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Member Articles


Reservation of Benefit on Gift of Underlease

Contact: Boodle Hatfield LLP (London, England) The Court of Appeal has unanimously found in favour of the taxpayers, reversing the decision of the UT in the case of Buzzoni and others v HMRC [2013] EWCA Civ 1684. ...

Estate Planning Lessons Learned from Downton Abbey

Contact: Megan L.W. Jerabek; von Briesen & Roper, s.c. (Wisconsin, USA) Spoiler Alert: This Estate Planning Update references details from Season 4 of Downton Abbey that is currently airing on PBS. While the ...

Current Estate Tax Laws May Make Previously Drafted Estate Plans Inefficient

Contact: Megan L.W. Jerabek; von Briesen & Roper, s.c. (Wisconsin, USA) The increased exemptions provided by the current estate tax law ($5.34 million per person for 2014) provide clients with a great opportun ...

Tax Reform and its Effect on Estate Planning

Contact: Scott Ditman; Berdon LLP (New York, New York, USA) In the first 2MinutesOn video, Berdon partner Scott Ditman, CPA/PFS, with more than 30 years in trust and estate planning, looks ahead at the potential impac ...

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