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Articles and Case Studies

Articles

Litigation Partner Stuart Johnson Joins Carico Johnson Toomey LLP

CPA as Client Trustee: Is the Compensation Worth the Liability?

Satisfying the UPIA through Professional Investment Advice and the Creation of the IPS

Estate Planning and Required Minimum Distributions

Case Studies

A Just Result for an Employer Who Did the Right Thing.

Administrative Expenses Can Take A Bite Out of Delinquent Estate Taxes, Interest & Penalties

CJT: Knowledgeable, Strategic, and Able to Read a Poker Face

Conservatorhip Substituted Judgment Can be Used to Authorize Fractional Interest Gifts in Real Property with Big Estate Tax Reduction Effect

Public Employer Takes A Stand Against Poor Performance in Government Employment.

Using Constructive & Resulting Trusts Saves Spouse from Estranged Heirs and Takes a Large Chunk Out of the Estate Tax Liability