Estates, Gifts, And Trusts (EGT)

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Workpapers

ESTATES, GIFTS, AND TRUSTS (EGT)

REPORT

Insights on EGT (2021-2022)

A comprehensive overview of 2021-2022 tax and nontax developments relating to the Trusts and Estates practice.

ESTATES, GIFTS, AND TRUSTS (EGT)

REPORT

Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) Roadmap

Stay on top of the changes made to employee benefits due to the SECURE Act. This summary includes changes to the Internal Revenue Code (I.R.C) as well as to the Employee Retirements Securities Act of 1974, as amended (ERISA).

ESTATES, GIFTS, AND TRUSTS (EGT)

REPORT

The Year in Review: An Estate Planner’s Perspective on Recent Tax Developments

The past 12 months have witnessed substantial changes in the estate, gift and generation-skipping transfer (GST) taxes and in the income tax laws relating to estate planning.