External publications
- "How the Ultra-Rich Use Trusts to Protect the Family Fortune if Their Heirs Get Sued or Divorced," Business Insider - July 14, 2023, quoted
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"Marie Osmond Plans to Leave Fortune to Charity," - March 4, 2020, quoted
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“2015 Changes to Connecticut Estate Taxes,” CBA Estates & Probate Newsletter, June 2015
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"Better Not Pout-Like it or Not, US Citizens Owe U.S. Taxes," Trusts & Estates, wealthmanagement.com, December 2014
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“New York Tax Law Changes,” Connecticut Bar Association Estates & Probate Newsletter, December 2014
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“IRS Attacks Common Estate Planning Technique in Estate of Woelbing,” CBA Estates & Probate Newsletter, June 2014
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"IRS Blesses Decanting?" wealthmanagement.com, May 2014
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"The single family office structure: Will it stand the test of time?" Family Business Agenda 2010, November 2010
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"The Preferred Partnership GRAT - A Way Around the ETIP Issue?" 35 ACTEC Journal 289, Winter 2009
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"Disregarded But Not Forgotten," Trusts and Estates magazine, October 2009
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"Charitable Lead Annuity Trusts - A Primer," Taxation of Exempts, Volume 19/Issue 1, July/August 2007