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 | 343 | Founded | 5 years ago | Last Issue | 5 days ago |
| Active | |||||
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griffinbridgers.substack.comLatest Issues
Contemporaneous Written Acknowledgments: A Trap for the Unwary
Table of Contents
- Background
1. Donor Advised Funds
2. Gift and Estate Tax Acknowledgments for Donor Advised Funds
2. The Martin Cases
- Key Takeaways
Background
Many recent cases, including two recent cas...
Grantor Trusts and Tax Burn: The Good, the Bad, and the Ugly
Exploring the (dis-)utility of income tax payments on behalf of grantor trusts
Table of Contents
Advanced GST Tax: Changes in Transferor
How the “allocator” of GST exemption can affect trusts
Table of Contents
IRC Section 678(a) and HEMS: Safety in Silence?
Examining beneficiary’s powers over trusts
Table of Contents
AI in Estate Planning: This Changes Everything?
Table of Contents
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Hallucinations Come to Trust Litigation
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Principle 1: AI Should Not Find Sources or Forms
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Principle 2: Humans Should Always Be the Review Layer
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Principle 3: Don’t Rely on Just One AI Tool
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A...
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Subscribers, engagement, traffic and sponsorship for State of Estates.
| Subscribers | Engagement | 72 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| 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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