Mr. Gudorf teaches financial advisors the benefits of establishing special needs trusts for disabled individuals. This includes discussing the distinction between first party and third party special needs trusts.
I have work with Ted both in variety of private, public and non-profit arenas over the past two decades. Ted has been a long term advocate for economic and community development in the community. His integrity and ethics are quite comforting for his… Read More
In recent blog posts, we have been discussing potential changes to tax law under the Biden administration, and tax strategies to deal with those changes. One very useful tax and estate planning strategy involves completed gift domestic asset protecti… Read More
Over the past couple of months, we have been discussing the federal estate tax law in this space, including the current state of the law, changes President Biden has proposed, and some general strategies to deal with possible changes to the federal e… Read More