Patented Tax Strategies
The article Patenting Tax Strategies by Mary Lee Turk of McDermott, Will and Emery in Chicago in the December 2006 issue of Trusts & Estates discusses recent cases on the patenting of tax strategies, examines the issues pertaining to the patented stock option grantor annuity trust (SOGRAT) strategy raised by Wealth Transfer Group LLC v. Rowe, No. 3:06-cv-00024-AWT (D. Conn. Jan. 6, 2006) and advocates changes in the treatment of patented tax strategies. ...
Microsoft Vista and Office 2007 -- What Have You Done for Me Lately?
Microsoft Vista and Microsoft Office 2007, along with other products (like Internet Explorer 7, which was released before Vista) offer a variety of new features potentially useful to the trusts and estates practitioner....
Online Securities Valuation
Appraise, a service provided by Evaluation Services, Inc. of Old Tappan, NJ, furnishes securities pricing for estate and gift tax returns, cost basis research and corporate action information through a web-based platform. Click here to read full story...
Retirement Income Navigator
Kelley Rating (one asterisk = lowest, to five asterisks = highest):
- ease of navigation, design of interface and learning curve ***
- instructional documentation and help system ***
- carries out the goal of the product as advertised ****
- overall usefulness **** ...
Heckerling 2007: A View From the Booth
The 41st Annual Heckerling Institute on Estate Planning (held in Orlando, Fla. on Jan. 8-12) offered exceptional expert presenters and written materials for the trusts-and-estates practice. The event featured numerous exhibitors displaying the latest products and services in an informative and educational manner....
Holiday Wish: a Trusts and Estates Desktop
If you were starting from scratch with a reasonable budget to create a complex of software and quick Internet references for assisting with an efficient trusts-and-estates practice, what should you include on your wish list? ...
Forms on the Web for the T&E Practice
Why consider looking for forms on the Web? There are numerous websites with trusts-and estates-related drafting forms and drafting advice, both for free and for a fee. You should, of course, shop for such forms with the same care you apply to evaluating any other products you use in your practice. ...
Planned Giving Resources
The World Wide Web offers some excellent resources for calculating and presenting the financial and tax implications of charitable giving. These tools serve a valuable function -- they help potential donors devise financial plans aligned with their values and objectives -- while changing the way people think about philanthropy....
So You Think You Know PowerPoint
You don't need to be an advanced PowerPoint user capable of injecting all the bells and whistles into a slide show to quickly create a useful presentation. When you need to accomplish succinct and effective communication with a client, colleagues or a group, you can do so through PowerPoint without fuss and furor. ...
GainsKeeper
Tracks the gains and losses in securities portfolios and supplies a variety of tax preparation assistance ...
