by acceladmin | Sep 18, 2018 | Articles
This practical program is designed to provide you with actionable insights on over three hundred pages of new IRS policies and procedures from both Treasury Regulations and PLR’s, related to contributions made to Irrevocable Trusts. In 2016, the Service issued...
by acceladmin | Sep 18, 2018 | Articles
Designation of IRA and other retirement account beneficiaries can be a complicated decision for most clients, and Trusts which hold individual retirement accounts are even more complicated. When they converge — for instance, when someone names a trust as a beneficiary...
by acceladmin | Sep 18, 2018 | Articles
President Donald Trump signed the $1.5 trillion tax overhaul into law on Friday, December 22, 2017. Starting next year, the new law will give big cuts to corporations and wealthy Americans and more modest reductions to other families. Trump continued to pitch it as a...
by acceladmin | Aug 30, 2018 | Articles
Why does the Supreme Court’s recent decision in Clark v. Rameker, 134 S. Ct. 2242 (2014) – which resulted in a good deal of disarray in the estate planning community – bode well for estate attorneys? Read the full article authored by Jeffrey D. Katz and Meghan C....
by acceladmin | Aug 30, 2018 | Articles
This program is designed for the new and experienced lawyers, accountants, and paralegals and for the experienced estate and trust lawyer who wishes to brush up on her or his skills. The program examines key concepts in estate administration such as deductions vs...
