TAX BLOG

Auric Private Client Advisory LLC’s Founder and Chief Tax Advisor, Milan Solarz-Patel, attended the South Dakota Trust Association’s 9th Annual Fall Forum and is sharing key decks from the conference for trustees, family offices, and advisors seeking practical updates. Below is the second of seven: ACTEC Comparison of DAPT Statutes (Aug 2025) Side-by-side review of 21 states covering creditor exceptions, UVTA status, limitations periods, situs and trustee requirements, affida

Join a practical session on charitable giving strategies aligned with long-term wealth planning. Led by Anne Gifford Ewing, senior trust, estate and fiduciary strategist, and Jeff Ruderman, wealth planning specialist. Topics include: Charitable tax deductions scheduled to change in 2026 and whether completing gifts in 2025 makes sense Methods to assess affordable giving using cash-flow and balance-sheet analysis Types of charitable assets and recipient organizations Overview

Auric Private Client Advisory LLC’s Founder and Chief Tax Advisor, Milan Solarz-Patel, attended the South Dakota Trust Association’s 9th Annual Fall Forum and is excited to share key decks from the conference for trustees, family offices, and advisors seeking practical updates. Below is the first of seven: Recent Developments in U.S. International Tax and Foreign Trusts Overview of proposed §§6039F and 6048 rules, trust migration reporting, dual-resident issues, deemed distri