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April 1, 2004
Articles
SHOULD HAVE. COULD HAVE?
We know a lawyer who represents himself has a fool for a client. Here's a variation on that old saw: The lawyer whose client is a litigious lawyer is...
UNHAPPY WITH $420,000 A YEAR
Old school lawyers who focus on client estate plans earn the least, but are satisfied with their lots. New-fangled lawyers, who go so far as to take commissions...
TAX LAW
From David A. Handler in the Chicago office of Kirkland & Ellis, we have this update: Statutory interest on bequests deductible as administration expense...
CHARITABLE GIVING
From David T. Leibell and Daniel L. Daniels of Cummings & Lockwood LLC in Stamford, Conn. we have this update: Federal Judge Orders Internal Revenue Service...
SCHOOL FOR WEALTH MANAGEMENT
As the economy is supposedly ramping up, so is continuing education for wealth management. Three new programs are on the horizon one from the American...
BEWARE STATISTICS
A recent study heralds a rise in Asian-American investors with at least half a million in assets. But that doesn't necessarily spell opportunity for advisors....
Make Mediation Expenses Deductible
Justice Oliver Wendell Holmes, Jr., said it best: The life of the law has not been logic; it has been experience.1 This means the law's ability to accommodate...
A Whole New Game
As with split dollar, the Treasury Department and the Internal Revenue Service have proven they understand what is going on in the life insurance marketplace...
Ten Common Foundation Mistakes
As an advisor to private foundations, I have seen them run afoul of the Internal Revenue Service time and again. Many of the missteps are inadvertent,...
The Liberation of Total Return
Total return legislation, now law in 40 states, freed trustees of income-only trusts to make investment decisions without being captive to immediate cash...
Decoupling's Dilemma
The 2001 Economic Growth and Tax Relief Reconciliation Act (EGTRRA) has seriously affected estate planning in jurisdictions throughout the country. Not...
Mad Dash
Most people don't think of the trust industry as being part of a modern-day gold rush. But it must be. Why else would virtually every type of financial...
Is Your Client Really Senile?
Seniors suffer a variety of maladies that may look like senility or dementia but aren't. Some can be reversed. Assuming seniors are beyond hope can rob...
Last-Minute Gift from the Feds
If you're like me, you don't read the instructions when assembling a barbecue grill. You may, however, wish to take a look at the Internal Revenue Service's...
Note from the Editor
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
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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.
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