Charities Roll Snake Eyes 

The heirs won—eventually. But a case out of New York reminds lawyers everywhere of the importance of tax apportionment in estate planning ...

Tax Law Update 

It may be the attorney’s fault. . . but you’re still liable...

Posthumously Conceived Children
And Their Survivor Benefit
 

State law results in schizophrenic decisions
from the Ninth Circuit and a lesson for us all...

Is “Go Slow” the New Norm
For Private Foundations?
 

Reduced endowments have led to a focus on providing for emergency social needs and shoring up the structures of charities. Is this a short-term or long-term shift? ...

New York’s New POA Law 

Things just got much more complicated ...

Protect Trust Assets in Bankruptcy 

Pre-petition disclaimers can help save the day...

Last Call  

IRS' special deal for reporting of undisclosed offshore accounts now ends Oct. 15, 2009...

Contesting IRS Gift Valuations  

Final regulations have been adopted for taxpayer procedures to contest IRS gift valuations under IRC 7477 ...

Private Letter Ruling 200937028 

Property in an irrevocable grantor trust does not receive basis step-up on death of grantor if not included in taxable estate ...

New Deadlines for Filing
Foreign Account Reports
 

Some taxpayers have gotten a reprieve. But, beware, more information and types of connections must now be reported...

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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