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February 1, 2005
Articles
Bona Fide Sale
Under several Internal Revenue Code sections, the property a person transfers will remain in his gross estate if he retains certain rights or powers over...
The Beauty of QPRTs
The qualified personal residence trust, or QPRT,1 has faded in popularity due to declining interest rates (lower interest rates make QPRTs more expensive),...
Using Total Return Trusts
In even the closest of families, there's always a tension between a trust's current income beneficiary and the remainder beneficiaries over the investment...
Just Compensation
In an expos published in 2003, The Boston Globe reported that officers and directors at scores of foundations were themselves the principal beneficiaries...
Strong Portfolios For An Uncertain Future
In today's accelerated world, true long-term planning seems almost old-fashioned. Unfortunately, emphasis on the immediate creates the potential for shortsightedness...
Valuing Art
Boris Leavitt amassed a fortune in the mail order business and left a contemporary art collection that was appraised at $12.4 million when he died in...
Avoiding the Auction Block
On Oct. 28, 2004, a teleconference was hosted by Stephen Wolff of the Ashton Group in Newport Beach, Calif., on the subject of Priceless New Tax Ideas...
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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Bookstore / Library
Tech Center
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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