of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA Checkpoint... and knowledge of income tax and estate value impact of various trust vehicles including: Charitable remainder and lead trusts...
, compliance, and consulting in public accounting Deep understanding of estate, gift, and trust tax laws and their application... with estate plans Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles Familiarity with family...