Tax Privacy Wills, Trusts, & Estate Planning

Read need-to-know updates, commentary, and analysis on Tax issues written by leading professionals.
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Private Eyes They’re Watching You – Offshore Planning after the Panama Papers

Overview - If you have been reading my articles on JD Supra for a while, you will know that I love Afro-Cuban and Brazilian music. Nevertheless, the Hall and Oates song Private Eyes, is a more fitting song to describe...more

Swiss Cheese con Arroz con Pollo – Pondering Offshore Planning after the Panama Papers Scandal

Overview - It is an understatement to say that the state of affairs in the offshore landscape is in flux. The fallout from the recent scandal in Panama remains to be seen. The fall of the rich and famous may end up...more

Fiduciary News - June 2015

Changes Coming for Pennsylvania Fiduciaries in Their Ability to Access and Manage Digital Assets and Accounts - On January 1, 2015, Delaware became the first state to enact a comprehensive law granting fiduciaries the...more

The fiduciary exception to the attorney-client privilege: A recent development

In a suit by the beneficiary against the trustee, is the trustee entitled to assert the attorney-client privilege against the beneficiary, or is there a fiduciary exception to the attorney-client privilege? As to...more

Insight on Estate Planning - February/March 2012

In This Issue: - Does your trust need a protector? - Privacy, please! Keep family matters out of the public eye by avoiding probate - Consider a “stretch” to maximize and preserve IRA benefits - Estate Planning...more

Two Basic Estate Planning Documents That Everyone Should Have

Two estate planning documents that everyone should have, which can be effective any time during your lifetime, not just after death....more

Transferring Your Family Business to Your Children

Transferring a family business to the next generation can provide a family a wonderful way to keep the business in the family. But the tax consequences can be catastrophic unless steps are taken to minimize, or avoid, the...more

Two Basic Estate Planning Documents

Everyone should consider having, at the very least, two (2) basic estate planning documents. Here's why.....more

Three Compelling Reasons to Establish Your Estate Plan

There are at least three good reasons to establish your estate plan now. Here they are.....more

Have a Lotto Trust in your Lawyer?

Exploring the benefits of setting up a lottery trust to protect the privacy of winners....more

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