Tax on a Phantom Tax

A recent decision out of New Jersey Estate of Stevenson v. Director, Division of Taxation1 illustrates a novel issue arising under the decoupled estate...

Nice Booby Prize

The booby prize when property held in trust is included in a decedent's taxable estate is that the property receives a fresh income tax basis...

Play Ball!

Estate planning for professional athletes can be a whole different ballgame...

Use Spousal Agreements For Asset Protection

It is well-settled law in all of our states that a husband and wife can contract with one another...

QPRT Exit Strategy

Okay you've sold your clients on the potential estate tax benefit to be achieved with a qualified personal residence trust (QPRT)...

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

Get More Out of Outlook

Go beyond the basics with Microsoft’s software package...

TrustPortal

It’s more than trust accounting. It’s also – a wealth management tool for trust and investment management...

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Podcasts

Advising the Wealthy:
It's a Whole New Game

Many of the underlying assumptions of wealth planning have been proven wrong. Clients are shaken. So, what should advisors be discussing with clients these days? Better yet: How can advisors actually help clients now? Charlie Ratner talks with estate-planning expert Lou Harrison, investment guru Michael Lewitt and retirement benefits specialist Mike Jones. Hear what they have to say. Register for this timely Podcast from Trusts & Estates...

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In Tough Times

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

Managing Concentrated Stock Positions

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