Offshore Disclosure - The Future? 

Nov 29, 2011, By David Treitel, tax director, US Tax & Financial Services Ltd. London.

Taxpayers with accounts abroad won’t be able to hide much longer...

Can We Talk? 

Nov 23, 2011, By John Brooks and Gregory Monday, both partners, at Foley & Lardner, Chicago

An ABA ethics opinion narrows the “no contact” rule for lawyers advising clients about communications with other parties...

Estate-Planning Professionals: Concerned Yet Optimistic 

Nov 23, 2011, By Matthew T. McClintock and Jonathan A. Mintz, executive directors at WealthCounsel, LLC in Madison, Wis.

Here’s a sneak peak at some of the preliminary results of the WealthCounsel and Trusts & Estates’ electronic Fifth Annual Industry Trends Survey regarding the nation's economy and industry growth...

Possible Changes to Gift and Estate Tax Laws 

Nov 10, 2011, By Sharon L. Klein, managing director & head of wealth advisory at Lazard Wealth Management LLC in New York

Do they merit your consideration?...

IRS Issues Draft Form 8938 Instructions 

Oct 26, 2011, By Stephen Liss, partner, and Richard S. LeVine, of counsel, at Withers Bergman LLP, in New Haven, Conn.

They contain a number of tax friendly provisions...

SEC Registration of Family Offices 

Oct 26, 2011, By Thomas J. Handler, chairman of the advanced planning and family office group at Handler Thayer, LLP, in Chicago

Private trust companies may provide one avenue of relief ...

Keeping Trusts Out of Court 

Oct 19, 2011, By Samantha Weissbluth, senior counsel, and Simon Johnson, associate, at Foley & Lardner LLP in Chicago

Texas joins the short list of states to address the enforceability of arbitration clauses...

IRS Provides Relief to Executors of 2010 Decedents 

Sep 28, 2011, By Michael J. Jones, partner at Monterey, Calif.’s Thompson Jones LLP

Notice 2011-76 extends certain estate tax filing deadlines ...

Calling the Shots for Economic Recovery and Deficit Reform 

Sep 28, 2011, By Lena Rizkallah, attorney and principal at Mosaic Consulting in New York City

Look out for tax increases and a limit on deductions...

Assessing Elderly Clients’ Capacity 

Sep 21, 2011, By Samantha Weissbluth, senior counsel, and Simon Johnson, associate, Foley & Lardner LLP, Chicago

This issue is becoming increasingly important. The American Bar Association and American Psychological Association have a handbook to educate you on the topic...

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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)

Press Releases