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State of Estates

Griffin Bridgers
Hundreds of paid subscribers

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
Substack
PricingFreemiumPublishesTwice weekly
Issues375Founded5 years agoLast Issue3 days ago
Active

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Latest Issues

The GRAT: Could it Have a New Golden Age?

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...

3 days ago
1
Paid

Announcing the 2026 Estate Planning Intensive

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...

5 days ago
1

Gift Tax - Examples and Explanations, Part 2

Exploring consideration and loans

Table of Contents

11 days ago
5
Paid

AI in Estate Planning: When AI Stops Being Cheap

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...

16 days ago
4

More on Abandoning Crummey Notices

Can trusts with specific notice provisions be counterproductive?

Table of Contents

17 days ago
5
Paid

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  • Griffin Bridgers

    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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