IRS allows estate buyback before trustee names charities
Private Letter Ruling 202625012 covers plans whose charitable share may go to a private foundation while the company holds a stock buyback option.
Kasner estate-planning symposium turns AI use into a professional-responsibility question
The 22nd annual conference, hosted Aug. 27 and 28 by Santa Clara School of Law, highlighted five developments; the available account covers three, ending partway into a tax point on gifting interests that resist valuation.
28 days ago
