Blog posts in category Trusts & Estates Law

Posted on 10/26/2018 at 12:08 PM by David Gonzales

Wait! I needed that! (Crummey Trust Edition)

In part one and part two of this three part series, I examined the basics of Crummey Trusts for bank trustees and d...

Posted on 10/04/2018 at 01:04 PM by David Gonzales

The Crummey Side of Trust Banking

This is the first in a series of three blogs dealing with bank trustee risk and Irrevocable Life Insurance (Crummey) Tru...

Posted on 08/25/2016 at 10:11 AM by David Repp

The IRS never liked those valuation discounts

Everyone who has ever inherited shares of stock in a family corporation knows that they will be in it for the long run u...