Wealth Watch News

Three Steps to File a Protective Claim 

Jan 25, 2012, By John T. Brooks, partner in the Chicago office of Foley & Larnder LLP and Gregory F. Monday, partner in the Madison, Wis. office

Revenue Procedure 2011-48 instructs estates on how to collect federal estate tax refund...

Response to Reader Questions: Yes, Clawback is Real  

Jan 25, 2012, By Michael J. Jones, partner at Monterey, Calif.’s Thompson Jones LLP

A tax rule set to expire is creating confusion...

Who’s Afraid of (Gasp!) CLAWBACK? 

Jan 18, 2012, By Michael J. Jones, partner at Monterey, Calif.’s Thompson Jones LLP

It’s not necessary to stop the gifts—just do things differently...

The MUPC: A Complete Overhaul of Massachusetts Probate Law 

Jan 18, 2012, By Tracy A. Craig, partner and chair of the Trusts and Estates Department, Mirick, O'Connell, DeMallie & Lougee, LLP in Worcester, Mass.

Reforms designed to modernize and streamline estate administration will take effect on March 31...

News From Heckerling 2012 

Jan 11, 2012, BY SUSAN R. LIPP, EDITOR IN CHIEF AND DAVID H. LENOK, ASSOCIATE LEGAL EDITOR OF TRUSTS & ESTATES

A Trusts & Estates board member shares his observations...

Making the 2010 Estate Tax Election – One Year Later 

Dec 28, 2011, By Michael T. Cody and Denise J. Ouellet of Cody & Cody LLC, in Quincy, Mass

Executors who chose to apply modified carryover basis faced numerous challenges...

Estate Tax Alternate Valuation Method  

Dec 21, 2011, By Natalie B. Choate, of counsel, Nutter McClennen & Fish, LLP in Boston

IRS issues revised proposed regulations...

One of a Kind 

Dec 21, 2011, by Alan Breus

Calculating the ultimate fair market value of documentary or privately-produced film...

Details, Details 

Nov 30, 2011, By Edward H. Brown, partner at Burr & Forman LLP in Atlanta

New Tax Court case reinforces importance of planning in creating family limited partnerships...

Super Committee Unable to Reach Agreement 

Nov 30, 2011, By Sharon L. Klein, managing director & head of wealth advisory at Lazard Wealth Management LLC in New York

But a new bill proposes estate tax reforms...

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Topics of Interest

Estate Tax	Donor Advised Funds
GSTs	Family Offices
Private Foundations	Life Insurance
2010 Tax Act News	2011 Industry Trends Survey

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Videos

2011 Trust Glossary

Click here to download the 2011 Trust Glossary

50 Years Ago This Month

Click here to read the issue.

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)

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