Susan Lipp

1 week ago | wealthmanagement.com | Susan Lipp

There can be no doubt that the use of artificial intelligence (AI) has infiltrated our work and personal lives. Even I’ve started using an AI program to help with my editing duties. And, to keep up with the times, Trusts & Estates has covered various issues involved in the use of AI in estate planning, from maximizing its potential to streamline your practice to its role in the future of estate planning to the ethics and privacy issues involved. “Can a Trust Grantor ‘STAI’ in Control Forever?” p.

2 weeks ago | wealthmanagement.com | Susan Lipp

A recent article in the New York Times could be good news for high-net-worth clients who worry about being subject to tax audits. After analyzing historical data, the Times found that the audit rate of individual taxpayers has decreased by about two-thirds since 2010. The audit rates for HNW households are also much lower than in the past. According to the article, the lower audit rates have led to less government revenue.

1 month ago | wealthmanagement.com | Susan Lipp

Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue. People decide to start a collection for many reasons. Often, they’re hoping the items will appreciate over time, but sometimes, they’re motivated by the fun and enjoyment involved in finding the right objects and building their collection. Even the young can get into the act. When my son was about eight, he started collecting snow globes.

2 months ago | wealthmanagement.com | Susan Lipp

Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue. With the increased popularity of direct-to-consumer genetic testing, it’s not uncommon for individuals to discover relatives they never knew about. For example, in 2022, researchers at Baylor College of Medicine surveyed those who participated in genetic relative-finder services.

2 months ago | wealthmanagement.com | Susan Lipp

Have you been keeping up with the latest developments in trusts and estates law? Take this quiz to find out what you’ve learned by reading the 2024 articles in Trusts & Estates. Have you kept up with the latest developments in trusts and estates law? Take this quiz to find out if you understand the key strategies and techniques leading estate planning practitioners use. If you’ve been reading the 2024 articles in Trusts & Estates, you should ace it with no problem. You May Also Like