Wealth Watch News

U.S. Treasury Department’s New Reporting Regime For Interest Payments to Non-residents 

May 23, 2012, By Eric van Aalst, president of Citco Corporate Services Inc, a New York subsidiary of the Citco group of Companies, a global provider of corporate and fund administration services.

How will these rules affect the wealth management industry?...

Prohibiting Trust Amendments 

Apr 25, 2012, By Charles "Chuck" Rubin, managing partner at Gutter Chaves Josepher Rubin Forman Fleisher P.A. in Boca Raton Fla.

The Role of the Board in Family Business Succession 

Apr 25, 2012, By David Thayne Leibell, partner at Wiggin and Dana LLP in Greenwich, CT

Nuggets From Heckerling: Part III  

Apr 18, 2012, By Martin M. Shenkman, an attorney in Paramus, N.J., Richard H. Greenberg, a senior partner at Greenberg & Schulman in Woodbridge, N.J. and Glenn A. Henkel, a shareholder in the law firm of Kulzer & DiPadova in Haddonfield, N.J.

Here’s a summary of some key tips on general trust drafting, qualified personal residence trusts, grantor trusts, valuations and probate planning considerations...

Do We Need Protection from Trust Protectors?  

Mar 28, 2012, By John T. Brooks, partner in the Chicago office of Foley & Lardner LLP and Gregory F. Monday, partner in the Madison, Wis. office

Two experts offer different opinions...

Solid as Stone 

Mar 28, 2012, by David Gaynor, vice president at Pluris Valuation Advisors in New York

Family limited partnership circumvents IRC Section 2036 attack...

Converting a Family Office to a Private Trust Company 

Mar 28, 2012, By Susan Hartley, director of Fiduciary, Family Office and Advisor Solutions, BNY Mellon Wealth Management in New York

The advantages and disadvantages of this option and how to implement it...

April is National Financial Literacy Month 

Mar 28, 2012, By Lena S. Rizkallah, principal at Mosaic Consulting in New York and member of the NAEPC Education Foundation Estate & Financial Awareness Committee

Here are some ways to celebrate ...

Health Savings Accounts 

Mar 21, 2012, By Thomas C. Foster, shareholder and director of McCandlish Holton, PC, Richmond, Va.

Are they exempt from an individual’s bankruptcy estate?...

Greatest Love of All 

Mar 21, 2012, by Michael K. Kirsh, Kirsh Financial Services in New York

The drama over Whitney Houston's estate continues to unfold...

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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

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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

Videos

2011 Trust Glossary

Click here to download the 2011 Trust Glossary

50 Years Ago This Month

Click here to read the issue.

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)

Press Releases