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 | 348 | Founded | 5 years ago | Last Issue | 7 days ago |
| Active | |||||
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griffinbridgers.substack.comLatest Issues
Advanced GST Tax: Allocation of GST Tax Exemption at Death, Part I
Table of Contents
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Where We Left Off
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Estate Tax Filing Thresholds
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Timing Issues
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Automatic Allocation(s) at Death
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Conclusion
Where We Left Off
In the last article on generation-skipping transfer (GST)...
IRA Payable to Estate, With Pourover to Trust
Table of Contents
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Background
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Facts and Analysis
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Key Takeaways
Background
A recent private letter ruling, 202621003, has been making the rounds on social media and elsewhere. This PLR seems novel because it pres...
Survivorship Clauses: Drafting Nuances and More
Exploring a common choice-of-clause issue in wills and trusts
This article was inspired by a subscriber’s question. If you are a wealth transfer professional and you have questions or topics you would like to see addressed, please reach ou...
The JCT 2026 Blue Book on OBBBA Changes: Interesting Insights?
Table of Contents
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Background
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Issue One: Itemized Deductions for Trusts and Estates
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Issue Two: Charitable Carry-Over of 0.5% AGI Floor
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Issue 3: Retroactive Application of $75M Size Limit for Qualified Small Busines...
C and S Corporations for Estate Planners: QSBS Ownership in Pass-Throughs, Part 2
Can pass-through interests be transferred by gift, or at death?
Table of Contents
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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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