, v. 72, n. 5, p. 21
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Estate Taxation: Greater Certainty for a While.
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- Journal of Financial Service Professionals, 2018, v. 72, n. 3, p. 22
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Will You Be the One Who Leads the Succession Planning Process?
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- Journal of Financial Service Professionals, 2018, v. 72, n. 1, p. 17
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Estate Tax Planning: Until the Other Shoe Drops.
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- Journal of Financial Service Professionals, 2017, v. 71, n. 5, p. 21
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When Life Insurance Earns Its Keep.
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- Journal of Financial Service Professionals, 2017, v. 71, n. 3, p. 23
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Perspectives on Buy-Sell Agreements.
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- Journal of Financial Service Professionals, 2017, v. 71, n. 1, p. 21
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The Estate Planning Interview.
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- Journal of Financial Service Professionals, 2016, v. 70, n. 5, p. 19
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Does Your Client Need Asset Protection Planning?
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- Journal of Financial Service Professionals, 2015, v. 69, n. 3, p. 22
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Planning for Disability with Marital Trusts.
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- Journal of Financial Service Professionals, 2014, v. 68, n. 5, p. 15
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Should Assets Stay in a Nonmarital Trust or Be Distributed to a Surviving Spouse?
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- Journal of Financial Service Professionals, 2014, v. 68, n. 3, p. 14
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Transfer Taxes Stay but Low Interest Rates May Go.
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- Journal of Financial Service Professionals, 2013, v. 67, n. 5, p. 19
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New Estate and Income Tax Rates May Change Perspective for Major Gifts.
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- Journal of Financial Service Professionals, 2013, v. 67, n. 3, p. 10
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Welcome to 2013: Spousal Access Trusts Still Attractive for Business Owners.
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- Journal of Financial Service Professionals, 2013, v. 67, n. 1, p. 17
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Defined Value Clause Offers Gift Tax Planning Certainty.
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- Journal of Financial Service Professionals, 2012, v. 66, n. 5, p. 14
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Disability Buyout Considerations.
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- Journal of Financial Service Professionals, 2012, v. 66, n. 3, p. 16
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Nontax Fundamentals in Trust Planning.
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- Journal of Financial Service Professionals, 2012, v. 66, n. 1, p. 17
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Large Gift Tax Exemption Opens the Window for Gifts of Business Interests.
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- Journal of Financial Service Professionals, 2011, v. 65, n. 5, p. 19
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Estate Plans Need Flexibility in Current Tax Law Environment.
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- Journal of Financial Service Professionals, 2011, v. 65, n. 3, p. 14
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Is That Gift a Present Interest?
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- Journal of Financial Service Professionals, 2010, v. 64, n. 3, p. 11
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Family Limited Partnership Update and Planning Thoughts.
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- Journal of Financial Service Professionals, 2010, v. 64, n. 1, p. 19
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Gifts, Loans, and Advancements Take Center Stage in This Economy.
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- Journal of Financial Service Professionals, 2009, v. 63, n. 5, p. 15
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Larger Estate Tax Exclusion Warrants a New Look at Planning Strategies.
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- Journal of Financial Service Professionals, 2009, v. 63, n. 3, p. 15
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Tax Planning from All Angles.
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- Journal of Financial Service Professionals, 2007, v. 61, n. 3, p. 20
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Which Assets Pass Muster for Trust Funding?
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- Journal of Financial Service Professionals, 2007, v. 61, n. 1, p. 22
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Estate Planning Strategies: When Is a Buy-Sell "Comparable" to an Arm's-Length Agreement?
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- Journal of Financial Service Professionals, 2006, v. 60, n. 5, p. 22
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THE FAMILY LIMITED PARTNERSHIP WHEEL KEEPS TURNING.
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- Journal of Financial Service Professionals, 2006, v. 60, n. 1, p. 13
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ESOPs FOR S CORPORATIONS: AN IDEA WHOSE TIME HAS COME.
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- Journal of Financial Service Professionals, 2005, v. 59, n. 5, p. 12
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THE TRUE CASE: ARM'S- LENGTH PRICE STANDARD IN BUY-SELL PLANNING.
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- Journal of Financial Service Professionals, 2005, v. 59, n. 3, p. 22
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LIFE INSURANCE FUNDING STRATEGIES FOR BUY-SELL AGREEMENTS.
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- Journal of Financial Service Professionals, 2005, v. 59, n. 1, p. 10
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FAMILY LIMITED PARTNERSHIP PLANNING: FILTER OUT THE NOISE, FIND THE MUSIC.
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- Journal of Financial Service Professionals, 2004, v. 58, n. 5, p. 27
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IRREVOCABLE, BUT NOT FOREVER?
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- Journal of Financial Service Professionals, 2004, v. 58, n. 3, p. 20
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NEW TAX RATES OFFER A NEW LOOK FOR MANY PLANNING TECHNIQUES.
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- Journal of Financial Service Professionals, 2004, v. 58, n. 1, p. 24
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WHO WILL BE THE TRUSTEE?
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- Journal of Financial Service Professionals, 2003, v. 57, n. 5, p. 25
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