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July 1, 2011
Briefing: July 1, 2011
Note From the Editor
We at Trusts & Estates and its sister publication, Registered Rep., have decided to energize those lazy, hazy, crazy days of summer, by launching this...
Tax Law Update
Ninth Circuit affirms Tax Court that assets transferred to family limited partnership (FLP) are includible in decedent's estate In an unpublished memorandum...
Philanthropy
Prepare for a Possible Change to Tax-exempt Status of Charities
When planning for charitable gifts, especially those accomplished using strategies that result in the gifts unfolding over an extended time, donors and...
Special Report: Elder Care
Driving Miss Daisy
How do we deal with a client's diminishing capabilities? We need to encourage families to engage in important discussions about allowing an agent to determine...
The New Investment Alternative
Long-term care (LTC) insurance can be an attractive investment alternative for high-net-worth individuals for two reasons....
Valuable Resources
As practitioners in the world of estate planning and elder law, we're all aware that America's aging population faces countless and challenging legal...
Estate Planning & Taxation
Individuals With Special Needs
Although the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 reduced the importance of estate tax planning for many, it...
Philanthropy
Gifting a Personal Residence or Farm
There was an old woman who lived in a shoe Had she planned on giving that shoe (her personal residence) to a charitable remainder unitrust (CRUT) or charitable...
Charitable Remainder Trusts Revisited
Many charitably inclined clients abstained from making significant outright donations to charity or creating or funding charitable remainder trusts (CRTs)...
Valuations
Should Substantial Discounts Apply to Very Short Holding Periods?
What factors impact marketability discounts in restricted stock transactions? Typically, an investor's expected holding period is the primary determinant...
Special Report: Review of Reviews
The Busy Practitioner's Guide to Student-edited Law Journals
Which articles appearing in student-edited law journals should estate planners and wealth advisors be familiar with? We identified six diverse articles...
Videos
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T&E eNewsletters
Wealth Watch 
Wealth Watch is a free e-newsletter delivered twice a month with expert advice on wealth management from Trusts & Estates.
Latest from Wealth Watch
Tech. Review
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.
Latest from Tech. Review
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.
Latest from Conrad Teitell
2011 Trust Glossary
Click here to download the 2011 Trust Glossary
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
Click here to view the most up to date guide (September 2011)
Press Releases
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