IRS Provides More Flexibility to Inherited Tax-Sheltered Annuities

In a recent private letter ruling1 , the IRS permitted an owner to exchange a tax-sheltered annuity for an annuity that was more aligned with the owner’s goals, through what is known as a “1035 exchange.” Although private letter rulings are not law, they tend to be good indicators for how the IRS would respond to the actions described in the letter…

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Michigan Supreme Court’s Ruling Determines PLLC Member Rights and Valuation Calculations

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Business & Real Estate Newsletter, July 2013

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How Yesterday’s Supreme Court Ruling Affects Same-Sex Couples

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Elder Law & Estate Planning Newsletter, April 2013

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