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In This Issue
News, Articles, and Updates for the Estate Planner
IRS offers tips for year-end donations; AARP reports on caregiving in the US 2009; IRS determinations are issued on a number of estate/trust administration matters; updates are given on congressional actions involving the estate tax, and more.
See updates and article references involving charitable trusts and donations; elder law; estate/trust administration; estate taxation; generation-skipping transfer tax; gift taxes; health care accounts; irrevocable trusts; life insurance planning; notaries; probate; small and mid-size firm practice; trusts; and wills.
Cowles Tech Tip
Cowles offers an option to add trust protector language, including appointment of a trust protector and alternate trust protector, into trusts that are irrevocable or become irrevocable. This Cowles Tech Tip highlights how to use this feature.
THE ESTATE PLANNER AS A WORD DOCUMENT
Access The Estate Planner as a Microsoft Word document.