(Due to Copyright Restrictions, LISI is not able to provide Reprints of these articles)
Want Someone Like Me as Your Client?
Mitzi Perdue - Trusts & Estates
Preventing and Avoiding Costly Conflicts
Michael S. Brophy and Craig S. Weinstein - Trusts & Estates
The Rise of Women in Family Offices
Mindy Rosenthal - Trusts & Estates
Empty Structures Syndrome
Marion McCollom Hampton andNick Di Loreto - Trusts & Estates
The Federal Law of Property: The Case of Inheritance Disclaimers and Tenancy by the Entireties,
David Gray Carlson - Washington & Lee Law Review
MassMutual Womenís Retirement Risk Study
To better understand the investment preferences and philosophies of women approaching retirement as well as women retirees, MassMutual commissioned a survey of pre-retirees within 15 years of retirement and of retirees no more than 15 years into retirement. July, 2018.
Proposed Regulations Under Code Section 199A
Text of the proposed regulations, from the KMPG website.
Recent Cases of Interest to Fiduciaries (July, 2018) -- McGuire Woods
Summaries of 14 significant court decisions. PDF, 22 pp.
Identity Theft: IRS Needs to Strengthen Taxpayer Authentication Efforts -- GAO
The Government Accounting Office reviewed IRSís taxpayer authentication efforts and made eleven recommendations to help IRS stay ahead of fraudsters.
Electronic End-of-Life and Physician Orders for Life-Sustaining Treatment (POLST) Documentation
Report from the National Coordinator for Health Information Technology describes efforts to produce a registry of POLST directives. July, 2018. PDF, 29 pp.