Why Executors and Trustees Need Specialized Advisors for Illiquid Estate Assets MANHATTAN, NY, UNITED STATES, March 23, ...
If you have been named the executor of an estate, you have a legal responsibility to wrap up its affairs, arrange for the payment of any income and estate taxes, and distribute the assets of the ...
Leah Del Percio left her job as a trust and estates lawyer at DLA Piper to start her own tech-driven platform. Trustate helps families and institutional clients deal with the administrative tasks of ...
Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...
On June 28, 2022, the Internal Revenue Service published proposed regulations (proposed regs) under Internal Revenue Code Section 2053. (Federal Register: Guidance Under Section 2053 Regarding ...
A recent Tax Court ruling reaffirms estate inclusion rules governing qualified terminable interest property (QTIP) trusts and the requirements for valuation of QTIP assets and determination of ...
Estate administration is a lengthy, complex process of accounting for and distributing your worldly belongings. The expeditious winding up of an estate will depend on a number of factors such as how ...
This article appears in the last print issue of Advisor’s Edge magazine. If you’re a print-only subscriber, learn more about our digital transition and how to continue to receive all the best news and ...
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