Wealth Watch News

Fate of Famed Art Collection Unresolved 

Aug 25, 2010, 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...

The Shifting Sands of the Tax Burden 

Aug 18, 2010, By John T. Brooks, partner, and Samantha E. Weissbluth, senior counsel, Foley & Lardner LLP, Chicago

A U.S. Court of Appeals ruling underscores the importance of paying attention to the tax implications of selling or transferring property before a testator’s death...

Switzerland: A Partial Death of Bank Secrecy  

Aug 2, 2010, By Barbara R. Hauser, an independent global family advisor based in Washington, D.C.

UBS hands over names of taxpayers with Swiss accounts...

Taxpayer Achieves Victory in an Audit of Personal Residence Trust 

Jul 28, 2010, By Calvin H. Cobb, III, partner in Craighill, Mayfield, Fenwick, Cromelin & Cobb LLP, Washington, D.C.

The IRS allows a swap of a residence for a promissory note in a pre-effective date PRT...

The Future of Philanthropy 

Jul 28, 2010, By David Thayne Leibell, partner in the Stamford, Conn and New York City offices of Wiggin and Dana LLP

New report stresses that those donors, private foundations and community foundations engaging in philanthropy must “act bigger” and “adapt better” in the future...

Gucci Out-Guess[ed]? 

Jul 21, 2010, By John T. Brooks, partner, and Samantha E. Weissbluth, senior counsel, Foley & Lardner LLP, Chicago

Court rules that attorney-client privilege doesn’t apply to emails sent by inactive State Bar member...

Leave My IRA Out of It 

Jun 30, 2010, By John T. Brooks, partner, and Erika A. Alley, associate, Foley & Lardner LLP, Chicago

"No way," says a Florida appeals court, ruling that a creditor can reach an inherited individual retirement account...

A Second Golden Age of American Philanthropy? 

Jun 23, 2010, By David Thayne Leibell, Partner in the Stamford, Conn. and New York City offices of Wiggin and Dana LLP

Warren Buffett and Bill and Melinda Gates ask the members of the Forbes 400 to each pledge more than half of their wealth to charity...

The South Indian Monkey Trap  

May 26, 2010, By John T. Brooks, partner, and Samantha E. Weissbluth, senior counsel, Foley & Lardner LLP, Chicago

An attorney, trapped by his own greed, exerts undue influence to become the beneficiary of his client’s estate plan...

Transfer Opportunities in Advance of GRAT Legislative Change 

May 19, 2010, By Francis W. Dubreuil, national managing director and Stacie Milam, senior investment planning analyst in the Wealth Management Group of Bernstein Global Wealth Management in New York.

An interim approach to planning...

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