Trusts & Estates
Economic Substance Doctrine: Consequences of Codification
Codification of the ESD will have a significant chilling effect upon those who seek to engage in aggressive planning. However, less aggressive practitioners are not out of the danger due to the Code’s ambiguity. It is unclear what, if any, normal commercial or investment transactions with tax benefits will come under ESD scrutiny. The strict liability penalties are further cause for practitioners considering ordinary business transactions to pay special attention to the ESD.
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Women in Estate Planning
This WealthCounsel Quarterly issue is devoted entirely to women—to not only honor women in estate planning and acknowledge their accomplishments, but to also recognize that more work needs to be done to enable women lawyers to achieve greater success and fulfillment in their legal careers.Learn More
2022 Estate Planning Awareness Week - Free Marketing Package
This month, we’re offering free access to an “Estate Planning Awareness Week” marketing package with customizable blog content and letters so you can reach out to current and prospective clients, as well as referral sources, without having to spend hours creating original content from scratch.Learn More
Cryptocurrency and Estate Planning
Download the free Insight Brief, "Planning for Virtual Currencies" to learn virtual currency reporting requirements, techniques for exiting large gain positions, advising clients on capital gains, and more!Learn More