Life Insurance Product Suitability, Revisited

In a January 2010 Trusts & Estates article entitled The Estate Planner's Guide to Product Suitability,1 I suggested that it's imperative to have a process...

Substituting a Life Insurance Policy in an Irrevocable Trust

On Dec. 1, 2011, the Internal Revenue Service issued Revenue Ruling 2011-28,1 which finally clarified that a life insurance policy in an irrevocable trust...

Managing Trust-Owned Life Insurance

In Part 1 of this article, published in the December 2011 issue of Trusts & Estates, I examined a lawyer's duty of care to trust beneficiaries and the...

A Look Back at Life Insurance

Life insurance is a confusing topic in and of itself. Start a conversation about life insurance at your next cocktail party and see what happens. The...

The New Investment Alternative

Long-term care (LTC) insurance can be an attractive investment alternative for high-net-worth individuals for two reasons....

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2010 Tax Act News Industry Trends Surveys

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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 years ago, in May 1962, we featured articles such as: "Future of Canadian Trusteeship" by Arthur H. Mingay", "Training Trust Employees" by Ian M. Marr, "What is a Trust Officer?" by Eric J. Brown, and "Selling Services" by Donald I. Webb.

Conrad Teitell's Guide to Tax Benefits For Charitable Gifts

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