
Welcome to my newsletter! I provide intermediate and advanced education on tax and estate planning issues for attorneys, CPAs, wealth advisors, trust officers, and other wealth transfer professionals. Free and paid subscription options are available.
| Platform | Pricing | Freemium | Publishes | Twice weekly | |
|---|---|---|---|---|---|
| Issues | 375 | Founded | 5 years ago | Last Issue | 3 days ago |
| Active | |||||

Exploring the role of the GRAT in higher exclusion environments
Interested in deepening your foundational or advanced estate planning knowledge? Consider registering for either webinar track in the upcoming Estate Planning Intensive. You c...
Foundations Course - two optional dates:
November 10, 2026, 10 am - 5 pm ET
November 19, 2026, 11 am - 6 pm ET
Advanced Planning Course - two optional dates:
December 3, 2026, 10 am - 5 pm ET
December 10, 2026, 11 am - 6 pm ET
Note t...
Exploring consideration and loans
Table of Contents
Please note that this is largely an opinion piece which concludes my AI in Estate Planning series and is not rich in education or guidance. Nonetheless if you are willing to invest the time, this article provides a dose of entertainment and...
Can trusts with specific notice provisions be counterproductive?
Table of Contents
Subscribers, engagement, traffic and sponsorship for State of Estates.
| Subscribers | Engagement | 72 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
The writers behind this newsletter.
I am a "recovering" attorney. My focus is now providing high-quality estate planning and tax education to financial advisors, attorneys, trustees, CPAs, and their individual clients.
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