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February 1, 2012
Articles
Note From the Editor
As we begin a new year, many of us set new goals and make plans. But to paraphrase Robert Burns, The best laid schemes of mice and men/Often go awry....
On the Cover
Our cover this month, Vichy Comit Des F (42 in. by 31 in.) by Roger Broders, sold for $13,000 at Swann Auction Galleries' recent The Complete Poster Works...
Tax Law Update
IRS issues new proposed regulations regarding alternate valuation date The Internal Revenue Service has published new proposed Treasury regulations under...
Fiduciary Law Update
Appeals court reverses $5 million surcharge against trustee of revocable trust A settlor established a revocable trust with his son as trustee, along...
Family Foundations Forever or Not
When establishing a new private foundation, one of the toughest questions the founders should answer is, Who will run the foundation after we're gone?...
Expect the Unexpected
When attorneys draft trust documents, it's important to include maximum flexibility mechanisms to better respond to future tax, societal and beneficiary...
A Touchy Dilemma
What should an estate-planning attorney do when a client comes to her office to discuss an estate plan that's out of line with what the attorney would...
Legal Gaga
Ultra high-net-worth entertainers, film and television personalities and professional athletes (celebrities) require specialized estate and asset protection...
The Role of a Care Manager
The typical participants in an estate-planning team include the attorney, certified public accountant (CPA), insurance consultant and wealth manager....
For the Trustee's Ears Only
The attorney-client privilege protects communications between clients and their attorneys by prohibiting their disclosure and admissibility in a judicial...
The Busy Practitioner's Guide to Student-edited Law Journals
Which articles appearing in student-edited law journals should estate planners and wealth advisors be familiar with? We identified six diverse articles...
Emerging Directed Trust Company Model
Much has been written about modern multi-participant trust governance structures (sometimes called open-architecture trust designs) and evolving principles...
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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Wealth Watch 
Wealth Watch is a free e-newsletter delivered twice a month with expert advice on wealth management from Trusts & Estates.
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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 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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