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April 1, 2005
Articles
Brave New World Of Basis Planning
For decades, estate planning has been dominated by techniques designed to minimize a confiscatory federal estate tax. But higher exemption levels created...
Rating the Quarterback
Who do wealth owners trust most for financial advice? Outside their family officers, it's their lawyers and accountants. Clearly these advisors are not...
The Disconnect
California is a significant force in philanthropy in the United States. In 2001, California's taxpayers contributed $16.5 billion to philanthropy, in...
The True Test
Owners of closely held businesses have traditionally used buy-sell agreements to restrict the transfer of interests in their businesses to unwanted third...
GRAT Hand Off
For closely held family business owners who want their businesses to pass to the next generation, there are various estate-planning techniques that should...
After the Sale
There comes a time in the life of many wealthy families when selling the family business seems like the right thing to do because no one in the younger...
Trustees Everywhere Be Afraid
A New York judge's recent decision in Estate of Dumont1 should give trustees reason to pause and re-evaluate the investment policies and procedures of...
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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