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The May Section 7520 rate for use in estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 4.4%, a sharp drop from the April rate of 5.0%.

Edward Kabala was featured in CNBC's article, "A matter of trusts: Benefactors, heirs and their advisors."

If you are seeking opportunities to improve your company's cash flow, consider a fixed asset or cost segregation study. Manufacturing is a capital-intensive industry...

Do your partners (or co-owners) want to defer into retirement plans more than $60,000 annually – the current limit for contributions to plans such as 401(k) and profit sharing plans?

According to the Wall Street Journal, cash was the best performing asset class in 2018. However, many investors shy away from cash investments, such as Treasury bills, money market funds and savings accounts.

If you are considering making gifts of interests in family-owned entities in the United States, then now may be the time to act.

Because the estate tax exemption currently tops $5 million, fewer people need life insurance to provide their families with the liquidity to pay estate taxes.

In a split decision issued October 31, the U.S. Court of Appeals for the Tenth Circuit reversed a trial court's ruling imposing sanctions against plaintiffs'...

As a family business owner, are you missing out on valuable estate and wealth transfer planning opportunities or jeopardizing your current plan altogether?

Managing risk and volatility within a family office structure is a timely and complex topic.

A recent New York County Surrogate's Court case, Matter of the Estate of Durcan, highlights the importance of properly completing beneficiary designation forms for retirement accounts, even when one has already completed them at a prior custodian.

In a joint appearance on September 30, 2016, Governor Chris Christie and legislative leaders announced a bipartisan agreement to repeal the New Jersey Estate Tax.

Pennsylvania's Commission was told at the September hearing regarding the PSERS and SERS probe that $3.8 billion in investment fees have gone unreported.

On August 4, 2016, the Treasury Department and the IRS published Proposed Regulations under Internal Revenue Code § 2704 that, once effective, will eliminate most valuation discounts in connection with interests in family controlled corporations, partnerships, limited liability companies and other business entities

On October 13, 2022, the SEC staff published a single FAQ and response (the "Staff Guidance") confirming that, consistent with its fiduciary duty and subject to certain conditions

I have recently been asked on several different occasions by friends and acquaintances to confirm what happens to their assets if they die without a last will and testament.

From a federal gift, estate and generation-skipping tax (GST) perspective, there is what we know, and what we don’t know.