Arghhhhhh!

Here we sit like birds in the wilderness, birds in the wilderness. Here we sit like birds in the wilderness, waiting to be fed. Waiting to be fed. Waiting...

The FLP Quadrilogy

Estate and gift tax valuation positions associated with family limited partnerships (FLPs) often are challenged by the Internal Revenue Service and somewhat...

Clean House

If Ponzi schemer Bernard Madoff serves no other purpose, he's a stark reminder that anyone acting in a fiduciary capacity must maintain high standards...

Key Definitions

Certain definitions are critical when determining whether an obligation exists to file a Report of Foreign Bank and Financial Accounts (FBAR): The term...

Don't Give Directly To Special Needs Relatives

Often, grandparents, aunts, uncles, godparents and the like want to help disabled relatives by leaving them some money. That's why every attorney familiar...

More Estate Planning Articles

Advisory Board -
Estate Planning and Taxation Committee

Al W. King III (co-chair)

South Dakota Trust Company, LLC

Louis S. Harrison (co-chair)

Harrison & Held, LLP

Douglas Moore (co-chair)

Citigroup Trust

Thomas G. Opferman (co-chair)

Sonnenschein Nath & Rosenthal LLP

Alexander A. Bove, Jr.

Bove & Langa, PC

Jeffrey H. Brodsky

Ernst & Young LLP

Paul N. Frimmer

Irell & Manella LLP

Christopher H. Gadsden

Gadsden Schneider & Woodward LLP

David A. Handler

Kirkland & Ellis LLP

Michael O. Hartz

Katten Muchin Rosenman LLP

Carlyn S. McCaffrey

Weil, Gotshal & Manges LLP

Gideon Rothschild

Moses & Singer LLP

Complete list of the Trusts & Estates Editorial Advisory Board

Note from the Editor

Rorie Sherman, Editor in Chief

Trusts & Estates is the town center where experts who serve the planning needs of the ultra-wealthy gather to gain insight into their specialties and to learn about related professions. Community members include estate-planning lawyers, corporate and individual trustees, financial planners, accountants, investment advisors, charitable giving specialists, family office executives, insurance agents, valuation experts and the like....More about us



T&E edit guidelines / T&E advisory board members


Tech E-Letter

Analyzing ILITs

InKnowVision has a spreadsheet-based software that helps wealth planners look at irrevocable life insurance trusts...

Roth Conversion 2010

A new software package helps advisors deal with the complexities and opportunities presented by Roth conversions after 2009...

View Past Technology Review Newsletters


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Download The 2009 Findings from a Nationwide Survey of Estate Planning Attorneys

Podcasts

Advising the Wealthy:
It's a Whole New Game

Many underlying assumptions of wealth planning have been proven wrong. Clients are shaken. How can advisors help clients now? Charlie Ratner talks with estate-planning expert Lou Harrison, investment guru Michael Lewitt and retirement benefits specialist Mike Jones. Register for this timely podcast......

Webinars

Integrative Philanthropy

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!...

The Electronic Practice

Learn how to get the most out of your computer as you work with trusts and estates matters. Sponsored by Sungard -
Available On Demand!...

All Offense — How to Get More Affluent Clients
In Tough Times

A three-part webinar series hosted by Registered Rep. magazine and Presented by Matt Oechsli of The Oechsli Institute- Available On Demand!...

Press Releases

WealthCounsel and Trusts & Estates Magazine Release Findings from the Third Annual Industry Trends Survey

WealthCounsel, a nationwide organization of estate planning attorneys, and Trusts & Estates magazine today released the results of the Third Annual Industry Trends Survey. The announcement came on opening day of the 44th Annual Heckerling Institute on Estate Planning in Orlando, Florida where several thousand estate planning practitioners gathered for a week-long educational conference....

2009 Events