Record Drop in Foundation Giving in 2009 

Apr 27, 2010, By David Thayne Leibell, partner in the New York City and Stamford, Conn. offices of Wiggin and Dana LLP

Survey shows that the worst recession since the Great Depression causes foundation giving to drop an unprecedented 8.4 percent in 2009...

A Last Bite at the GRAT Apple? 

Apr 27, 2010, By Janine A. Racanelli, managing director and head of the Wealth Advice Lab, and Robert A. Weiss, managing director, both with J.P. Morgan Private Bank in New York

The House of Representatives has passed, and now the Senate is considering, a bill that would dramatically curtail shorter-term and zeroed-out GRATs...

Marrying for the Money: A New Twist? 

Apr 20, 2010, By John T. Brooks, Partner and Samantha E. Weissbluth, Senior Counsel, Foley & Lardner LLP, Chicago

Courts refuse to allow caregivers who married their incapacitated clients to get an elective share of the clients’ estates...

Is the IRS Turning Gift Planning on Its Head? 

Mar 24, 2010, By Gail E. Cohen, vice chairman and general counsel, Fiduciary Trust Company International, New York and chair of the Trusts & Estates committee on the Fiduciary Professions, and Elisa Shevlin Rizzo, managing director and trust counsel, Fiduciary Trust Company International, New York

Given the Service’s interpretation of IRC Section 2511, the answer seems to be ‘”yes”...

Build a Better Endowment 

Feb 24, 2010, By David Thayne Leibell, partner in the Stamford, Conn. and NYC offices of Wiggin and Dana LLP

Solid university endowments can survive economic storms...

Wealth Watch E-letter 

Feb 23, 2010

A Pitch for Privacy Rights 

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

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 

Jan 27, 2010, By John T. Brooks, partner and Samantha E. Weissbluth, senior counsel, Foley & Lardner LLP, Chicago

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 

Jan 20, 2010, By David Thayne Leibell, partner in the Stamford, Conn. and New York City offices of Wiggin and Dana LLP

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 

Dec 30, 2009, By David T. Leibell, partner at Wiggin and Dana LLP, resident in the Stamford, Conn and NYC offices

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

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