Philanthropy or Spite? 

The wild case of a $50 million donation that could be the largest in Panama’s history...

Closely Held Businesses
In Troubled Times
 

The top 10 things owners should be considering now...

Court Leaves Florida Elderly Vulnerable 

Inconsistent application of undue influence protection puts seniors at risk...

Brando Brand Is a Contender 

Icon’s estate comes out slugging in fight against potential infringers ...

Hughes v. Commissioner 

The Tax Court holds an individual taxpayer liable for a deficiency resulting from overstating the value of a conservation easement ...

Life Insurance and Income Tax 

New revenue rulings address the income tax consequences of transactions relating the sale and purchase of life insurance policies...

TrustPortal 

It’s more than trust accounting. It’s also – a wealth management tool for trust and investment management...

No Place To Hide Money 

The feds may soon try to turn wealth advisors into snitches. But first the IRS is offering a deal if taxpayers come clean before Sept. 23, 2009...

Ninth Circuit Upholds Stone 

Lessons to learn from one taxpayer's loss on how you should value fractional interests in artwork ...

The Beneficiary As an Army of One 

Should one beneficiary be allowed to reject a trustee’s accounting for all? An Illinois appeals court says, “Yes”...

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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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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