Year End Tax and Estate Tax Planning in Light of Likely Tax Reform

It’s that time of year again: here are our year-end recommendations concerning estate planning.  There are important things to consider given looming tax reform and now is a good time … Continue Reading →


Special Needs Trust Fairness Act Signed into Law

On December 13, 2016, President Obama signed into law the Special Needs Trust Fairness Act. The new act allows first party special needs trusts to be established by mentally competent … Continue Reading →