Trusts & Estates Archives

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What Happens to a Nonresident’s U.S. Shares After Death?

Investing in U.S. shares has become increasingly common among non-U.S. residents because of the growth opportunities offered by large American…

Deepika IyerJuly 28, 2026

Articles Individual Tax Tax Law Legislation Trusts & Estates

Portability Election: The Importance of Accurate and Full Reporting

Background of the Case In the recent court case Estate of Rowland v. Commissioner, the portability of the Deceased Spousal…

Justin DekovicsJune 18, 2026

Articles Individual Tax Trusts & Estates

§529 Plan “Super Funding” – A Super Gift This Holiday Season!

‘Tis the season for gift giving! Having a hard time finding the right gift for loved ones? Would you like…

Alexander PisaniDecember 19, 2025

Multimedia Tax Law Legislation Trusts & Estates

OBBBA and NonGrantor Trust Planning Webinar

Join WG Shareholder Lauren Landolfi, CPA, MST, WG Shareholder Len Nitti, CPA, MST, WG Principal Christine Pronek, CPA, MST, and…

WilkinGuttenplanSeptember 4, 2025

Podcast Trusts & Estates

Estate Planning Essentials: What You Should Be Thinking About Now Part Two

In the powerful conclusion of our two-part series, expert Christine Pronek dives deeper into advanced estate planning tools that help…

WilkinGuttenplanMay 27, 2025

Podcast Trusts & Estates

Estate Planning Essentials: What You Should Be Thinking About Now Part One

Join us for the first episode of our two-part series on trusts and estates, as expert Christine Pronek shares essential…

WilkinGuttenplanMay 14, 2025

Multimedia Trusts & Estates

Estate Income Tax Elections Webinar with WG and Shenkman Law

WG Principal Christine G. Pronek, CPA,MST joined estate planning expert Martin Shenkman for an in-depth webinar on often-overlooked elections, deductions,…

WilkinGuttenplanMarch 10, 2025

Articles Tax Services Trusts & Estates

The 65-Day Rule for Trusts and Estates and Its Interplay with Form 1041-T

The 65-Day Rule for Trusts and Estates and Its Interplay with Form 1041-T Are you the fiduciary of a complex…

Maureen JasperMarch 2, 2025

Articles Tax Services Trusts & Estates

IRS Reduces the Burden of Estate Tax Basis Consistency Reporting

Long awaited relief from the Proposed Regulations issued in 2016 finally arrived in September 2024 via the Final Regulations for…

Christine PronekJanuary 9, 2025

Articles Tax Services Trusts & Estates

Estate Planning…Now…or Later?

As we approach the end of the year, it is never too early to start planning your gifting for 2025.…

Robert PalentcharDecember 20, 2024