Publications
Author, “Power of Attorney Fells Tax Refund Claim,” WealthManagement.com, September 25, 2019
Author, “Estate Deemed Ineligible for Disability Exception,” WealthManagement.com, August 21, 2019
Co-author, “Tax Law Update,” Trusts & Estates Magazine, North Carolina statute taxing New York trust’s income was unconstitutional; and IRS rules that gift of a remainder interest in artwork is completed gift for tax purposes, August 2018 Issue
Co-author, “Another Reason to Fund Revocable Trusts: Maximize FDIC Coverage,” Trusts & Estates Magazine, June 2017 Issue
Co-author, “Tax Law Update,” Trust & Estates Magazine, Potential Repeal of Gift Tax; Notice 2017-15; and In Re Matter of the Estate of Anne S. Vose v. Lee, April 2017 Issue
Co-author, “Tax Law Update,” Trust & Estates Magazine, PLR 201652002; and IRS Notice 2017-12, March 2017 Issue
Co-author, “Tax Law Update,” Trust & Estates Magazine, IRS instructions for Form 709; PLR 201647001 permitting addition of tax reimbursement clause; and Proposed IRC Section 2704 regs create controversy, February 2017 Issue
