From the Editors

Fiduciary Litigation

JELL-O Fortune Slips Away

Estate Tax on Wrongful Death Claims?

View Archives

wealth watch

Impact Investing

Score One for Donors

View Archives

Latest Issue

May 2008

Briefing

10/ Tax Law Update

David A. Handler, partner in the Chicago office of Kirkland & Ellis LLP, reports on: How much estate and gift taxes contribute to funding the federal government • PLR 200813023 finding a CRT can split unitrust payments between a grantor and a charity • PLR 200814011 finding a “backwards” QPRT qualifies as a QPRT • the IRS’ proposed regulations on time extensions for GST exemption allocations • the Tax Court’s decision in Estate of Anna Mirowski v. Commissioner.

16/ Giving in America

David T. Leibell and Daniel L. Daniels, partners in the Stamford, Conn., office of Wiggin & Dana LLP, say the IRS has published an article that everyone practicing in estate and philanthropic planning should keep close at hand. It’s rare to find this much valuable data about tax-exempt organizations in one place—and even rarer to find such data placed in the context of the historical development of the tax-exempt sector.

See entire Table of Contents

From Industry Sources

Press Release Central

Todd Millay Named as New Managing Director of Choate, Hall & Stewart's Wealth

Boston, MA, April 9, 2008 ­ Choate, Hall & Stewart LLP today announced that it has named Todd Millay as the new Managing Director of its Wealth Management Group....

NorthStar Introduces Industry's First Wealth Manager Challenge Quiz

Diagnostic tool enables firms, advisors to benchmark their wealth management processes against industry best practices...

Tenant-In-Common Association Encourages Highest Ethical Standards with New Best Practices Guide

The Tenant-In-Common Association (TICA) promotes the highest ethical standards in the commercial real estate industry with the release of its new 2008 Guide to Certain TIC Best Practices....

View All Press Releases

Note from the Editor

Rorie Sherman, Editor in Chief

Trusts & Estates is the town center where experts who serve the ultra-wealthy's planning needs gather to gain insight into their specialties and to learn about related professions. This community includes attorneys, fiduciaries, accountants, investment advisors, charitable giving specialists, family office executives, insurance agents and valuation experts.... More about us

Tech Center

Don Kelley's Tech Review

Trusts & Estates magazine is pleased to present the monthly Technology Review by Donald H. Kelley -- a respected connoisseur of software and Internet resources wealth management advisors use to further their practices.

View Past Tech Review Newsletters

Much of the content on this website requires a subscription

Subscribers

Login

Non-Subscribers

Purchase a Subscription

Purchase Single Articles