RECENT ARTICles AUTHORED BY MR. BLASE

Articles written for clients and their advisors:

Click here to read Mr. Blase's (September 3, 2020) wealthmanagement.com article on the deductibility of payroll and other expenses associated with Payroll Protection Program forgiveness  -  Part 2.

Click here to read Mr. Blase's (August 31, 2020) wealthmanagement.com article on the deductibility of payroll and other expenses associated with Payroll Protection Program forgiveness  -  Part 1.

Click here to read Mr. Blase's August, 2020 St. Louis Metropolitan Medicine article on protecting assets from lawsuits under Missouri law.

Click here to read Mr. Blase's April 25, 2019 Tax Insider article on the effects of the new tax law on trust planning.

Click here to read Mr. Blase's June, 2018 Trusts & Estates article on the true cost of long-term care insurance. 

Click here to read Mr. Blase's January, 2018 Trusts & Estates article on the effects of the new tax law on estate planning.

Click here to read Mr. Blase November-December, 2017 Advisor Today article on optimum long-term care planning.

Click here to read Mr. Blase's August, 2016 Trusts & Estates article entitled "Major Components of the New Section 2704 Proposed Regs" - Part 1 of 5 Parts.

Click here to read Mr. Blase's August, 2016 Trusts & Estates article entitled "Strategies to Prepare for Implementation of Proposed 2704 Regulations" - Part 2 of 5 Parts

Click here to read Mr. Blase's August, 2016 Trusts & Estates article entitled "Portions of Proposed 2704 Regulations Exceed IRS' Authority" - Part 3 of 5 Parts. 

Click here to read Part 2 of Mr. Blase's August, 2016 Trusts & Estates article entitled "Portions of Proposed 2704 Regulations Exceed IRS' Authority" - Part 4 of 5 Parts.

Click here to read Mr. Blase's August, 2016 Trusts & Estates article entitled "The Future of Discount Planning" - Part 5 of 5 Parts. 

Click here to read Mr. Blase's June, 2016 Trusts & Estates article entitled "Does a Stretch IRA Always Make Financial Sense?" 

Click here to read Mr. Blase's Apri, 2016 Wealth Counsel Quarterly article entitled "Flexible Tax Strategies Now Needed in Succession Planning for Business Owners."

Click here to read Mr. Blase's July, 2014 Estates, Gifts & Trusts Journal article entitled "New Missouri Law Provides Unique Estate Planning Opportunity for Married Couples."

Click here to read Mr. Blase's October, 2013 St. Louis Business Journal article entitled "Asset Protection Planning for Missouri Residents."

Click here to read Mr. Blase's July, 2013 Estates, Gifts & Trusts Journal article entitled "The Case for the Continued Viability of Trusts." 

Click here to read Part 1 of Mr. Blase's August-September, 2013 St. Louis Medical News article entitled "Asset Protection Planning for Missouri Residents."

Click here to read Part 2 of Mr. Blase's August-September, 2013 St. Louis Medical News article entitled "Asset Protection Planning for Missouri Residents."

Click here to read Mr. Blase's January, 2013 Wealth Counsel Quarterly article entitled "A Corporate Trustee is the W.I.S.E. Choice."

Click here to read Mr. Blase's December, 2012-January, 2013 St. Louis Metropolitan Medicine article entitled "Missouri Passes New Asset Protection Law."

Click here to read Jim's articles on special estate planning for Missouri Public School teachers and employees.

Articles written for attorneys and CPAs:  

Click here to read Mr. Blase's March, 2022 Estate Planning journal article on estate planning for S corporation shareholders.

Click here to read Mr. Blase's January, 2022 Financial Advisor magazine article on estate planning for married couples.

Click here to read Mr. Blase's November, 2020 Wealth Counsel article on utilizing the Double Spousal Access Trust to grandfather the current federal estate, gift and generation-skipping transfer tax exemptions.

Click here to read Part 1 of Mr. Blase's October, 2020 Wealth Counsel Quarterly article titled "Drafting Income Tax-Sensitive Trusts under the New Tax Laws."

Click here to read Part 2 of Mr. Blase's Winter, 2021 Wealth Counsel Quarterly article titled "Drafting Income Tax-Sensitive Trusts under the New Tax Laws."

Click here to read Part 2 of Mr. Blase's January, 2018 Trusts & Estates article on the potential "clawback" effects of the new estate and gift tax law.

Click here to read Part 1 of Mr. Blase's December, 2017 Trusts & Estates article on the potential "clawback" effects of the new estate and gift tax law.

Click here to read Mr. Blase's April, 2016 Wealth Counsel Quarterly article entitled "Flexible Tax Strategies Now Needed In Succession Planning for Business Owners."

Click here to read Mr. Blase's 2nd Quarter, 2014 Journal of Estate & Tax Planning article entitled "New Missouri Laws Present Unique Estate Planning Opportunity for Married Couples."

Click here to read Mr. Blase's May, 2014 Trusts & Estates article entitled "The Minimium Income Tax Trust."

Click here to read Mr. Blase's October, 2012 EstatePlanning.com article entitled "How to Transfer More Than $5 Million to a Spousal Access Trust."

Click here to read Mr. Blase's May-June, 2012 Journal of the Missouri Bar article entitled "The Missouri Qualified Spousal Trust:  A Potential Estate Planning Panacea." 

Click here to read Part 1 of Mr. Blase's July-August, 2013 Estate Planning article entitled "Drafting Tips That Minimize the Income Tax on Trusts." 

Click here to read Part 2 of Mr. Blase's July-August, 2013 Estate Planning article entitled "Drafting Tips That Minimize the Income Tax on Trusts." 

Click here to read Mr. Blase October, 2012 Estateplanning.com article entitled "How to Transfer More than $5 Million to an Irrevocable Spousal Access Trust."

Click here to read Mr. Blase's 2013 Missouri Bar CLE Deskbook chapter, "Planning Opportunities With Life Insurance."

Click here to read Mr. Blase's March-April, 2005 Journal of the Missouri Bar article entitled "The Missouri Asset Protection Trust."

Click here to read Mr. Blase's February, 2010 Trusts & Estates article entitled "Consider the Modified Accumulation Trust."

Click here to read Mr. Blase's September, 1997 Journal of the American Society of CLU & ChFC article entitled "The WRAP Tust."