New Head of AALU 

Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item...

CFP BOARD ESTABLISHES TASK FORCE TO RESTRUCTURE INTERNATIONAL OPERATION TO BETTER SERVE CFP(tm) CERTIFICANTS WORLDWIDE 

Task Force To Propose Most Effective Structure For CFP(tm) CertificationProgram To Address Rapid Globalization of Financial Planning -...

The Stock Market Can Only Ignore The Economy For So Long, says Strategist 

Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item...

ICFE's Top Five Money Do's For Consumers 

Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item...

Michael Roy Fugler Named Chairman of National Investment Banking Association 

Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item...

Commentary: Breaking Up Is So Costly To Do 

Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item...

Significant Securities Rulings Handed Down 

Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item...

Raising Responsible Children Of Wealth 

CHILD REARING IS a long-term investment plan. It will only be as good as the careful tending that parents give to it. Any parent who has ever tried to establish a financial plan for his or her child knows that along with the security of having money comes the awesome burden of teaching social and financial responsibility in the midst of plenty....

Raising Responsible Children Of Wealth 

CHILD REARING IS a long-term investment plan. It will only be as good as the careful tending that parents give to it. Any parent who has ever tried to establish a financial plan for his or her child knows that along with the security of having money comes the awesome burden of teaching social and financial responsibility in the midst of plenty....

Portfolio Management Consultants, Inc. to Work With Sterling, A Division of National City Bank, to Provide Private Client Services Initiative 

Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item...

REIT Sector Called 'Safe Haven' 

Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item...

Raising Responsible Children Of Wealth 

CHILD REARING IS a long-term investment plan. It will only be as good as the careful tending that parents give to it. Any parent who has ever tried to establish a financial plan for his or her child knows that along with the security of having money comes the awesome burden of teaching social and financial responsibility in the midst of plenty....

Banks Get Gramm-Leach-Bliley Reprieve 

Banks Get Gramm-Leach-Bliley Reprieve By Christopher Weems Associate Editor Banking institutions face a sea of change in their industry due to new regulations...

Income Tax Actions by Executors on Behalf of Decedents 

Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item...

Dearborn Offers Online Certificate in Financial Planning 

B>Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news...

Can Small Employers Be Encouraged to Offer Retirement Plans? 

Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item...

How to Find a Good Financial Planner 

Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item...

Independent Community Bankers Pinpoint Estate-Tax and Rate Cuts as Top Priorities 

Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item...

Company offers free Market Opportunity Guide for IRA Distribution Planning 

Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item...

Recent Case Law Developments In Will And Trust Instrument Construction 

LITIGATION IS NOW MUCH A PART OF the life of the fiduciary. The construction process of Will and trust instruments is a frequent target. In some of these cases, beneficiaries commenced legal actions to enhance or establish their beneficial interests or to enlarge their distributions. In others, fiduciaries instituted litigation seeking instructions as to the meaning of ambiguous provisions or attempting to obtain protection from liability....

AICPA Task Force Weighs In on Estate Tax Debate 

Most policy-makers agree that the transfer tax system -- more commonly known as the estate tax, the gift tax and the generation-skipping tax -- needs...

SBSC Calls for Terminating Death Tax 

SBSC Calls for Terminating Death Tax The Small Business Survival Committee (SBSC) reiterated its view during National Small Business Week that the death...

Donations Of Art: They Are Not Just Appropriate For Museums 

It is important for collectors who wish to become donors, to plan properly for the lifetime and testamentary disposition of their art collections. The rules are complicated. A donor should get competent professional counsel in structuring any gift of works of art to charity. A strong working relationship must be forged between the fundraiser, the donor, the donor’s normal legal and/or financial advisor and an independent art advisor.

...

Wealth management practitioners having trouble Keeping Clients 

Clients are becoming a scarce asset for financial services professionals, according to recent research....

Coming To A Wal-Mart Near You: Tax-Free GRATs 

The Walton case determined that Reg. Sec. 25.2702-3(e), Example 5 is an invalid interpretation of Sec. 2702. Tax-free GRATs have now been sanctioned by the Tax Court....

Previous | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15 | 16 | 17 | 18 | 19 | 20 | 21 | 22 | 23 | 24 | 25 | 26 | 27 | 28 | 29 | 30 | 31 | 32 | 33 | 34 | 35 | 36 | 37 | 38 | 39 | 40 | Next

Topics of Interest

Estate Tax Donor Advised Funds
GSTs Family Offices
Private Foundations Life Insurance
2010 Tax Act News Industry Trends Surveys

E-Newsletter Signup

Poll

Topics of Interest

Estate Tax Donor Advised Funds
GSTs Family Offices
Private Foundations Life Insurance
2010 Tax Act News Industry Trends Surveys

E-Newsletter Signup

Videos


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

View more 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

View More from Technology 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

View More 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

Browse Back Issues

What's new on
WealthManagement.com


Most Popular Stories

Follow us on Twitter