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June 1, 2010
Briefing
Note From the Editor
As I write this column, a few big issues affecting the estate-planning industry are still up in the air. There's been much talk of a possible amendment...
Tax Law Update
House passes bill to restrict GRAT terms On March 24, the House passed H.R. 4849, the Small Business and Infrastructure Jobs Tax Act of 2010, which includes...
Features
Committing to Creating and Maintaining a Private Foundation
Choosing among various charitable-giving options can be a challenging proposition for your clients. The most common options are creating a private foundation...
Take the LEAPS
When the time comes for your client to sell or gift shares of stock in a privately held company, how do you determine the value? Valuation experts use...
Special Report: Estate Planning & Taxation
I Do, Act II
Estate planning in the context of second marriages is increasingly common and necessary in the evolving world in which we practice. Estate-planning techniques...
Black Shirts (Black, Shurtz) and the Marital Deduction Mismatch
In the ongoing family limited partnership (FLP) battle between taxpayers and the Internal Revenue Service, taxpayers have been able to achieve some significant...
The Future of Estate Planning
In May 1976, radio broadcaster Paul Harvey began a series of five-minute vignettes entitled The Rest of the Story. It was so popular that it continued...
Perspective: Investments
Mid-year 2010 Investment Outlook
As the Obama administration and Congress struggled to push financial reform legislation over the finish line, the financial markets enjoyed strong and...
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)
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