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January 1, 2012
Articles
Note From the Editor
The past year has been a mixed blessing for estate-planning professionals and their clients. On one hand, the increased estate and gift tax exemption...
On the Cover
Just as the fate of our estate and gift tax laws remains a mystery as we begin 2012, so too does the fate of the ship that appears on this month's cover,...
The Perfect Storm
I hesitate to write an article containing hyperbole. Whenever I read something that contains terms such as unheard of, or my immediate, admittedly cynical,...
Entrepreneurial Growth
The preliminary results of a study commissioned by the Family Firm Institute, soon to be published in Family Business Review, provide a new framework...
Being a Fiduciary in the Age of Uncertainty
The interplay among tax laws, investment performance and a beneficiary's wellbeing shapes a fiduciary's responsibilities. When a trustee distributes assets...
Beating the Odds
As advisors to wealthy families, we have a responsibility to help clients plan for the future and prepare for unpredictable events. The start of a new...
Coping With Fragility
If we had to sum up the current investment environment in one word, it would be World financial markets are currently extremely fragile as Europe heads...
A Look Back at Life Insurance
Life insurance is a confusing topic in and of itself. Start a conversation about life insurance at your next cocktail party and see what happens. The...
A Year of Speculation
As we embark on charitable gift planning for 2012, a look back at the events affecting philanthropy in 2011 can be helpful. At first glance, the events...
The Economy and Other Retirement Account Mysteries
The economy and the markets were major factors in retirement plans last year. Roth individual retirement account 2010 conversions were recharacterized...
Upside Down in 2011
When Superman was trapped in Bizarro World, he found everything was the opposite of its earthly counterpart. Or, as Jerry Seinfeld observed, for an inhabitant...
A Widening Net
With 2011 come and gone, we look back at the recent developments in the area of asset protection planning. With fewer clients concerned about estate taxes...
The High Cost of Aging
Long-term care (LTC) and how we pay for it continue to be major issues for Americans and our federal, state and local governments. Congress attempted...
2011: A Time to Hunker Down
As we begin 2012, certain global concerns from 2011 continue to resonate. We're still dealing with an: uncertain global economy, with a focus on the troublesome...
Which Situs is Best in 2012?
The combination of the generous $5 million gift, estate and generation-skipping transfer (GST) tax exemptions (adjusted for inflation) provided in the...
Situs at a Glance*
USRAP Uniform Statutory Rule Against Perpetuities GST generation-skipping transfer POA power of appointment bp bonus points PFTC private family trust...
Topics of Interest
| Estate Tax | Donor Advised Funds |
| GSTs | Family Offices |
| Private Foundations | Life Insurance |
| 2010 Tax Act News | Industry Trends Surveys |
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Topics of Interest
| Estate Tax | Donor Advised Funds |
| GSTs | Family Offices |
| Private Foundations | Life Insurance |
| 2010 Tax Act News | Industry Trends Surveys |
E-Newsletter Signup
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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.
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2011 Trust Glossary
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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
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