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 | 382 | Founded | 5 years ago | Last Issue | 4 days ago |
| Active | |||||
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griffinbridgers.substack.comLatest Issues
Changes in Attitudes (of Expectancy)
Background
Fair confession - I am on vacation, in Key West, as I write this. And while I cannot claim to be parked on a nice balcony overlooking Duval Street, channeling my inner creative genius like some other famous Key West luminari...
Form 1041-A On The Chopping Block For Some Trusts: A Summary Of The Recent IRS Proposed Rulemaking
Interested in deepening your foundational or advanced estate planning knowledge? Consider registering for either live webinar track in the upcoming Estate Planning Intensive. You can register here:
Register
ABOUT THE AUTHOR: Tim Harden is...
Gift Tax - Examples and Explanations, Part 3
When is a gift complete?
Table of Contents:
Estate Planning in the Family Office: Operational Literacy, Part 1
Series Introduction
Before jumping in, note that the term “family office” is being used here as an engagement device and is not intended to limit the scope of the material itself. In reality, what will be covered extends to any family...
More on Planning with a QTIP Trust
Contrasting non-tax protections with tax flexibility
Background
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| Subscribers | Engagement | 72 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
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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