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Conrad Teitell's Guide to Tax Benefits For Charitable Gifts (Updated August 2010)
America's Top 100 Independent B/D Advisors
Seminar: Estate Planning for NYC Residential Building Owners - Register Now by clicking here
Program Co-Sponsored by Trusts & Estates Magazine, the Rent Stabilization Association (RSA), and New York County Lawyers Association (NYCLA) Trusts & Estates Section
Panelists will include attorneys specializing in real estate and estate planning.
Moderators: Robin A. Bernstein, Esq., RSA Deputy Counsel; Susan Lipp, Esq., Editor-in-Chief, Trusts & Estates Magazine; Sylvia E. DiPietro, Esq., Chair, NYCLA Estates Trusts & Estates Section
Wealth Watch is a free e-newsletter delivered twice a month with expert advice on wealth management from Trusts & Estates.
Tennessee Chancery Court temporarily blocks the sale by financially strapped college of a 50 percent interest to a Walmart heiress’ new museum...
A U.S. Court of Appeals ruling underscores the importance of paying attention to the tax implications of selling or transferring property before a testator’s death...
Technology Review is a free monthly e-newsletter from Trusts & Estates and nationally renowned expert Donald H. Kelley. It is geared to keeping estate planning lawyers current on the latest tech news they can use.
Comprehensive analysis of investment diversification...
Evaluate retirement projections with this online tool...
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Download The 2009 Findings from a Nationwide Survey of Estate Planning Attorneys
Charlie Ratner talks with estate-planning expert Lou Harrison, investment guru Michael Lewitt and retirement benefits specialist Mike Jones. Register for this timely podcast......
Whether you are a tax professional, estate planner or financial advisor, it is important that you are well-equipped to effectively advise clients regarding Roth IRA conversions. -
Available On Demand!...
Best Practices, Planning Techniques, and Philanthropic Benefits. Tanya Howe Johnson, President & CEO of the PPP, Kelly Kidwell, President & CEO of Pacific Advisors and Chairman of the AALU Charitable Planning Committee, and Phil Cubeta, the Sallie B. and William B. Wallace Chair in Philanthropy at the American College. Available On Demand!...
Times are tough - in fact, donors are more careful to integrate their philanthropy with their financial and estate planning. Robert F. Sharpe, Jr. and Marc D. Hoffman describe the current philanthropic/political landscape and review the techniques that donors of means are now increasingly using to optimize their giving.
Available On Demand!...
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