IRS / Tax Guidance 3 - American College of Trust and Estate Counsel

Common Form 709 mistakes can trigger costly GST and gift-tax consequences. ACTEC experts explain how to spot and fix DSUE, GST allocation, and gift-splitting errors.

Recent Trends in Estate and Gift Tax Law 2025, IRC 2036 and Related Tax Law

An expert offers a review of recent case law and pronouncements by the IRS have indicated the need for increased caution in estate and tax planning.

Use of Asset Protection Trusts for Estate Tax Planning Purposes

An estate planning attorney explains the planning opportunities available using asset protection trusts to protect assets from future creditors.

Supreme Court Rulings Alter the Future of Tax Regulations

Legal experts break down the tax planning take aways from recent Supreme Court rulings Loper Bright and Corner Post, explaining that Chevron deference is gone.

Guiding Trust and Estate Disputes to Settlement

Explore strategies for resolving trust and estate disputes with ACTEC experts. Learn tips on overcoming legal, financial, and emotional hurdles to reach settlement.

Independent Contractor vs. Employee: In Tax vs. Labor Law

Exploring key distinctions in tax and labor law when classifying workers as independent contractors or employees, focusing on FLSA, IRS, and ERISA guidelines.

A Life Insurance-Funded Redemption Agreement Gone Bad

The risks of life insurance-funded redemption agreements, the Connolly v. US case, and safer alternatives like cross-purchase agreements, life insurance LLCs.