Bequests to Non-related Caregivers 

Jun 22, 2011, By Michael Burstein, founder of Burstein Law in Los Angeles

New provisions in the California Probate Code underscore the need for attorneys to take special care when drafting these gifting documents...

Change is on the Way 

Jun 22, 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

President Obama’s proposals for estate planning in 2013 and beyond...

Life Insurance Policy Valuation 

May 25, 2011, By Melvin A. Warshaw, general counsel to Financial Architects Partners in Boston

As discussed at the May 2011 AALU annual meeting, the antiquated gift tax regulations create valuation ambiguities...

Residency Issues on the Rise 

May 25, 2011, By Timothy P. Noonan, partner at Hodgson Russ LLP in Buffalo, N.Y.

Avoiding New York State taxes is now more difficult than ever...

The Walls have e-Ears 

May 18, 2011, By Samantha Weissbluth, senior counsel, and Simon Johnson, associate, Foley & Lardner LLP, Chicago

Electronic communications are causing headaches for lawyers and clients alike...

Beyond the Budget 

Apr 27, 2011, By Lena S. Rizkallah, an attorney at Mosaic Consulting in New York City

As the debate continues, opportunities in wealth planning still exist in 2011...

Kiss-immee of Death 

Apr 20, 2011, By Samantha Weissbluth, senior counsel, and Simon Johnson, associate, Foley & Lardner LLP, Chicago

Florida becomes one of the few states to allow families to challenge deathbed marriages...

Choosing the Estate Tax or Opting Out  

Mar 30, 2011, By Michael T. Cody, Esq., CPA, & Denise J. Ouellet, Esq., Cody & Cody, LLC, Quincy, Mass.

Surviving spouses of decedents who died in 2010 must consider various factors to determine the more favorable outcome...

Offshore Voluntary Disclosure Initiative 

Mar 23, 2011, By Paul L. Behling, partner at Withers Bergman in New Haven, Conn. and New York City

It’s time to come in from the cold ...

Spread the Wealth 

Mar 23, 2011, By John Brooks, partner, and Simon Johnson, associate, Foley & Lardner, LLP, Chicago

Recent New York cases highlight the perils of asset concentration...

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Topics of Interest

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

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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)

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