"The Estate Planner," March/April 2026

Download The Estate Planner

Below is a brief glance of what you’ll find in the March/April 2026 issue of The Estate Planner.

  • Split-interest trusts can enhance charitable giving benefits
  • To file or not to file a gift tax return, that’s the question
  • Accounting for collections in your estate plan
  • Estate Planning Red Flag: You’re unsure how a revocable and irrevocable trust differ

For more information, please contact a Shumaker attorney in any of these service lines:

Wealth Strategies
Corporate, Tax & Transactions

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