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Probate & Property | July/August 2024

Volume 38, Issue 4

Features

Fiduciary Considerations in ESG Investing

Laurel R S Blair

Practical considerations for estate planners dealing with environmental, social, governance investments are explored, along with best practices to determine what options are appropriate given an exis…

Jul 01, 2024 10 min read

Don’t Guess and Make a Mess with QSBS

Justin Todd Miller

An overview of qualified small business stock under section 1202 shows how shareholders can stack multiple capital gain exclusions and addresses how non-grantor trusts are the ultimate tool to protec…

Jul 01, 2024 15 min read

Departments

Land Use Update: Case Law Update

Daniel R Mandelker

An update on recent land use cases is provided, including new rulings on the federal Religious Land Use and Institutionalized Persons Act and whether a growth management ordinance violated federal Fa…

Jul 01, 2024 7 min read