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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Private Foundations Life Insurance
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Technology Review is a free monthly e-newsletter from Trusts & Estates and nationally renowned expert Donald H. Kelley. It is geared to keeping estate planning lawyers current on the latest tech news they can use.

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Philanthropy Tax Guide

Each month, Conrad Teitell reports on and analyzes as important tax development governing charitable contributions, including how to maximize the benefits and avoid the pitfalls.

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2011 Trust Glossary

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50 Years Ago This Month

50 year ago, in February 1962, we featured articles such as: "New Techniques for Preparing Wills" by Ralph R. Neuhoff, "Trust Salesmen" by J. David Lynch, "Social Consciousness and Private Charity" by Lowell H. Brammer and "Life Insurance as an Inflationary Hedge" by R. Edwin Wood.

Conrad Teitell's Guide to Tax Benefits For Charitable Gifts

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