TAX BLOG

This webinar, led by Milan Solarz-Patel of Auric Private Client Advisory LLC and Amy Jetel of Jetel Law, PLLC, introduces professionals to the fundamentals of U.S. taxation of foreign trusts. Milan begins with a light-hearted welcome, administrative notes, and a clear disclaimer that the session is purely educational. He emphasizes that individual tax or legal advice depends on specific facts, encouraging attendees to follow up privately for tailored guidance. After brief int

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 fifth of seven: Estate Planning Before Liquidity Events Practical sequencing for IDGT sales, GRATs, and QSBS after OBBBA, with timing, appraisal, and assignment-of-income risk management, plus char

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 fourth of seven: Federal Tax Update Summary of 2025 law changes affecting brackets, deductions, SALT caps, charitable rules, and minor accounts, plus recent decisions on transfer-tax, FBAR penaltie

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 third of seven: Premium Finance, Indexed UL, and PPLI Market snapshot and governance guidance highlighting modeling pitfalls, litigation and regulatory risk, trustee duties, and risk controls such

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