Fiduciary Litigation Update

Special Edition: Financial Crises of the Past 

It was November 1929—just one month after the now infamous Stock Market Crash of 1929. And Trusts & Estates magazine was there. ...

Reputation Management 

A family’s good name needs protection like any other asset. Yet it’s more vulnerable than ever in these instant-information celebrity-obsessed times...

Barred by Lunatics Law 

How a preexisting substituted judgment order can preclude posthumous challenges to a will in California (and possibly elsewhere): the lesson of Murphy v. Murphy...

Amend the Amendment Clause 

A few simple changes can make revocable trusts a tad less flexible so that your clients’ beneficiaries aren’t dragged into post-mortem legal wrangling...

Celebrity Estates Face Off With Publicity Laws 

Marilyn Monroe died in 1962 but only recently lost control of her likeness; James Brown just died in 2006 but may already lose control of his. ...

Privilege Planning Is an Ounce of Prevention 

Fellow practitioners—please direct your attention to a well-written and thought-provoking article providing client-saving advice on a topic that may not be uppermost in your minds when working on estate plans and tax returns: privilege....

JELL-O Fortune Slips Away 

State high court rules that an "adopted-out" child is not entitled to inherit her biological mother’s estate...

Estate Tax on Wrongful Death Claims? 

An Illinois appellate decision sets a potentially dangerous precedent suggesting it’s possible...

Discovery Goofs 

An inadvertently disclosed document is sometimes a buried treasure -- but always a hot potato. Here's what to do when one lands in your lap...

Corporate Trustees Beware 

Disappointed heirs lose their case against a bank -- but look at how much convincing the court needed...

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Build a Better Endowment

Solid university endowments can survive economic storms...

A Pitch for Privacy Rights

Milwaukee Brewers relief pitcher asks court to seal the records of his wife’s cocaine-related death...

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Accruit

Streamlining the management of like-kind exchanges...

Analyzing ILITs

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

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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

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

Aligning Charitable Giving & Life Insurance

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!...

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!...

Press Releases

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 which was released at the 44th Annual Heckerling Institute on Estate Planning educational conference....

2009 Events