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50th Heckerling Conference Features Charitable Giving Series

Friday, September 4, 2015

This January marks the 50th Heckerling Institute on Estate Planning, the nation's largest conference for estate planning professionals. For the second year in a row, the conference will include an educational series on charitable giving and philanthropy.

The conference will take place from January 11 to 15, 2015 at the Orlando World Center Marriott in Orlando, Florida. We hope to see you there!

Court Says IRS Document Search May Not Have Been Adequate

Thursday, September 3, 2015


In Citizens for a Strong New Hampshire, Inc. v. IRS, a federal district court ruled IRS failed to establish its search for documents was adequate in response to a Freedom of Information Act request, but denied plaintiff's summary judgment motions.

Using A CRT To Increase Income

Thursday, September 3, 2015

A gift to a CRT creates greater long term cash flow than an outright sale.

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