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....
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...
Related Links
Talk Talk Today
http://www.taxtalktoday.com/Sponsored by the Internal Revenue Serice, Tax Talk Today is a live Internet program featuring industry tax experts and professionals and top representatives from the IRS. Each program features discussions, real time interaction and the opportunity for viewers to participate in the discussion by e-mailing questions directly to the studio. Late-breaking news from the IRS may augment or pre-empt original programming, making Tax Talk Today a primary you heard it here first source of news about IRS initiatives, rules and decisions. In addition to the Live webcast, the FREE programs are available for up to 12 months through Tax Talk Today archives, as audio Podcasts or on DVD (perfect for conducting group viewings or for staff training).
American Bar Association Section of Real Property, Trust and Estate Law
www.abanet.org/rppt/Publicly available information as well as articles and information available only to ABA members.
ACTEC
www.actec.orgThe American College of Trust and Estate Counsel (ACTEC) is a nonprofit association of lawyers established in 1949. Its members are elected to the College by demonstrating the highest level of integrity, commitment to the profession, competence and experience as trust and estate counselors.
Leimberg Services
www.leimbergservices.comLeimberg Information Services (LISI) is a monthly subscription service providing financial service professionals fast, frank, and incisive analysis of proposed and recent legislation, regulations, cases, and rulings by experts.
Journal of Taxation
ria.thomson.com/estoreThe Journal of Taxation is devoted to the practical needs of the sophisticated practitioner. In-depth articles by leading practitioners examine the everyday and not-so-everyday challenges confronting tax lawyers and CPA's.
Estate Planning Magazine
ria.thomson.com/estoreDirected to estate planning professionals, this monthly periodical offers readers the newest and most innovative strategies for saving taxes, building wealth, and managing assets.
Wills, Trusts & Estates Prof Blog
lawprofessors.typepad.com/trusts_estates_profThis blog is a member of the law professor blogs network, editor: Gerry W. Beyer, professor of law, Texas Tech Univ. School of Law.
California Estate Planning Practice Blog
blogs.tldlaw.com/estate_planningPublished by Jennifer N. Sawday, associate at Tredway, Lumsdaine & Doyle, LLPA.
California Estate Lawyer Blog
www.californiaestatelawyerblog.comPublished by Theodore M. Hankin, attorney CPA, Newport Beach, Calif.
California Estate Planning Lawyer Blog
www.californiaestateplanninglawyerblog.comPublished by Scott Sagaria of the Law Offices of Scott J. Sagaria, San Jose, Calif.
California Tax Attorney Blog
www.californiataxattorneyblog.comPublished by Mitchel A. Port of the Law Office of Mitchel A. Port, Los Angeles
Florida Estate Planning Lawyer Blog (Jacksonville)
www.floridaestateplanninglawyerblog.comPublished by David M Goldman Hamill, lawyer in Jacksonville, Fla. Information, resources and commentary about estate planning, elder law, Florida/Medicaid, care-giving, family and business matters in Florida.
Florida Probate & Trust Litigation Blog
www.flprobatelitigation.comPublished by Juan C. Antenez of Stokes McMillan Maracini & Antúnez. News, cases and resources.
Massachusettes Estate Planning & Elder Law
www.lhamillattorney.typepad.comPublished by Leanna Hamill, lawyer in Hingham, MA Information, resources and commentary about estate planning, elder law, MassHealth/Medicaid, care-giving, family matters and growing older in Massachusetts
North Carolina Estate Planning Blog
www.ncestateplanningblog.comPublished by Gregory Herman-Giddens, attorney of TrustCounsel, P.A. "Wealth Transfer Planning, Asset Preservation, Probate & Taxation.
PA Elder, Estate & Fiduciary Law Blog
paelderestatefiduciary.blogspot.comPublished by Neil E. Hendershot, Esq. of Harrisburg, Pennsylvania
The New York Probate Litigation Blog
www.nyprobatelitigation.comPublished by Philip M. Bernstein of P M Bernstein P.C. in Garden City, N.Y.
The Ohio Trust & Estate Blog
bonasera.orgPublished by Michael D. Bonasera, aassociate, in the Columbus, Ohio office of Buckingham, Doolittle & Burroughs, LLP.
You and Yours Blawg (New Jersey)
youandyoursblawg.blogspot.comDeirdre R. Wheatley-Liss of Fein, Such, Kahn & Shepard, P.C., Parsippany, New Jersey.
Estate Planning & Taxation Committee
Louis S. Harrison (co-chair)
Harrison & Held, LLPAl W. King III (co-chair)
South Dakota Trust Company, LLCDouglas Moore (co-chair)
U.S. Trust, Bank of America Private Wealth ManagementThomas G. Opferman (co-chair)
Sonnenschein Nath & Rosenthal LLPTurney P. Berry
Wyatt, Tarrant & Combs, LLPAlexander A. Bove, Jr.
Bove & Langa, PCJeffrey H. Brodsky
Ernst & Young LLPPaul N. Frimmer
Loeb & Loeb LLPChristopher H. Gadsden
Gadsden Schneider & Woodward LLPDavid A. Handler
Kirkland & Ellis LLPMichael O. Hartz
Katten Muchin Rosenman LLPCarlyn S. McCaffrey
Weil, Gotshal & Manges LLPCharles A. Redd
Sonnenschein Nath & Rosenthal LLPGideon Rothschild
Moses & Singer LLPComplete list of the Trusts & Estates Editorial Advisory Board
