Asset Protection

A Widening Net

With 2011 come and gone, we look back at the recent developments in the area of asset protection planning. With fewer clients concerned about estate taxes...

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...

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...

Restorative Payments

In March 2009, Bernard L. Madoff pleaded guilty to federal charges involving a Ponzi scheme....

Reassessing Risk

Since the financial crisis of 2008, global markets have been surprisingly resilient. Investors who continued to follow disciplined strategies have recovered much of their losses, if not their confidence....

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Elder Law

The High Cost of Aging

Long-term care (LTC) and how we pay for it continue to be major issues for Americans and our federal, state and local governments. Congress attempted...

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...

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...

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....

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Practice Development

The Changing Face of American Wealth

In 2008, the generation had just begun to enter retirement when the great recession intervened, postponing plans for many, shattering dreams for some...

Death and Damages Can Be Taxing

You may have clients who are plaintiffs in a wrongful death or survival lawsuit (based on another's death) or in a lawsuit stemming from their own personal...

The State of Estate Planning

On Dec. 17, 2010, President Obama signed into law the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (the Act). The Act...

The $52 Million Lunch

Funny things happen in the practice of law. This column will share some of them from over 30 years of my practice with clients all over the world. On...

Goodbye to Gobbledygook?

Congress proclaimed that the Plain Writing Act of 2010 (the Act)1 will improve the effectiveness and accountability of the IRS and other [f]ederal agencies...

More Practice Development Articles

International Law

The HIRE Act

The Hiring Incentives to Restore Employment Act (the HIRE Act)1 of 2010, found in Internal Revenue Code Section 6038D, enacted foreign asset disclosure...

2011: A Time to Hunker Down

As we begin 2012, certain global concerns from 2011 continue to resonate. We're still dealing with an: uncertain global economy, with a focus on the troublesome...

Unconventional Wisdom

From an international perspective, family businesses in the Gulf region are taking new approaches to succession. In five areas, some leading Gulf families...

Unpredictable Treatment

As the world appears to shrink, more people acquire property in multiple jurisdictions or have family members living in different countries. Residents...

Defending Offshore Trusts From Foreign Attack

Trustees sometimes find themselves staring down the barrel of the litigation gun, whether as the target, or, more typically, as a neutral party standing...

More International Law Articles

Ethics

Managing CLAT Investments

Charitable lead annuity trusts (CLATs) have received considerable attention recently, in light of current low interest rates. If structured correctly,...

Securities Laws and Estate Planning: Where Do the Roads Cross?

If you're an estate planner, you're probably not an expert in securities laws. But you may have clients who are of publicly held companies or who own...

Reputation Management in the Internet Age

Ripped from the headlines: CEO Faces $7 Million Judgment After Son's Driving Conviction in The Financial News Daily; Businesswoman Fires Nanny, Gets Slapped...

I Do, Act II

Estate planning in the context of second marriages is increasingly common and necessary in the evolving world in which we practice. Estate-planning techniques...

Successor Trustee Liability

In recent years, as the economy has faltered and banks have failed, merged and re-emerged, the fiduciary business with its annuity revenue stream seems...

More Ethics Articles

Family Businesses

Holding Family Business Interests In Trust

Diversify, diversify, diversify. That's the mantra for trust investing under the Uniform Prudent Investor Act (UPIA), which has been adopted in some way,...

Handling the Democratization of Dynasty

These days, problems of governance could hardly seem more acute and alive in a public consciousness driven by the information revolution. There's a heightened...

More Family Business Articles

Topics of Interest

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

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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

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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.

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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.

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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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