Record Drop in Foundation Giving in 2009
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?
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?
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?
Given the Service’s interpretation of IRC Section 2511, the answer seems to be ‘”yes”...
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 ...






