Education
Epstein’s Estate – What happens now?
What Will Happen to Jeffrey Epstein’s Assets? In light of Jeffrey Epstein's recent suicide in prison, the question for those who were traumatized by his actions is – whether they can still collect from his estate if they are able to secure a legal judgment for...
Family Foundation or Donor Advised Fund?
Donor Advised Fund vs. Private Foundation Donor advised funds (DAF) and private foundations are both great tools for helping charities while saving income taxes. While the creation of private foundations used to be the norm, more and more people are considering donor...
New ABA Book – Estate Planning for the Muslim Client
Building an Islamic Estate Planning Practice As most of you know, over the past few years I've developed a niche law practice helping Muslim clients around the country with their estate and business planning needs. What started out as a small component of my practice...
Taking Advantage of Opportunity Zone Investments
Advantages of Investing in Opportunity Zones The new federal tax law passed in 2017 included an Investing in Opportunity Act. The Act established Opportunity Zones and Opportunity Funds. The Opportunity Zone Act was designed to stimulate investment in federal and...
Is a Charitable Lead Trust Right for You?
What is a Charitable Lead Trust? How does it work? What type of client could use one? (Our second in a multi-part series on advanced estate planning topics) A charitable lead trust (CLT) is essentially the reverse of a charitable remainder trust. It is an irrevocable...
Utilizing Charitable Remainder Trusts
What is a Charitable Remainder Trust? (This is going to be the first in a series of advanced estate and charitable planning topics we are going to be covering each week) A charitable remainder trust (CRT) is a powerful charitable vehicle that provides two essential...
We counsel families and business owners with all of their estate, tax, and charitable planning needs. Contact us today to schedule your consultation.