Tortured Evolution
Of Tortious Interference 

Dec 23, 2009, By John Brooks, partner, and Samantha E. Weissbluth, senior counsel, Foley & Lardner, LLP, Chicago

Illinois’ high court allows a tort claim where a probate contest is time-barred. The case involves a pastor’s cozy relationship with his elderly parishioner. She wound up giving him lifetime gifts, then a bequest—all of which left a children’s hospital, her earlier will’s beneficiary, with nada...

Fear, Greed And A Time for Giving Thanks 

Nov 25, 2009, By Elizabeth K. Miller, president, Summit Place
Financial Advisors, LLC, Short Hills, N.J.

Clients are worried about missing the rally, but they are even more worried about downside risks. How should financial advisors address clients' concerns and show their value?...

DNA = Does Not Apply 

Nov 18, 2009, By John T. Brooks, partner, and Samantha E. Weissbluth, senior counsel, Foley & Lardner LLP, Chicago

A daughter is a daughter for trust purposes — even though she never was adopted and is not genetic descendant...

What Estate Tax Reform? 

Oct 28, 2009, By Gail E. Cohen, executive vice president and general trust counsel, Fiduciary Trust Company International, New York

Don’t bet on any. Congress just might do nothing and send us back to the 2001 scenario—permanently. Advisors should consider taking immediate action to plan properly for that, and other possible scenarios...

Charities Roll Snake Eyes 

Oct 28, 2009, By David T. Leibell and Daniel L. Daniels, partners in the Stamford, Conn. and New York offices of Wiggin and Dana LLP

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 

Oct 21, 2009, By David A. Handler, partner, and James Thibodeau, associate, in the Chicago office of Kirkland & Ellis LLP

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

Posthumously Conceived Children
And Their Survivor Benefit  

Oct 21, 2009, By John T. Brooks, partner, and Samantha E. Weissbluth, senior counsel, in the Chicago office and Ryan Gehrke, former summer associate, in the Madison, Wis. office of Foley & Lardner LLP

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?  

Sep 30, 2009, By Karen H. Putnam, director of Philanthropic and Family Wealth Stewardship Services, Bessemer Trust, New York

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 

Sep 30, 2009, By Shu-Ping Shen, associate, Weil, Gotshal & Manges, New York

Things just got much more complicated ...

Protect Trust Assets in Bankruptcy 

Sep 23, 2009, By John T. Brooks, partner, and Samantha E. Weissbluth, senior counsel and Aubrey Refuerzo, summer associate, Foley & Lardner LLP, Chicago

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

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