Publications
June 24, 2024 – Client Alert
Businesses Just Became More Valuable at Death – SCOTUS Rules Timothy D. Yeaglin, Ryan C. Furtick, James L. Burst III
June 23, 2023 – Article
The Benefits of Estate Planning St. Louis REALTORS® Report James L. Burst
May 3, 2023 – Client Alert
FDIC Changes Deposit Insurance Rules for Trust Accounts
February 8, 2023 – Presentation
Sale to an IDIT for a Promissory Note – The Best Estate Planning Strategy (Gimmick) Going Orange County Branch of the Society of Trust and Estate Practitioners Michael D. Mulligan
December 14, 2020 – Article
Edward M. Tjaden Shares His Passion for Working with Other Veterans in Veterans News Report and Riverbender Veterans News Report, Riverbender Edward M. Tjaden
September 30, 2020 – Client Alert
Election Results in November Might Lead to Changes in Gift and Estate Tax Laws Timothy D. Yeaglin, Joel L. Weeks, Brian J. Figueroa
August 27, 2020 – Article
Creative Planning with Charitable Remainder Trusts: You Will Flip When You See This Michael D. Mulligan, John G. Grzybek
June 12, 2020 – Client Alert
Remote Notarization in Missouri and Illinois During the COVID-19 Pandemic Steven C. Drapekin, Tyler V. Friederich, Kristen T. Southworth, Griffin A. Lowry
April 27, 2020 – Client Alert
Remote Document Execution and Other Tax Matters Related to the Coronavirus Crisis Kristen T. Southworth, Edward M. Tjaden
May 7, 2020 – Client Alert
Trust Administration in Times of Pandemic and Economic Recession Robert J. Will, Cara C. Stuckel
April 29, 2020 – Client Alert
SECURE Act Impacts Decision to Name Trust as Beneficiary of Retirement Plan
February 2020 – Client Alert
Fear of Clawback Eliminated Joel L. Weeks, Timothy D. Yeaglin, Brian J. Figueroa, Edward M. Tjaden
November 2017 – Client Alert
State of Missouri to Create an Advance Health Care Directives Registry Michael P. Davidson, Brian J. Figueroa, Maikieta A. Brantley
December 2016 – Article
Sale to an IDIT for a Life Annuity: Confronting the Exhaustion Test and Other Challenges Bloomberg BNA: Tax Management Memorandum Michael D. Mulligan
November 2016 – Article
Recent Cases Explore Tax Planning Strategy of Sale to an IDIT Estate Planning Michael D. Mulligan
September 27, 2016 – Presentation
Lewis Rice Estate Planning Seminar: Advanced Estate Planning Techniques for 2016 and Beyond
May 6, 2016 – Presentation
Probate Seminar St. Louis County Bar Association Robert J. Will
January 2016 – Client Alert
The Bipartisan Budget Act of 2015 Michael T. Donovan, Rachel M. Hirshberg
December 2012 – Presentation
Post Mortem Trust Administration NAELA Elderlaw Fundamentals Institute, Kansas City, MO Lori A. Gregory
November 2012 – Presentation
Estate Planning and Elderlaw Topics The Investors Advocate Radio Show, KMBZ, Kansas City Lori A. Gregory
June 2012 – Presentation
Sophisticated Estate Planning; Saving the Family Farm; Use of Family Limited Partnerships; Avoiding Estate Recovery Missouri Bar Elderlaw Institute, Independence, MO Lori A. Gregory
August 2011 – Presentation
Estate Planning under the 2010 Tax Relief Act Kimberly B. McDermott
2011 – Article
Sale to a Defective Trust for a Promissory Note – Seller’s Death is a Sad Event: Is It Also a Taxable Event? NYU 69th Institute on Federal Taxation, Ch. 14 Michael D. Mulligan
2011 – Article
The Federal Gift Tax System The ABA Practical Guide to Estate Planning Matthew J. Madsen, Michael D. Mulligan
Fall 2010 – Presentation
Estate and Gift Tax – Sunrise or Sunset? Planning During a Time of Uncertainty Missouri Society of Certified Public Accountants, Personal Financial Planning Seminar Lori A. Gregory
