Cummings & Lockwood

Articles

Help Clients Avoid 10 Common Estate Planning Mistakes
March 2017
Journal of Financial Planning
By Caroline Demirs Calio

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Wills - Who Needs Them?
February 24, 2017
The Norman Transcripts

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2016 PRIVATE CLIENTS GROUP ANNUAL CLIENT UPDATE
November 14, 2016

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Tax Court Disallows Trusts Charitable Deduction For Want of Charitable Intent
November 7, 2016
Trusts & Estates
By Stefania L. Bartlett and Andrew M. Nerney

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A Review of Code Section 754 and Its Tax Consequences
November 2016
Bloomberg BNA Tax Management Real Estate Journal
By Janice H. Eiseman

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U.S. Government Extends Reach as Creditor Beyond the Insolvent Estate
September 21, 2016
Bloomberg BNA Tax Management Real Estate Journal

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Gene Wilder's Real-Life Golden Ticket
September 12, 2016
Trusts & Estates Magazine

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UBI Tax Not Applied to Receivables Left by Decedent
July 26, 2016
Trusts & Estates Magazine

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IRS Denies IRC Section 1035 Tax Deferral in Annuity Exchange
June 29, 2016
Trusts & Estates Magazine Website

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The Fiduciary vs. Sovereign Immunity
June 14, 2016
Trusts & Estates Magazine Website

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Asset Protection or Abusive Tax Planning?
May 17, 2016
Trusts & Estates Magazine Website
By Andrew Brett Seiken and Andrew M. Nerney

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IRS "Rolls Over" Where Beneficiary Designation Overlooked
May 12, 2016
Trusts & Estates Magazine Website
By Andrew M. Nerney and Andrew Brett Seiken

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