May 1, 2010

Briefing

Tax Law Update

Holman rears its head again: Eighth Circuit holds that FLP transfer restrictions are disregarded under Internal Revenue Code Section 2703 In 2008, the...

Note From the Editor

I'm very excited and happy to be jumping aboard as the new editor in chief of Trusts & Estates magazine. I look forward to working with our esteemed board...

Features

The Medicaid Trust

The cost of long-term health care continues to spiral and insurance companies continue to cover fewer and fewer long-term needs. As a result, it's important...

Asset Protection for the Middle Class

There's a new type of asset protection technique that's evolved from a well-established and highly effective elder law planning tool: the irrevocable...

Advance Health Care Directives

I've counseled thousands of clients about the need for advance directives as an integral, critical component of an estate plan. Advance directives can...

Identity Crisis

The retirement plan marketplace is experiencing an identity crisis of sorts. To help fix deficiencies in the 401(k) system, Congress passed the Pension...

Committee Report - Insurance

Private Split-dollar Arrangements

For estate planning using life insurance, and especially for large premium cases, split dollar offers an attractive method for funding the premiums with...

Turning Pennies Into Dollars For Charities

I am a bit of a spiritual seeker. Last summer, in search of the meaning of life, I trekked up one of the highest peaks in the Himalayas to seek the answer...

Videos


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

View more 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

View More from Technology 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

View More 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)

Press Releases

Browse Back Issues

What's new on
WealthManagement.com


Most Popular Stories

Follow us on Twitter