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Speaking Engagement
Digital Assets
NYU School of Professional Studies Tax Conferences in July: Introduction to Trusts and Estates Conference -
Article
U.S. Appeals Court: Today’s Loans May Be Tomorrow’s Gifts
WealthManagement.com -
Blog Post
Is CCA 202352018 the Death of Irrevocable Trust Decantings?
Future Wealth Navigator -
Event
Blank Rome Tax Update 2023
Joseph T. Gulant, Andrew J. Haas, Cory G. Jacobs, Michael A. Kadlec, David J. Moise, Jeffrey M. Rosenfeld
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Blog Post
IRS Disallows Step-Up in Tax Cost Basis for Assets Held by an Irrevocable Grantor Trust
Future Wealth Navigator -
Speaking Engagement
Love, Marriage, Dissolution, and Estate Planning: The Interplay Between Matrimonial Law and Taxation
49th Annual Notre Dame Tax & Estate Planning Institute -
Speaking Engagement
Irrevocable Trusts: Who Is the Taxpayer?
myLawCLE -
Speaking Engagement
Digital Assets
NYU School of Professional Studies Tax Conferences in July: Introduction to Trusts and Estates Conference -
Blog Post
Proposed Resurrection of the Common Law Rule against Perpetuities—At Least for GST Tax Purposes
Future Wealth Navigator -
Blog Post
Irrevocable Trusts: Who Is the Taxpayer?
Future Wealth Navigator