February 2012 Briefing
|
Note From the EditorAs we begin a new year, many of us set new goals and make plans. But to paraphrase Robert Burns, The best laid schemes of mice and men/Often go awry.... On the CoverOur cover this month, Vichy Comit Des F (42 in. by 31 in.) by Roger Broders, sold for $13,000 at Swann Auction Galleries' recent The Complete Poster Works... Tax Law UpdateIRS issues new proposed regulations regarding alternate valuation date The Internal Revenue Service has published new proposed Treasury regulations under... Fiduciary Law UpdateAppeals court reverses $5 million surcharge against trustee of revocable trust A settlor established a revocable trust with his son as trustee, along... Family Foundations Forever or NotWhen establishing a new private foundation, one of the toughest questions the founders should answer is, Who will run the foundation after we're gone?... |
Features
Expect the Unexpected
When attorneys draft trust documents, it's important to include maximum flexibility mechanisms to better respond to future tax, societal and beneficiary...
A Touchy Dilemma
What should an estate-planning attorney do when a client comes to her office to discuss an estate plan that's out of line with what the attorney would...
Legal Gaga
Ultra high-net-worth entertainers, film and television personalities and professional athletes (celebrities) require specialized estate and asset protection...
The Role of a Care Manager
The typical participants in an estate-planning team include the attorney, certified public accountant (CPA), insurance consultant and wealth manager....
For the Trustee's Ears Only
The attorney-client privilege protects communications between clients and their attorneys by prohibiting their disclosure and admissibility in a judicial...
Special Report: Review of Reviews
The Busy Practitioner's Guide to Student-edited Law Journals
Which articles appearing in student-edited law journals should estate planners and wealth advisors be familiar with? We identified six diverse articles...
Perspectives
Emerging Directed Trust Company Model
Much has been written about modern multi-participant trust governance structures (sometimes called open-architecture trust designs) and evolving principles...
New On WealthManagement.com
Latest Members
|
Featured Profiles |
