The Intersection of Trust & Estates, Matrimonial, and Religious Law

Sharon Klein |
Wealth Planning
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This article was published in Steve Leimberg’s Estate Planning Newsletter and provides a discussion on the Sharabani v. Sharabani  case. With the increasing overlap between the trust and estates and matrimonial practices, trusts and estates practitioners often become involved in premarital planning for their clients, or their clients’ children. It’s important for practitioners to be

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Charitable Giving and Tax Reform: What Does it Mean for Donors?

Wealth Planning
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Significant provisions of the House and Senate Tax Bills relevant to charitable donors.  The House and Senate Tax Bills have retained the charitable contribution deduction. However, the tax advantages of charitable giving would be impacted by rate reductions and changes to other itemized deductions and the standard deduction. Most of the provisions of the House

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Unlock Liquidity Solutions on Demand

Wealth Planning
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Your needs. Your assets. Your call. Power borrowing potential to your best advantage.  Securities-based lending can afford the opportunity to essentially free up available cash by using a portion of your eligible portfolio holdings as collateral. The liquidity accessed through securities-based lending can be used for a host of needs, ranging from asset purchases to

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