Search

A recent opinion from the 3rd Circuit U.S. Court of Appeals confirmed what should be settled law: deathbed gifts made by personal check delivered before death but deposited after death remain part of the donor’s taxable estate and thus subject to estate tax. A lot of taxes, legal fees, and headache...

Contingent Liability Insurance Demystified Partner Brian Michalek will speak on a panel during the 2023 Transaction Solutions Symposium. More information to come.