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September 1, 2011
BRIEFING: SEPTEMBER 1, 2011
Note From the Editor
Starting in 2010, when individuals could convert tax-deferred individual retirement accounts to tax-free Roth IRAs regardless of their adjusted gross...
Tax Law Update
Tax Court analyzes whether trustee's power to make distributions for her own welfare created general power of appointment In Estate of Ann R. Chancellor...
Managing Paradoxes
I'll be the first to admit that estate planning for the family business owner isn't easy. Many families don't even engage in the process. Those that do...
Planning for the Here and Now
In the past few months, we've witnessed political and economic events that are unprecedented in recent memory. The debt crisis and ensuing investment...
FEATURES: ESTATE PLANNING & TAXATION
Set It, But Don't Forget It
Perhaps it's a matter of managing expectations and responsibilities between attorneys and clients about who will have the ongoing responsibility to ensure...
State Death Tax Planning
Once upon a time, estate planners focused almost exclusively on the federal tax implications of their planning for clients. State1 death taxes, which...
HIGH-NET-WORTH FAMILIES & FAMILY OFFICES
SEC Rules on the Family Office
Family offices must now square the corners of their ownership and investment process with a new regulation. The Dodd-Frank Wall Street Reform and Consumer...
COMMITTEE REPORT: RETIREMENT BENEFITS
In-plan Roth Rollovers
An in-plan Roth rollover (IPRR) is effective for distributions from Internal Revenue Code Section 401(k) plans and IRC Section 403(b) plans made after...
How to Murder a 2010 Roth IRA Conversion
Last year 2010 was the first year tax-deferred individual retirement accounts could be converted into tax-free Roth IRAs without having to worry about...
Death by IRA Beneficiary Designation
Individual retirement accounts have long been treated as the proverbial red-headed stepchild of estate planning. Until recently, they were often overlooked,...
SPECIAL REPORT: THE DIGITAL WORLD
Estate Administration in Cyberspace
Until just a few years ago, an estate executor on the hunt for important documents might find them in a filing cabinet at a decedent's home or in a safety...
Helping Clients Reach Their Great Digital Beyond
We've all done just that, probably more often than we should admit. On the way to getting started with a new social media or online service, most of us...
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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.
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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)
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