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Estate & Succession Planning Corner.
- Published in:
- Journal of Passthrough Entities, 2017, v. 20, n. 2, p. 13
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A NOTE FROM THE EDITOR-IN-CHIEF.
- Published in:
- Journal of Passthrough Entities, 2015, v. 18, n. 3, p. 5
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- Article
Estate & Succession Planning Corner.
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- Journal of Passthrough Entities, 2015, v. 18, n. 3, p. 9
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- Article
Changing Circumstances for Post-Mortem Trust Planning.
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- CPA Journal, 2015, v. 85, n. 4, p. 60
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The Practical and Potentially Perilous Pitfalls of Portability.
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- Journal of Financial Planning, 2014, v. 27, n. 4, p. 56
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- Article
Achieving Tax Benefits through the Inter Vivos QTIP Trust.
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- Journal of Wealth Management, 2013, v. 16, n. 1, p. 49, doi. 10.3905/jwm.2013.16.1.049
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- Article
THE NEW SUPER-CHARGED PAT (POWER OF APPOINTMENT TRUST).
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- Houston Law Review, 2011, v. 48, n. 3, p. 507
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- Article
New §736.0505(3) Assures Tax/Asset Protection of Inter Vivos QTIP Trusts.
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- Florida Bar Journal, 2010, v. 84, n. 10, p. 50
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- Article
Estate & Succession Planning Corner.
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- Journal of Passthrough Entities, 2010, v. 13, n. 5, p. 11
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- Article
WHO SHOULD BEAR THE BITE OF ESTATE TAXES ON NON-PROBATE PROPERTY?
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- Creighton Law Review, 2010, v. 43, n. 3, p. 747
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- Article
Estate Planning for Subsequent Marriages.
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- Journal of Financial Service Professionals, 2008, v. 62, n. 1, p. 20
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- Article
"Trusting" Your Estate Plan.
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- AUANews, 2007, v. 12, n. 2, p. 22
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- Article
The Estate-Gift Tax: Why Scrap It?
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- CPA Journal, 2004, v. 74, n. 11, p. 11
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- Article
Elder Care and Estate Planning: Reconciling Strategies.
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- CPA Journal, 2003, v. 73, n. 12, p. 20
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- Article
MARITAL DEDUCTION RELIEF.
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- CPA Journal, 2003, v. 73, n. 10, p. 58
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- Article
COMMON ESTATE PLANNING MYTHS.
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- CPA Journal, 2001, v. 71, n. 10, p. 68
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- Article
Revenue ruling 98-8: Purchases of QTIP remainder interests.
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- CPA Journal, 1998, v. 68, n. 7, p. 58
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- Article
Reapplying the estate of Lucille P. Shelfer V. Commissiner.
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- CPA Journal, 1998, v. 68, n. 4, p. 63
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- Article
Reverse QTIP election-- A true story.
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- CPA Journal, 1997, v. 67, n. 9, p. 70
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- Article
Qualified terminable interest property (QTIP) trusts...
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- CPA Journal, 1997, v. 67, n. 8, p. 58
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- Article
Qualified disclaimers can add flexibility to an estate plan.
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- CPA Journal, 1996, v. 66, n. 9, p. 32
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- Article
An examination of the marital deduction final regulations.
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- CPA Journal, 1995, v. 65, n. 9, p. 44
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QTIP treatment disallowed.
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- CPA Journal, 1995, v. 65, n. 9, p. 61
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Using a Lifetime QTIP Trust.
- Published in:
- Journal of Financial Planning, 1995, v. 8, n. 2, p. 57
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- Article
Brody and Rothermich Reply.
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- Journal of Financial Planning, 1995, v. 8, n. 1, p. 19
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- Article
Taking Issue.
- Published in:
- Journal of Financial Planning, 1995, v. 8, n. 1, p. 19
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- Article
USING A TRUST AS A BENEFICIARY FOR AN IRA OR QUALIFIED PLAN.
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- Journal of Financial Planning, 1992, v. 5, n. 3, p. 126
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- Article