May 20 2015 |
Changing What Is Irrevocable - Life Irrevocable Trusts and Estate Planning |
Odin, Feldman & Pittleman, P.C. |
Oct 26 2015 |
Good News on Estate Tax Exemption |
Odin, Feldman & Pittleman, P.C. |
Sep 23 2013 |
Plans to Reform Estate Tax System [AUDIO] |
Odin, Feldman & Pittleman, P.C. |
Feb 3 2015 |
Estate Planning: You Need an Incapacity Plan that Works When It’s Needed |
Odin, Feldman & Pittleman, P.C. |
May 18 2016 |
Estate Planning Bootcamp for Financial Advisors – Session 1, Part 1 [VIDEO] |
Odin, Feldman & Pittleman, P.C. |
Mar 14 2014 |
The President’s 2015 Budget: Limitations on Crummey Withdrawal Rights |
Odin, Feldman & Pittleman, P.C. |
Jul 18 2014 |
IRS Tax Exempt Applications – A Lengthy Process |
Odin, Feldman & Pittleman, P.C. |
Sep 8 2014 |
529 Plans: Estate Tax and Income Tax Advantages |
Odin, Feldman & Pittleman, P.C. |
Oct 13 2014 |
Estate Planning Tips for Childfree Individuals and Couples |
Odin, Feldman & Pittleman, P.C. |
Feb 4 2015 |
ABC’s of Successful Successor Trustees...In Case You Missed the Webinar |
Odin, Feldman & Pittleman, P.C. |
Oct 29 2015 |
Kardashian Family Continues to Teach Estate Planning Lessons |
Odin, Feldman & Pittleman, P.C. |
Jan 19 2016 |
Is LLC Really Charitable Entity? What’s the Fuss? |
Odin, Feldman & Pittleman, P.C. |
May 18 2016 |
Estate Planning Bootcamp for Financial Advisors – Session 1, Part 2 [VIDEO] |
Odin, Feldman & Pittleman, P.C. |
Jun 23 2016 |
Estate Planning: Revised Elective Share Statute in Virginia |
Odin, Feldman & Pittleman, P.C. |
Sep 24 2013 |
Discussion on the Estate Tax [AUDIO] |
Odin, Feldman & Pittleman, P.C. |
Jan 14 2014 |
Disposition of Tangible Personal Property in a Side Letter |
Odin, Feldman & Pittleman, P.C. |
Oct 13 2014 |
Realities of Phantom Stock and SAR’s (Stock Appreciation Rights) |
Odin, Feldman & Pittleman, P.C. |
Nov 4 2014 |
Selling Investment Property and Taxes: 1031 Exchanges and End of Year Planning |
Odin, Feldman & Pittleman, P.C. |
Mar 12 2016 |
New Rules for Basis Consistency |
Odin, Feldman & Pittleman, P.C. |
May 18 2016 |
Counseling Issues in Estate Planning - Bootcamp for Financial Advisors, Session 1, Part 3 [VIDEO] |
Odin, Feldman & Pittleman, P.C. |
Jun 30 2016 |
Estate Planning: Caveat Venditor vs. Caveat Emptor – Thorsen Case Highlights How Attorney and Client Must Beware |
Odin, Feldman & Pittleman, P.C. |
Nov 26 2013 |
Estate Planning – What a Difference a Year Makes |
Odin, Feldman & Pittleman, P.C. |
Sep 16 2014 |
Charitable Remainder Trusts and Life Insurance to Accomplish Planning Objectives |
Odin, Feldman & Pittleman, P.C. |
Oct 14 2014 |
Five Steps to Business Succession Planning |
Odin, Feldman & Pittleman, P.C. |
Nov 5 2014 |
Remember to Change Beneficiaries Upon Divorce |
Odin, Feldman & Pittleman, P.C. |
Aug 7 2015 |
Asset Protection Planning - Part 3 - Insurance and Exemptions [AUDIO PODCAST] |
Odin, Feldman & Pittleman, P.C. |
Mar 13 2016 |
Why Has Income Tax Planning Become a Bigger Part of Estate Planning? |
Odin, Feldman & Pittleman, P.C. |
May 19 2016 |
Asset Management - Estate Planning Bootcamp for Financial Advisors, the Advisor's Advantage: Session 1, Part 4 [VIDEO] |
Odin, Feldman & Pittleman, P.C. |
Oct 14 2014 |
Portability and Married Couples: No Downside? |
Odin, Feldman & Pittleman, P.C. |
Feb 3 2016 |
Domestic Self-Settled Trusts in Delaware - TrustCo Bank v. Matthews |
Odin, Feldman & Pittleman, P.C. |
Apr 21 2016 |
Caring for Pets As Part of Your Estate Plan |
Odin, Feldman & Pittleman, P.C. |
May 19 2016 |
How Divorce Can Impact Your Estate Plan |
Odin, Feldman & Pittleman, P.C. |
Nov 20 2013 |
2013 Year-End Planning for Lesbian, Gay, Bisexual and Transgender (LGBT) Taxpayers |
Marcum LLP |
Nov 7 2019 |
2020 Cost of Living Adjustments for Retirement Plans |
Jackson Lewis P.C. |
May 22 2016 |
Did Your Company Fail to Adopt a New Preapproved Defined Contribution Plan by the April 30th Deadline? The IRS Has a Solution for You |
Jackson Lewis P.C. |
Nov 16 2018 |
The Saga Continues for Multi-Employer Pension Funds |
Jackson Lewis P.C. |
Jan 23 2021 |
What Took So Long? Democrats Quickly Introduce Pension Relief Bill |
Jackson Lewis P.C. |
Mar 16 2021 |
Don’t Forget About Mandated Retirement Plans for California Employers |
Jackson Lewis P.C. |
Sep 26 2014 |
U.S. Supreme Court’s Rejection of Moench Presumption: Fifth Third Bancorp. vs. Dudenhoeffer |
Jackson Lewis P.C. |
Jul 21 2020 |
DOL Guidance on ESG Investing by Retirement Plans: Investment Committees Should Handle with Care |
Jackson Lewis P.C. |
Jun 2 2014 |
Remember Employee Retirement Income Security Act (ERISA) Basics: Summary Plan Descriptions (SPD) and Eligibility |
Jackson Lewis P.C. |
Jul 21 2021 |
Musings of Retirement Plan Fiduciaries: Episode Two |
Jackson Lewis P.C. |
Jul 11 2014 |
New IRS Regulations Permit the Purchase of Longevity Annuities by Qualified Retirement Plans |
Jackson Lewis P.C. |
Oct 27 2014 |
2015 Cost of Living Adjustments for Retirement Plans |
Jackson Lewis P.C. |
Aug 29 2018 |
The IRS Doesn’t Disappoint: Notice 2018-69 |
Jackson Lewis P.C. |
Mar 18 2020 |
CalSavers Not Preempted By ERISA |
Jackson Lewis P.C. |
Feb 26 2021 |
Is Relief for the Plight of Multiemployer Pension Plans in the Works? |
Jackson Lewis P.C. |
Jul 7 2020 |
Mid-Year Safe Harbor Design Changes in a COVID-19 World |
Jackson Lewis P.C. |
Oct 29 2020 |
Pension Reform? Presidential Memorandum Focuses Attention on Failing Pension Systems |
Jackson Lewis P.C. |
Jun 4 2019 |
Required Minimum Distributions |
Jackson Lewis P.C. |