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August 1, 2011
Briefing: August 1, 2011
Note From the Editor
At one time or another, we've all put off or avoided having a particular conversation with someone, especially if we had bad news to report or needed...
Tax Law Update
Internal Revenue Service rules that a will's it is my desire language is a mandatory bequest In Technical Advice Memorandum 201126030, the decedent's...
The Business Within
A new study titled Don't Lock Me Out: Life Story Interviews of Family Business Owners Facing Succession, by Alexandra Solomon, et. al, analyzes life-story...
Van Dusen: It's Not Just About the Cats
Precedents, those cases we look back to again and again for guidance when preparing returns or preparing for an Internal Revenue Service audit, aren't...
Features: Estate Planning & Taxation
Giving Crummey Notices: Best Practices
Estate planning practitioners regularly include some form of withdrawal rights in irrevocable trusts, exercisable with respect to a specific amount and...
Making Two Years Last a Lifetime
The sweeping federal tax legislation enacted in 2001 was a boon for many, but it also created a thorny issue for estate tax planning. The law provided...
Transfer of Interest in FLPs
Fewer estates are now subject to federal estate taxes, thanks to the $5 million federal estate tax exemption. Internal Revenue Service data indicates...
The TEA Factor
The Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (TRA 2010) has been described as an estate planning with its 35 percent...
Retirement Benefits
Taking Another Look at Roth IRAs
As the U.S. economy continues its sluggish recovery, and despite the turbulence and uncertainty of the global economy, there's a tremendous planning opportunity...
Special Report: High-Net-Worth Families & Family Offices
Breaking the Silence
Many wealth management professionals spend a large portion of their time and energy designing elegant, tax-efficient estate plans for their clients. This...
Asset Protection: Then and Now
The field of asset protection is often stigmatized. The phrase may inspire thoughts of deadbeats, scam artists, and tax evaders.1 However, the concept...
The Elephant in the Room
Family Office Exchange (FOX) has long maintained that an informed and educated client is a better client. This is especially true when it comes to wealth...
Special Report: Investments
Top 50 Wealth Management RIAs
Our sister publication, Registered Rep., partnered with Meridian IQ to prepare a list of the 50 wealth managers in the United States with the most assets...
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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