What is AB trust planning?
If a married couple has an AB Trust estate plan when the first spouse dies, an amount equal to the federal estate tax exemption will
klaus.gottlieb
March 21, 2022
What are the rules for fiduciary income taxes in California?
The IRS requires the filing of an income tax return for trusts and estates on Form 1041 — formerly known as the fiduciary income tax
klaus.gottlieb
March 20, 2022
The Future of Wealth Care
Forces that shape estate planning over the next 20 years – and a call to action By K. Gottlieb, Esq. published in the July-August 2022
klaus.gottlieb
February 23, 2022
Estate Planning for a Brave New World by Hugh Magill
This is the short title of a video contributed by attorney R. Hugh Magill, EVP at Northern Trust. The full title of the presentation is:
klaus.gottlieb
February 23, 2022
Why is Big Law not interested in Trusts and Estates?
Why Big Law firms don’t have trust and estates sections Many individuals with a corporate job who are used to dealing with large law firms
klaus.gottlieb
February 23, 2022
Powers of Appointment – An incredibly flexible estate planning tool
To cut to the chase, Power of Appointment means the power to declare who gets what, how much and when. “Power of appointment” is a term
klaus.gottlieb
February 1, 2022
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