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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Conrad Teitell's Guide to Tax Benefits For Charitable Gifts (Updated August 2010)

America's Top 100 Independent B/D Advisors

Seminar: Estate Planning for NYC Residential Building Owners - Register Now by clicking here
Program Co-Sponsored by Trusts & Estates Magazine, the Rent Stabilization Association (RSA), and New York County Lawyers Association (NYCLA) Trusts & Estates Section
 
Panelists will include attorneys specializing in real estate and estate planning.
Moderators:    Robin A. Bernstein, Esq., RSA Deputy Counsel; Susan Lipp, Esq., Editor-in-Chief, Trusts & Estates Magazine; Sylvia E. DiPietro, Esq., Chair, NYCLA Estates Trusts & Estates Section

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Wealth Watch is a free e-newsletter delivered twice a month with expert advice on wealth management from Trusts & Estates.

Fate of Famed Art Collection Unresolved

Tennessee Chancery Court temporarily blocks the sale by financially strapped college of a 50 percent interest to a Walmart heiress’ new museum...

The Shifting Sands of the Tax Burden

A U.S. Court of Appeals ruling underscores the importance of paying attention to the tax implications of selling or transferring property before a testator’s death...

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Tech. Review Subscribe

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.

Gsphere

Comprehensive analysis of investment diversification...

VestingPoint.com’s Retirement Calculator

Evaluate retirement projections with this online tool...

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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

Roth IRA Conversions - The Critical Issues

Whether you are a tax professional, estate planner or financial advisor, it is important that you are well-equipped to effectively advise clients regarding Roth IRA conversions. -
Available On Demand!...

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!...