Of Counsel

Brian T. Whitlock Examines “Junk Money” Assets and Shares Estate Planning Strategies

October 24, 2023

In a recent article in TAXES – The Tax Magazine, partner Brian T. Whitlock examines innovative strategies for optimizing the financial outcomes of tax-deferred retirement plans and annuities. His article, "Junk Money: Pitfalls and Opportunities," published as part of his regular “Untaxingly Yours” column, provides practical insights into tax planning, particularly regarding Income in Respect of a Decedent (IRD), colloquially known as “Junk Money.”

For more information, read the complete article here.

Brian T. Whitlock's experience encompasses wealth transfer strategies for high-net-worth individuals, business succession planning and the meticulous handling of trust, estate and exempt organization administration and tax compliance. He also contributes his knowledge as an adjunct faculty member at the Northwestern University Pritzker School of Law.

Golan Christie Taglia, with 30 years of dedicated service, has consistently delivered successful outcomes while prioritizing top-tier quality and personalized attention for clients. With a diverse clientele that includes entrepreneurial ventures, high-net-worth individuals, middle-market businesses and nonprofit organizations, GCT stands as a strong and trustworthy firm for its clients.

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