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April 1, 2010
Letters to the Editor
Dear Editor: We are trusts and estates attorneys practicing in New Hampshire. We read with interest the January 2010 article by Mark Merric and Daniel...
Briefing
Tax Law Update
Tax Court rules in favor of taxpayer in family limited partnership case, noting the marital deduction In Estate of Charlene B. Shurtz v. Commissioner,...
What's Holding the Wealthy Back?
In March 2010, Barclays Wealth, the wealth management division of Barclays Bank PLC, published the results of its survey, Philanthropy: Barriers to Giving...
Features
The Passive Activity Loss Rules
Estate planners often must make a decision whether to recommend a family limited partnership (FLP) or family limited liability company (FLLC) to achieve...
Pre-liquidity Planning
It has been 18 months since the collapse of Lehman Brothers and just over a year since the stock market touched its lows. Although the stock market has...
No Train Wreck, Now What?
Despite the dire economic prospects of 2008-2009 and many families' fears that they'd have to shut down their single family offices (SFOs), the train...
The Real Allure of Emerging Markets
The conventional investment wisdom of going where the growth is would suggest increasing equity allocations to emerging markets. But our research shows...
Chase Away IRA Spousal Rollover Demons
When IRA custodians get nervous, they often need a private letter ruling to calm them down and tell them that what they're doing or planning to do is...
Special Report: Fiduciary Professions
Charging Order
A charging order only allows a creditor the right to attach distributions rather than allowing a creditor to succeed to all of the ownership rights of...
Risk Assessment
Financial professionals do it. Insurance professionals do it. Actuaries certainly do it. Yet we, as tax and estate planning professionals, all too often...
Note From the Editor
As the editor in chief of Registered Rep., and RegisteredRep.com, the sister magazine and website of Trusts & Estates, I've been in a good spot to watch...
Videos
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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
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 year ago, in February 1962, we featured articles such as: "New Techniques for Preparing Wills" by Ralph R. Neuhoff, "Trust Salesmen" by J. David Lynch, "Social Consciousness and Private Charity" by Lowell H. Brammer and "Life Insurance as an Inflationary Hedge" by R. Edwin Wood. |
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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