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June 1, 2010

Briefing

Note From the Editor

Jun 1, 2010 12:00 PM, Susan Lipp Editor in Chief

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

Jun 1, 2010 12:00 PM, By David A. Handler, partner in the Chicago office of Kirkland & Ellis LLP, and Alison E. Lothes, as

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

Jun 1, 2010 12:00 PM, By Douglas Moore & Neil P. Murphy

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

Jun 1, 2010 12:00 PM, By Ronald M. Seaman

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

Jun 1, 2010 12:00 PM, By Elaine M. Bucher & Nathaniel Birdsall

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

Jun 1, 2010 12:00 PM, By N. Todd Angkatavanich

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

Jun 1, 2010 12:00 PM, By Vic Preisser & Roy Williams

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

Jun 1, 2010 12:00 PM, By Michael E. Lewitt

As the Obama administration and Congress struggled to push financial reform legislation over the finish line, the financial markets enjoyed strong and...

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Fate of Famed Art Collection Unresolved

By David Thayne Leibell, partner in the Stamford, Conn. and New York City offices of Wiggin and Dana LLP

Tennessee Chancery Court temporarily blocks the sale by financially strapped college of a 50 percent interest to a Walmart heiress’ new museum...

Fate of Famed Art Collection Unresolved

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Gsphere

By Donald H. Kelley

Comprehensive analysis of investment diversification...

VestingPoint.com’s Retirement Calculator

By Donald H. Kelley

Evaluate retirement projections with this online tool...

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Podcasts

Advising the Wealthy: It's a Whole New Game

Charlie Ratner talks with estate-planning expert Lou Harrison, investment guru Michael Lewitt and retirement benefits specialist Mike Jones. Register for this timely podcast......

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Webinars

Roth IRA Conversions - The Critical Issues

Whether you are a tax professional, estate planner or financial advisor, it is important that you are well-equipped to effectively advise clients regarding Roth IRA conversions. -
Available On Demand!...

Aligning Charitable Giving & Life Insurance

Best Practices, Planning Techniques, and Philanthropic Benefits. Tanya Howe Johnson, President & CEO of the PPP, Kelly Kidwell, President & CEO of Pacific Advisors and Chairman of the AALU Charitable Planning Committee, and Phil Cubeta, the Sallie B. and William B. Wallace Chair in Philanthropy at the American College. Available On Demand!...

Integrative Philanthropy

Times are tough - in fact, donors are more careful to integrate their philanthropy with their financial and estate planning. Robert F. Sharpe, Jr. and Marc D. Hoffman describe the current philanthropic/political landscape and review the techniques that donors of means are now increasingly using to optimize their giving.
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