JUNE 2023

Estate Planning & Taxation / The Modern Practice / Retirement Benefits / International Practice

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IN THIS ISSUE...

SPECIAL FEATURE:

ESTATE PLANNING & TAXATION
The GST Tax is Old Enough to Have Grandkids!
Planning in the era (or generation) of a mature regime.

Unpack the Potential of the Trust to Beneficiary Interest-Free Loan
A strategy for fighting inflation.

SPECIAL FEATURE:

THE MODERN PRACTICE
The Role of Artificial Intelligence in the Future of Estate Planning
Possibilities and challenges.

SPECIAL FEATURE: INTERNATIONAL PRACTICE
Cross-Border Divorce
Complexities in the laws, taxes and cultures.

COMMITTEE REPORT: RETIREMENT BENEFITS
Tax-Free Transfers From IRAs to CRTs and CGAs
Checklist for qualified charitable distributions.

New Rules for Inherited IRAs by Surviving Spouses
Changes made by the SECURE 2.0 Act.

How to Protect IRAs From Excise Taxes and Penalties
These are costly but avoidable in many cases.

RMD Rules for Disabled and Chronically Ill Beneficiaries of Retirement Accounts
Planning is more flexible and less challenging.

Learn what’s new at...

• American Cancer Society

• American Heart Association

• The New York Community Trust

• WealthCounsel

Read
the entire
June 2023 issue