Publications

The year end issue of Insight on Estate Planning discusses using defined-value gifts to help minimize or eliminate gift taxes, funding long-term care insurance through tax-free exchanges, reducing potential conflicts around a family vacation home, new regulations around selling your interest in a charitable remainder trust, and vetting charities for year-end donations.

This issue of Insight on Estate Planning discusses the effects of the Net Investment Income Tax on your estate plan, what goals can be achieved using noncharitable purpose trusts, how to address adopted children or stepchildren in your estate plan, possible pitfalls of owning property jointly with a family member, and what Washington's new Directed Trust Act might mean for your estate plan.

Karolyn Hicks explains litigation, arbitration, mediation and binding agreements under TEDRA.

The August/September issue of Insight on Estate Planning covers protecting assets in the event of a divorce, using ABLE accounts to save for people with disabilities, making net gifts to reduce tax liability, keeping your powers of attorney up-to-date, and creating directed trusts.

In this issue, you'll find an introduction to basis planning, an exploration of whether a private annuity would benefit your estate plan, tips on dealing with estate tax impacts on family businesses, a review of potential pitfalls involved in holding real estate in your IRA, and guidelines for keeping your financial documents organized.

Tom Lerner discusses the policy considerations and effects of physician noncompete restrictions, including legislation considered this session that would have limited their enforcement.