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May 1, 2010

Briefing

Tax Law Update

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

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

May 1, 2010 12:00 PM, Susan R. Lipp Editor in Chief

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

May 1, 2010 12:00 PM, By Bernard A. Krooks & Jonathan G. Blattmachr

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

May 1, 2010 12:00 PM, By Mark Merric & Robert D. Gillen

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

May 1, 2010 12:00 PM, By Michael Gilfix

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

May 1, 2010 12:00 PM, By Amy Glynn

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

May 1, 2010 12:00 PM, By Lawrence Brody & Richard L. Harris

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

May 1, 2010 12:00 PM, By David Thayne Leibell

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...

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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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