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Recent Commentary
2026-2027 Priority Guidance Plan
Treasury and IRS announced their Priority Guidance Plan for 2026-2027 (Plan).
Partnership Distributes Assets to Partners, Who Then Create CRTs
Law Could Prevent or Discourage Charitable Gifts in 2010
Gifts to some charitable vehicles such as a CRT, CGA, PIF, or retained life estate may be subject to gift taxes and may require restructuring as a result of Section 2511(c), which was enacted as part of EGTRRA. This provision is only a concern for 2010, or for any year during which there is no estate tax.
61st Heckerling Institute Conference Announcement-
The University of Miami School of Law's Heckerling Institute on Estate Planning, the nation's largest conference for estate planning professionals, has announced that its 2027 program will be delivered in both in-person and virtual formats from January 11 to 15, 2027, at the Orlando World Center Marriott Resort in Orlando, Florida. For the thirteenth year in a row, the conference will include sessions highly relevant to charitable giving and planning.