Lemons to Lemonade 

Aug 31, 2011, By Gregory D. Singer, director of research for the Wealth Management Group of Bernstein Global Wealth Management, based in New York

Market instability creates planning opportunities...

What’s Next After the Debt Ceiling Debate?  

Aug 31, 2011, By Lena Rizkallah, attorney and principal at Mosaic Consulting in New York City

Congress strategizes on ways to improve the ailing economy...

Estate Wins Big in Gallagher – Or Does It? 

Aug 24, 2011, By Espen Robak, president of Pluris Valuation Advisors LLC in New York

Recent ruling gives fascinating overview of Tax Court’s thinking on a series of valuation problems...

Trustees and the Attorney-Client Privilege 

Aug 24, 2011, By Samantha Weissbluth, senior counsel, and Simon Johnson, associate, Foley & Lardner LLP, Chicago

The fiduciary exception may be falling out of favor ...

Decanting From Irrevocable Trusts 

Jul 27, 2011, By Beth D. Tractenberg, partner in the New York City office of Katten Muchin Rosenman LLP

New York is about to join the list of states with advantageous statutes that provide more flexibility ...

Making the Case for Social Media Networking 

Jul 20, 2011, By Glen Gilmore, a social media strategist and practicing attorney with the Gilmore Business Network in New Jersey and April Rudin, a wealth marketing strategist who provides social and traditional media counsel via her firm The Rudin Group in New York City

An introduction to the platforms available and why it’s important to use them...

The Debt Ceiling Dilemma 

Jul 20, 2011, By Lena Rizkallah, an attorney and principal at Mosaic Consulting in New York City, where she writes and presents on trust and estate planning, retirement strategies and tax legislation. She can be reached at Lena@MosaicConsultingOnline.com

What to watch out for as the debate continues...

Private Life, Public Death 

Jun 29, 2011, By Ivan Taback, partner, and Yvonne M. Perez-Zarraga, associate, in the New York City office of Proskauer Rose LLP

Relatives of reclusive millionaire heiress, Huguette Clark, allege improper influence by attorney and accountant ...

Confession, While Good for the Soul, May be Subject to Disclosure 

Jun 29, 2011, By John T. Brooks, partner, and Jena L. Levin, associate, Foley & Lardner LLP, Chicago

Courts consider whether the attorney-client privilege applies to a law firm’s internal loss prevention efforts...

SEC Issues Final Rule on “Family Office” Exclusion under Dodd-Frank 

Jun 29, 2011, By Miles C. Padgett, partner in the Washington D.C. office and Rashad Wareh, partner in the New York City office of Kozusko Harris Vetter Wareh LLP

For the most part, the new provisions bring welcome enhancements and clarifications...

Previous | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15 | Next

Topics of Interest

Estate Tax	Donor Advised Funds
GSTs	Family Offices
Private Foundations	Life Insurance
2010 Tax Act News	2011 Industry Trends Survey

Poll

Videos

2011 Trust Glossary

Click here to download the 2011 Trust Glossary

50 Years Ago This Month

Click here to read the issue.

50 year ago, in February 1962, we featured articles such as: "New Techniques for Preparing Wills" by Ralph R. Neuhoff, "Trust Salesmen" by J. David Lynch, "Social Consciousness and Private Charity" by Lowell H. Brammer and "Life Insurance as an Inflationary Hedge" by R. Edwin Wood.

Conrad Teitell's Guide to Tax Benefits For Charitable Gifts

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

Press Releases