Sunday, August 13, 2017

Leaving An IRA to Charity

Leaving An IRA to Charity - Natalie Choate - Morningstar: Charitable giving can become messy when it involves multiple beneficiaries and retirement and nonretirement assets.

Saturday, November 12, 2016

Veterans Day Tribute | Alerts & Newsletters | Holland & Knight

Veterans Day Tribute | Alerts & Newsletters | Holland & Knight

The Veterans Affinity Group video honors Holland & Knight's many veterans, from its founding fathers to the present time.

Sunday, April 17, 2016

H.R.4907 - 114th Congress (2015-2016): Grow Philanthropy Act of 2016

H.R.4907 - 114th Congress (2015-2016): Grow Philanthropy Act of 2016 (JEH: Bill of Representative George Holding (R-NC) to permit distributions to donor advised funds (DAFs) for now permanent IRA charitable rollovers)

Is there a practical difference between Equitable Deviation and Cy Pres when it comes to seeking modification under the Uniform Trust Code of a charitable trust's administrative term? | JD Supra

Is there a practical difference between Equitable Deviation and Cy Pres when it comes to seeking modification under the Uniform Trust Code of a charitable trust's administrative term? | JD Supra (JEH: Discusses more technical issues encountered when considering modification of a charitable trust)

Five Ways To Modify An Irrevocable Trust

Five Ways To Modify An Irrevocable Trust - WealthManagement.com (JEH: Discusses use of modern trust statutes to resolve both tax and non-tax issues involving irrevocable trusts, including those created in anticipation of the 2013 reversion to the former exemptions/rates that never occurred due to the 2012 tax act)