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 final share: Oshins DAPT Rankings (2019) Comparative scoring that places Nevada and South Dakota at the top, based on statute strength, income tax, UVTA adoption, limitations, exception creditors,

Milan Solarz-Patel, Founder and Chief Tax Advisor of Auric LLC, will attend STEP Texas’ program “Integrating PPLI Into a Comprehensive Wealth Plan” on Wednesday, November 5, 2025, in Houston, TX from 1:00 p.m. to 7:30 p.m. at 3737 Buffalo Speedway, 6th Floor Conference Space.   With more than 20 years of experience, Milan focuses on trust and estate tax planning, entity structuring, and regulatory compliance for high-net-worth individuals, families, and multinational business

A no contest clause, also called a forfeiture clause, allows a will or trust to cut off a beneficiary who challenges its terms. These...