Resources

Reference Briefings

Practitioner-grade downloads. Each one is a standalone artifact — not a teaser. Email gating because we’d rather build a relationship than a pageview.

Live  ·  PDF  ·  8 pages
The Marks Foundation Backgrounder

An eight-page reference briefing on In re Stephen A. Marks Foundation — the Delaware Court of Chancery’s April 16, 2026 decision on §205 standing for charitable nonstock corporations and the outer limits of retroactive ratification. Includes a five-step practitioner audit checklist, a ready-to-send client alert template, and the doctrinal citations behind the rule.

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Live  ·  iCalendar (.ics)  ·  12 events
Q2 2026 Compliance Calendar

Every fixed-date deadline in the May 1 – July 31 coverage window of Compliance Digest Issue No. 01, formatted as a one-click subscribe-to-calendar feed. Apple Calendar, Google Calendar, and Outlook all accept it. Two reminders auto-attach to each event (T−7 days and T−1 day). Imports as all-day events with full deadline detail in the description.

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Live  ·  PDF  ·  Reference Briefing No. 03
2026 Delaware T&E Compliance Calendar

Full-year 2026 calendar of every federal, Delaware, and Florida-overlay filing deadline that touches a typical T&E practice. Color-coded by jurisdiction; rolling-deadline standing-items section handles 706/4768 and foundation excise-tax cadences that have no fixed calendar slot. Companion product to the monthly AEGIS Compliance Digest.

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Live  ·  PDF  ·  Reference Briefing No. 04
State Estate & Inheritance Tax Cheat Sheet 2026

Every U.S. jurisdiction in one reference table. Thirteen states + DC with separate estate taxes (thresholds, top rates, portability availability); five states with inheritance taxes (heir-class rates); practitioner-notes section on domicile shifts, cliff structures (MA/IL/NY), three-year gift lookback (MN/NY/CT), and real-property situs traps. Pairs with the Federal Estate Tax Exposure Estimator at /tools/.

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Live  ·  PDF  ·  Reference Briefing No. 02
The Foundation Governance Checklist

A one-page practitioner audit drawn from In re Marks Foundation (Pulse #1) and Carlisle v. Everett (Pulse #2). Ten audit items across three sections: successor mechanics in the charter and bylaws, the §205 ratification toolkit, and the estate-administration overlay after LaFon II. Authorities box at the bottom.

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Five reference briefings now live. New resources release after each Chancery Pulse or Compliance Digest issue that establishes substantive new authority. Join the waitlist and we’ll send each new one the day it publishes.