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 | 358 | Founded | 5 years ago | Last Issue | 7 days ago |
| Active | |||||
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griffinbridgers.substack.comLatest Issues
Crummey Powers and GST Trusts: An Automatic Allocation Nightmare?
Further exploring Form 709 filings, or lack thereof, for trusts
Table of Contents
Video and Slides: The "Shortest" Video on the RMD Rules, Ever
Deciphering one of the most difficult aspects of tax planning
Background
Reporting Rules for Depreciation Deductions by Trusts: Part 1
From Tim Harden, CPA, J.D., LL.M. (Taxation)
ABOUT THE AUTHOR: Tim Harden is a CPA with Brady Martz, who works with estates, trusts, and individuals to provide tax saving strategies and compliance services. He has an extensive background i...
Trump Accounts: Gift and GST Tax
Table of Contents
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Background
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Present Interest Treatment
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Safe Harbor of Rev. Proc. 2026-25
1. Which Comes First? Filing, or Present Interest?
2. GST Tax Traps
3. The Service’s Justification
4. Taxable...
Remaining GST Tax Exemption: A Moving Target
Table of Contents
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Where We Left Off
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Form 709, Schedule D, Part 2 Misreporting
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Form 706, Schedule R, Part 1 Misreporting – or the Absence Thereof
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Key Takeaways
Where We Left Off
While this has been a serie...
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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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