Wealth transfer

May 25, 2022 Finseca Advanced Markets

Private Split-Dollar: Applying the Tax Court’s Lessons in Levine

Topics: Estate planning, Estate tax, Intergenerational Split Dollar, Levine, Split-dollar, Tax Court, Wealth transfer

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April 28, 2022 Finseca Advanced Markets

Highlights from the 2022 Heckerling Institute on Estate Planning

Topics: Community Property, Estate planning, Family Business Clients, Heckerling, PPVUL, Trusts, Wealth transfer

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December 22, 2021 Finseca Advanced MarketsFinseca Report Marketplace

Life Insurance Mistakes that Keep Attorneys Up At Night

Topics: ILITs, Life Insurance, Trusts, Wealth transfer

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November 23, 2021 Finseca Advanced MarketsFinseca Report Marketplace

Estate planning for an unknown future

Topics: 2901, Estate planning, Finseca Action Center, Grantor trusts, life insurance trusts, Wealth transfer, Wyden Bill

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October 5, 2021 Finseca Policy

Grantor trust developments

Topics: 2021 Tax Reform, Estate planning, Estate tax, Grantor trusts, taxes, Trusts, Wealth transfer

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September 30, 2021 Finseca Advanced Markets

Florida jumps into the deep end with major trust legislation

Topics: Estate planning, Estate tax, State legislation, Trusts, Wealth transfer

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July 22, 2021 Finseca Advanced Markets

Estate of Morrissette and Intergenerational Split Dollar

Topics: Dynasty Trust, Dynasty Trusts, Estate planning, Estate tax, Intergenerational Split Dollar, Morrissette, Split Dollar Life Insurance, Split-dollar, Tax, Tax Court, Wealth transfer

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June 24, 2021 Finseca Advanced Markets

A Finseca Advance Markets Insight: A conversation with Michael Fontanini pt. 3

Topics: Estate planning, Life Insurance, Wealth transfer

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June 24, 2021 Finseca Advanced Markets

The latest on wealth transfer planning and carried interest

Topics: Carried interest, Estate planning, Estate tax, Investment Tax, Tax, Wealth transfer

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May 27, 2021 Finseca Advanced Markets

A Finseca Advance Markets Insight: A conversation with Michael Fontanini pt. 2

Topics: Estate planning, Estate tax, investment and insurance tax, Personal Tax, Trusts, Wealth transfer

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