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Introducing Adobe Acrobat

Jun 12, 2006, By Donald H. Kelley

You may create PDF files for convenient document delivery and collaborative drafting, with Adobe Acrobat. Here are some suggestions and information for getting the most out of Acrobat. ...

State and Inheritance Taxes

Apr 19, 2006, By Donald H. Kelley

The Economic Growth and Tax Relief Reconciliation Act (EGTRRA) of 2001 phased out the federal credit for estate taxes for deaths starting in the year 2005. ...

Web-Based Calculators -- Part 2

Mar 22, 2006, By Donald H. Kelley

For your retirement planning practice, there are many calculating resources available online. Here are some examples relating to pension plans, individual retirement accounts (IRAs) and Roth IRAs....

Web Based Calculators -- Part 1

Feb 8, 2006, By Donald H. Kelley

You may be surprised at how many calculating resources that could be of use in your practice are available free on the Internet. How many times a day could you use quick, standalone calculations that would spare you having to launch larger, more comprehensive estate or financial planning programs?...

Internet Resources for Family Offices

Jan 19, 2006, By Donald H. Kelley

What's on the Web to assist with the formation, organization and operation of a family office...

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New on the Web

Conrad Teitell's Guide to Tax Benefits For Charitable Gifts (Updated August 2010)

America's Top 100 Independent B/D Advisors

Seminar: Estate Planning for NYC Residential Building Owners - Register Now by clicking here
Program Co-Sponsored by Trusts & Estates Magazine, the Rent Stabilization Association (RSA), and New York County Lawyers Association (NYCLA) Trusts & Estates Section

Panelists will include attorneys specializing in real estate and estate planning.
Moderators: Robin A. Bernstein, Esq., RSA Deputy Counsel; Susan Lipp, Esq., Editor-in-Chief, Trusts & Estates Magazine; Sylvia E. DiPietro, Esq., Chair, NYCLA Estates Trusts & Estates Section

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Wealth Watch is a free e-newsletter delivered twice a month with expert advice on wealth management from Trusts & Estates.

Fate of Famed Art Collection Unresolved

By David Thayne Leibell, partner in the Stamford, Conn. and New York City offices of Wiggin and Dana LLP

Tennessee Chancery Court temporarily blocks the sale by financially strapped college of a 50 percent interest to a Walmart heiress’ new museum...

The Shifting Sands of the Tax Burden

By John T. Brooks, partner, and Samantha E. Weissbluth, senior counsel, Foley & Lardner LLP, Chicago

A U.S. Court of Appeals ruling underscores the importance of paying attention to the tax implications of selling or transferring property before a testator’s death...

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Tech. Review Subscribe

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.

Gsphere

By Donald H. Kelley

Comprehensive analysis of investment diversification...

VestingPoint.com’s Retirement Calculator

By Donald H. Kelley

Evaluate retirement projections with this online tool...

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Past Issues

Download The 2009 Findings from a Nationwide Survey of Estate Planning Attorneys

Podcasts

Advising the Wealthy: It's a Whole New Game

Charlie Ratner talks with estate-planning expert Lou Harrison, investment guru Michael Lewitt and retirement benefits specialist Mike Jones. Register for this timely podcast......

More Podcasts...

Webinars

Roth IRA Conversions - The Critical Issues

Whether you are a tax professional, estate planner or financial advisor, it is important that you are well-equipped to effectively advise clients regarding Roth IRA conversions. -
Available On Demand!...

Aligning Charitable Giving & Life Insurance

Best Practices, Planning Techniques, and Philanthropic Benefits. Tanya Howe Johnson, President & CEO of the PPP, Kelly Kidwell, President & CEO of Pacific Advisors and Chairman of the AALU Charitable Planning Committee, and Phil Cubeta, the Sallie B. and William B. Wallace Chair in Philanthropy at the American College. Available On Demand!...

Integrative Philanthropy

Times are tough - in fact, donors are more careful to integrate their philanthropy with their financial and estate planning. Robert F. Sharpe, Jr. and Marc D. Hoffman describe the current philanthropic/political landscape and review the techniques that donors of means are now increasingly using to optimize their giving.
Available On Demand!...