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December 2010 Online Issue
Briefing
Note From the Editor
As we inch closer and closer to the end of the year, estate-planning professionals are keeping a keen eye on what action Congress is taking (or not taking)...
Tax Law Update
Gift and estate tax appeals to be centralized The Internal Revenue Service will centralize gift and estate tax appeals cases into two nationwide teams,...
Business Succession as an Evolutionary Process
Most family business succession studies focus narrowly on the succession event itself or on some of the changes in leadership and performance that occur...
Down to the Wire
For those who advise clients on tax and other financial issues, the final weeks of the year are always a time for careful planning and action. This year...
Features
Nursing the Sick ILIT
Now more than ever, trustees, and in particular, corporate trustees, face administrative issues that arise in relation to an irrevocable life insurance...
The Trustee's Role in Directed Trusts
Over the last decade, trust law has undergone a transformative evolution. It's becoming commonplace for trust settlors to design so-called directed trusts...
A Shot Across the Bow
Last year, a ruling by the Indiana Court of Appeals, In Re Stuart Cochran Irrevocable Trust,1 sent a shot-across-the-bow warning to trustees trying to...
Special Report: Estate Planning & Tataxatiation
Maximizing the Benefits of FLPs
Limited partners (LPs) of family limited partnerships (FLPs) have long been a powerful estate-planning tool. LPs of FLPs can take a discount of as much...
Family Business Succession Planning
The United States is on the threshold of a major demographic shift. The post-war baby boom generation a group of some 78 million Americans has arrived...
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...
The Wealth Management Resource Guide 2011
PUBLISHER'S NOTE
Dear Colleagues, You're receiving this Wealth Management Resource Guide as part of your subscription to Trusts & Estates magazine. We know the WMRG will...
MLPs: The Latest Trends
Over the past few years, financial advisors, estate planners and investors seeking a source of regular income have become increasingly aware of the benefits...
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Wealth Watch 
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Tech. Review
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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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