The newsletter of the ISBA’s Section on Trusts & Estates
Browse articles by year: 2014 (36)
Newsletter articles from 2014
The accountant-client privilege
The 4th District Appellate Court recently established an exception to the accountant-client privilege in the case of Brunton v. Kruger.
Updates on the Section's activities and an introduction to this issue from Chair Mary Lee Faupel.
Ethics corner: Identity fraud in estate planning
In light of the increased risk of identity theft, this might be a good time to update your client intake procedures and make sure that your staff is instructed to check for identification before notarizing documents or giving out information.
The author shares his 'global take-aways' from the January 2014 Heckerling Institute in Orlando.
ISBA unveils exciting new Member Directory!
Make sure the other members of the ISBA Trusts & Estates Section know what sets you apart and can find you easily by activating your member directory profile today.
The new emphasis on basis in estate planning
Since the passage of the American Taxpayer Relief Act of 2012 in early 2013, the vast majority of well-structured estate plans balance estate tax considerations, where relevant, with long-term income tax minimization goals and a variety of other estate planning considerations.