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August 1, 2010
Briefing
Note From the Editor
We know you're always on the go. But that doesn't mean you should ever be out of the loop. So we at Trusts & Estates want to make sure that you're always...
Tax Law Update
Internal Revenue Service ignores trust amendment designed to create designated beneficiary Private Letter Ruling 201021038 (May 28, 2010) shows the importance...
Special Report
Scratching Your Head Over 2010 Estate Plans?
We're now entering the eighth month of 2010 a year in which we've had no estate tax. We're also facing possible legislation and uncertainty on other issues...
Features
An Adviser's Guide for Reviewing Life Insurance
Once issued, a life insurance policy can remain in effect for decades. During this time, the original owner's goal and objectives may have changed, or...
Domestic Private Placement Life Insurance
Private placement variable universal life insurance (PPVUL) products are available through some of the largest insurance companies in the United States....
Grant Making Isn't the Only Way
Despite the economic recession, private foundations (PFs) led by individual donors and by families continue to form, grow and increase their grant making...
Committee Report
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...
A Question of Value
The current economic climate and the financial upheaval of the last two years have many wealth owners taking a step back and re-evaluating the processes...
Financial Reform Knocks on The Family Office Door
On July 21, 2010, many single family offices watched President Obama sign into law the Dodd-Frank Wall Street Reform and Consumer Protection Act (the...
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.
Latest from Tech. 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
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)
Press Releases
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