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Shelley Duvall’s Longtime Partner Fights for His Share of Her Estate

The Estate Planner
 
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Wealth Management Morning Memo

AUGUST 7, 2024

Shelley Duvall’s Longtime Partner Fights for His Share of Her Estate

Anna Sulkin Stern

The Shining actress appears to have died intestate.

FULL ARTICLE

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Is Your Client Ready to Start a Single Family Office?

Judy Lin Walsh and Alison Isaacson

Eight important questions to ask.

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Beyond the Numbers: How to Ease the Burden of Retirement and Estate Planning

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Helping Clients Plan for Incapacity

Beth Morrison and Amy Erickson

Crucial estate planning tools and possible court interventions.

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Three Drivers Leading Advisors to Provide Charitable Services

Sandra G. Swirski and Joseph Fisher

Despite potential tax changes, donor-advised funds remain a go-to tool.

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The Corporate Transparency Act Six Months In

Domingo Such III, Jamie A. Schafer and Gerard F. Joyce

Despite hope for overturn or repeal, prepare to file on time.  

FULL ARTICLE

Beyond the GST of It

Stefanie J. Lipson

A review of the deemed allocation rules of Chapter 13 and their application to lifetime indirect skips.  

FULL ARTICLE
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