Trusts

Keebler and Blattmachr on the Basis of IDGT Assets at Death

Bob Keebler and Lyle Benson: Planning Techniques that Work Well in a Volatile Market

Keebler on The Mathematics of Estate Planning for IRAs After the SECURE Act

Bob Keebler on Planning for Eligible Designated Beneficiaries Under the SECURE Act

Keebler on IRAs Payable to Trusts After the SECURE Act

IRA Planning Under the SECURE Act

The Kaestner Supreme Court Decision: An Insider's View

Kaestner Supreme Court Case -- Corrected Link

Bob Keebler on the SECURE Act

California: Planning in Anticipation of Estate Tax Legislation

Bob Keebler and Mitchell Gans: Kaestner and Protective Refund Claims

Bob Keebler on Tax Planning Under the Section 199A Regulations

Bob Keebler -- Overview of the Section 199A Proposed Regulations

Bob Keebler on the Newly Passed Tax Bill

Keebler and Gordon on Planning for Stock Basis under the Proposed FIFO Rule