The Net, Net Gift

Practitioners are well-aware that lifetime gifts are more tax-efficient than transfers at death. But during the past seven years there's been a possibility...

Transferring Art When No Charity Is Involved

Taxes are never fun but unexpected taxes are especially annoying. If a Florida resident sells a painting through a worldwide auction house, which holds...

Rolling Short-term GRATs Are (Almost) Always Best

As the Internal Revenue Code's Section 7520 rate dropped this year to near-record lows (down to 3.2 percent in May 2008), some estate planners began recommending...

Practitioners Weigh In On 2 Percent Floor Debate

With the Internal Revenue Service on the verge of issuing final regulations,...

Section 2053 Proposed Regs

In an effort to provide uniformity and certainty in the valuation of claims for estate tax purposes, the Department of Treasury issued proposed regulations...

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 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

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