State of Estates
Griffin BridgersWelcome 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 | Daily |
|---|---|---|---|---|---|
| Issues | 191 | Subscribers | Read | griffinbridgers.substack.com |
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Latest Issues
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Reader Update – October 2024
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AI in Estate Planning: Proofreading
Not great, not terrible
Gifts of Remainder Interests under McDougall v. Commissioner
“The Commissioner observes that ‘[t]his is a valuable property interest that became part of [the remainder beneficiaries’] estates at that time, and with respect to which they agreed to an immediate transfer to [the spousal income beneficia...
Does Your Trustee Know They Are A Trustee?
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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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