For further information, or copies of the articles, please contact me through LinkedIn.

  • 844 T.M. Estate Tax Credits and Computations
    BBNA, 2015

  • 822 T.M. (co-author) Estate, Gift, and Generation-Skipping Transfer Tax Returns and Audits
    BBNA (expected update 2015)

  • Trusts & Estates: bi-monthly column on Current Issues in Philanthropy
    2010-2014

  • Death of an IDIT Noteholder
    Trusts & Estates, August 2005

  • Mysteries of the Blinking Trust
    Trusts and Estates, September 2008

  • Conduit Elections
    Trusts & Estates, July 2006

  • Charitable Remainder Trusts and Passive Foreign Investment Companies—A Modest Proposal
    Tax Management Estates, Gifts, and Trusts Journal, 2007

  • What we do and don’t know about Terminating Private Annuities
    Estates, Gifts and Trusts Journal, May 2010

  • Charitable Deductions for Non-Grantor Trusts
    Trusts & Estates, July 2007

  • Effective Cross-Border Philanthropy
    Trusts & Estates, October 2010

  • Gift Splitting Made Easy
    Trusts & Estates, August 2004

  • Crummey Powers can Increase your Income Tax
    Trusts & Estates, November 2006

  • A Silver Lining [Trust Net Operating Losses]
    Trusts & Estates, July 2009

  • Tax Aspects of Choice of Trustee
    Estate Planning January 2004