Insight
External publications
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'New Final Regs Issued on Trust/Estate Administrative Expenses,' WealthManagement.com - September 30, 2020, co-author
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'Proposed Regs Clarify Deductibility of Estate/Trust Administrative Expenses,' WealthManagement.com - May 13, 2020, co-author
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'Tax Court Accepts Tax-affecting, Taxpayer Prevails in Jones,' Bloomberg BNA Estates, Gifts & Trusts Journal - January 2020, co-author__
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'Connecticut Overhauls Its Trust Laws,' WealthManagement.com - June 12, 2019, co-author
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'Trump's Impact on Transfer Tax Regulations,' WealthManagement.com - April 2, 2019, co-author
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'IRS Announces Forthcoming Section 67(g) Clarifications: IRS Notice 2018-61 Deductibility of Section 67(e) expenses confirmed,' Estate Planner, Wealthmanagement.com - July 2018, co-author
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'U.S. Supreme Court Upholds Revocation-On-Divorce Provision for Testamentary Substitute,' The Estate Planner, Wealthmanagement.com - July 2018, co-author
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'Regulatory Outlook After Trump's Tax Reform: IRS releases revised priority guidance plan and proposed amendments,' & Estates, Wealthmanagement.com - February 2018, co-author