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Securities › Charitable Remainder Trust

Adler Pollock & Sheehan P.C.

Charitable giving in a post-TCJA world: What you need to know in the wake of the new tax law

Adler Pollock & Sheehan P.C. on

The Tax Cuts and Jobs Act (TCJA) will have a significant impact on estate planning and related aspects, such as charitable giving. Even though the TCJA reduces tax incentives for making charitable donations for some people,...more

Stinson LLP

Emerging Trends Newsletter - Q4

Stinson LLP on

The Volcker Rule Under the Trump Administration - The so-called Volcker Rule—named after Paul Volcker, a former chairman of the Federal Reserve Board—was part of the Dodd-Frank Wall Street Reform and Consumer Protection...more

Adler Pollock & Sheehan P.C.

Estate Planning Pitfall - You’re selling your interest in a charitable remainder trust

Adler Pollock & Sheehan P.C. on

Recently finalized regulations eliminate a potential tax shelter involving the sale of an interest in a charitable remainder trust. This brief article offers an example of how the tax shelter worked before the new regs and,...more

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