This article provides key questions to discuss with your wealth manager each year with respect to estate planning. View article
Publications
Battle Involving Leona Helmsley Estate Spotlights Issue of Executor Pay (“The Wall Street Journal” – January 2016)
Press containing comments by Clay R. Stevens on the Leona Helmsley estate. View article
Does the Election Mean the End of Estate Taxes (“fathom” – December 2016)
This article provides guidance around the potential future of estate taxes based on the 2016 Elections. View article
Family Limited Partnerships’ Future in Question (“Accounting Today” – August 2015)
Press containing comments by Clay R. Stevens on the rumored new Family Limited Partnership regulations. View article
Gimme Shelter (“Financial Advisor” – September 2013)
Press containing comments by Clay R. Stevens on Delaware Incomplete Gift Non-Grantor trusts. View article
Irrevocable Gift or Crummey Trust
This handout is designed to illustrate the use of an Irrevocable “Crummey” Trust (“Crummey Trust”) in an estate planning context and answer some questions you may have with regard to its use. Read more
Qualified Personal Residence Trust
This handout is designed to illustrate the use of a Qualified Personal Residence Trust (“QPRT”) in an estate planning context and answer some questions you may have with regard to its use. Read more
Dramatic Estate Tax Battle Delivers Fresh Lessons (Reuters – July 2012)
Press containing comments by Clay R. Stevens on formula allocation clauses. View article
Core Estate Planning Documents
This handout is designed to illustrate the need for certain core estate planning documents for someone who resides in California and answer some questions you may have with respect to each document. Read more
Probate in California
This handout discusses the basics of the probate process in California as well as the options available to avoid probate. Read more