Download the 2022 Winter Newsletter
In this Issue:
- The Smaldino Case: A Lesson on How NOT to Do Estate Planning written by Joel S. Luber, Esq.
- Zeitenwende written by T. Brad Conger, CFA
- Roadmap for Intergenerational Split-Dollar Transaction - Estate of Levine v. Commissioner written by Kim V. Heyman, JD, LLM, AEP
- What is Legacy? written by Clemence R. Scouten
- 2021 PEPC Distinguished Estate Planner