Wealth Watch News

Build a Better Endowment 

Solid university endowments can survive economic storms...

Wealth Watch E-letter 

A Pitch for Privacy Rights 

Milwaukee Brewers relief pitcher asks court to seal the records of his wife’s cocaine-related death...

Wrestling with the Privacy Rights
Of John E. du Pont, Convicted Murderer
 

A Pennsylvania court weighs in on a former wrestler’s bid to unseal the records of du Pont’s incapacity hearing so as to peer into his trust documents ...

Charitable Lids
Triumph Again
 

They now should be at, or near the top of many wealthy families’ to-do lists in 2010—but only if there’s an estate tax this year ...

Gates Embraces Philanthro-capitalism 

The world’s largest private foundation bets big on venture philanthropy ...

Tortured Evolution
Of Tortious Interference
 

Illinois’ high court allows a tort claim where a probate contest is time-barred. The case involves a pastor’s cozy relationship with his elderly parishioner. She wound up giving him lifetime gifts, then a bequest—all of which left a children’s hospital, her earlier will’s beneficiary, with nada...

Fear, Greed And A Time for Giving Thanks 

Clients are worried about missing the rally, but they are even more worried about downside risks. How should financial advisors address clients' concerns and show their value?...

DNA = Does Not Apply 

A daughter is a daughter for trust purposes — even though she never was adopted and is not genetic descendant...

What Estate Tax Reform? 

Don’t bet on any. Congress just might do nothing and send us back to the 2001 scenario—permanently. Advisors should consider taking immediate action to plan properly for that, and other possible scenarios...

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Build a Better Endowment

Solid university endowments can survive economic storms...

A Pitch for Privacy Rights

Milwaukee Brewers relief pitcher asks court to seal the records of his wife’s cocaine-related death...

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Accruit

Streamlining the management of like-kind exchanges...

Analyzing ILITs

InKnowVision has a spreadsheet-based software that helps wealth planners look at irrevocable life insurance trusts...

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Download The 2009 Findings from a Nationwide Survey of Estate Planning Attorneys

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......

Webinars

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.
Available On Demand!...

The Electronic Practice

Learn how to get the most out of your computer as you work with trusts and estates matters. Sponsored by Sungard -
Available On Demand!...

Press Releases

Findings from the Third Annual Industry Trends Survey

WealthCounsel, a nationwide organization of estate planning attorneys, and Trusts & Estates magazine today released the results of the Third Annual Industry Trends Survey which was released at the 44th Annual Heckerling Institute on Estate Planning educational conference....

2009 Events