Do-Good Investing 

Feb 27, 2008, By Anne Field, journalist, Pelham, N.Y.

If a client wants his assets invested in socially and environmentally responsible companies, how do you oblige?...

Sound the Alarm 

Jan 30, 2008, By Paul Knox, head of UK Wealth Advisory, JP Morgan Private Bank, London, and Jay Krause, partner, Withersworldwide, London

The Brits are about to heavily tax Americans living in the United Kingdom...

Only the IRS Knows for Sure! 

Dec 19, 2007, By Natalie B. Choate, of counsel, Bingham McCutchen, LLP, Boston

The Pension Protection Act of 2006, for the first time, permitted non-spouse beneficiaries to have inherited benefits transferred from a qualified retirement plan to an "inherited IRA." ...

Money 'n Sanity 

Nov 21, 2007, By Anne Field, freelance journalist, Pelham, N.Y.

A new TV series shows families learning to break the taboo against talking about money...

Horton Foote's Dividing the Estate 

Oct 31, 2007, By David Adler, freelance journalist, New York

Horton Foote's Dividing the Estate, a play about family interdependence, love, hate and estate planning, had a limited run, Sept. 27 to Oct. 28, to critical acclaim in New York City....

Richistan 

Sep 19, 2007, By David A. Geracioti, editor in chief, Registered Rep., New York

A peek at the country within our country, where the rich live and consume -- copiously...

Restorative Payments 

Aug 22, 2007, By Bruce D. Steiner, of counsel, Kleinberg, Kaplan Wolff & Cohen, P.C., New York

Good news for taxpayers: the Internal Revenue Service extended these payments to retirement plans...

New Programs Guarantee Retirement Income 

Jul 17, 2007, By Alan Lavine

Highly paid executives have a new way to guarantee lifetime monthly income from their company's 401(k) plans. It's a nifty new array of products; but they do have drawbacks. ...

The 419(e) Plan Is a Good Option—If Handled Well 

Jun 20, 2007, By Alan Lavine

If your clients who are business owners are thinking about setting up a 419(e) single-employer welfare benefit arrangement plan, beware: It must be airtight to escape the tentacles of the Internal Revenue Service....

Piggybacking on Stellar Returns 

May 23, 2007, By David T. Leibell and Daniel L. Daniels of Cummings & Lockwood, LLC in Stamford, Conn.

IRS approves investors using charitable remainder trusts to gain access to some of the nation's best investment managers...

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Topics of Interest

Estate Tax	Donor Advised Funds
GSTs	Family Offices
Private Foundations	Life Insurance
2010 Tax Act News	Industry Trends Surveys

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Topics of Interest

Estate Tax	Donor Advised Funds
GSTs	Family Offices
Private Foundations	Life Insurance
2010 Tax Act News	Industry Trends Surveys

E-Newsletter Signup

Videos

2011 Trust Glossary

Click here to download the 2011 Trust Glossary

50 Years Ago This Month

Click here to read the issue.

50 years ago, in May 1962, we featured articles such as: "Future of Canadian Trusteeship" by Arthur H. Mingay", "Training Trust Employees" by Ian M. Marr, "What is a Trust Officer?" by Eric J. Brown, and "Selling Services" by Donald I. Webb.

Conrad Teitell's Guide to Tax Benefits For Charitable Gifts

Click here to view the most up to date guide (September 2011)

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