Leimberg.Update.2017.12.13: Sharon Klein – Intersection of T&E and Marital Law; The Truth About Federal Estate Tax; Notre Dame Tax + Estate Planning Institute Summary + More

  • Sharon L. Klein and Michael Stutman on Sharabani v. Sharabani: The Intersection of Trust & Estates, Matrimonial and Religious Law – Give a Get, or Get it Handed to You!
  • Marc Soss on Ajemian v. Yahoo!, Inc.: What Rights Does Your Personal Representative Have to Your E-Mail Account
  • Steve Leimberg on ILM 201745012: Deathbed Purchase of Remainder Interest in a Grantor Retained Annuity Trust – Taxpayer Loses
  • Steve Leimberg on Strauss v. Pankow: Statute of Limitations Bars Buy-Sell Insurance Claim
  • Michael Geeraerts, Theresa Steinkamp and Jim Magner: There Goes My Baby, There Goes My Heart, There Goes All My Assets, They’re Gone Forever: How Advisors Can Help Their “Only The Lonely” Clients Plan Their Estates To Avoid Having Their Assets Go To
  • FLASH: Vincent F. Lackner, Jr. & The Truth About the Federal Estate Tax
  • Chuck Rubin on Prudential Ins. Co. of America v. Bailey: Possession May Be Nine-Tenths of the Law, But Watch Out for the Other One-Tenth
  • Martin Shenkman’s Day 2 Notes from the 43rd Annual Notre Dame Tax and Estate Planning Institute
  • Martin Shenkman’s Day 1 Notes from the 43rd Annual Notre Dame Tax and Estate Planning Institute

See full reports (subscription required) at Leimberg Information Services.

Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal.