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Trustees Should Avoid Bitcoin

As bitcoin becomes increasingly popular, some are starting to ask: should trustees of trusts invest a portion of trust assets in bitcoin? There are very strong reasons why they should not. As I explain below, investing in...more

Wealth Management Update - November 2014

November Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts - The November Section 7520 rate for use with estate planning techniques such as CRTs, CLTs,...more

Estate Planning and Tax Issues for Bitcoin and Other Virtual Currencies

For estate planning and tax advisers, it’s important to know about all of a person’s valuable and significant assets, including digital assets, so that they can help the person properly plan ahead for incapacity, death, and...more

I Want to Live in America!- Part I Tax Planning Considerations for Foreign Scientists and Engineers

Overview - As discussions regarding immigration reform continue to unfold, one point that is not under discussion or subject to debate is the contribution of foreign scientists and engineers to the New Economy. The statistics...more

ACTEC Wealth Advisor: A New App For Your iPad

The American College of Trust & Estate Counsel (ACTEC) has just released its newest tool, and it is free. The ACTEC Wealth Advisor application for iPad® is now available for complimentary download via the Apple App Store....more

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