Drop the Pitchfork! 

The torch and pitchfork brigade rose in force to AIG bonuses are outrageous—but taxing them is just plain stupid. Will somebody please start making sense?...

We're Keeping Those Tax Breaks 

Congress gears up to just say ‘No’ to Obama’s plan to reduce the deductions that the wealthy get for giving to charity...

Oh No You Don't! 

Court refuses to let a personal representative wiggle out of paying for his improper conduct by declaring bankruptcy...

"Boring Is the New Sexy" 

Clients are fleeing the once-high flyers and flocking to banks with reputations for being steady, if not downright staid...

Oil Fortune Slips Away 

The curious case of Judith Patterson and the former Exxon president, whom she claims was her father, highlights the perennial problem of how to disinherit potential children born to unwed parents...

Heckerling Observations 

The hot news at 2009’s largest gathering of estate-planning lawyers was not about the law...

The Jewish Clause 

Most estate-planning attorneys come across clients who want to attach some sort of condition on gifts they make to descendants and other beneficiaries ...

Advising NFLers 

Calling all advisors: NFL professional athletes need you—and the players association is holding “tryouts,” of a sort. ...

Stung by the Slayer Statute 

You don’t often see states’ slayer statutes invoked. We encounter them only rarely in our practice, and when we do, it’s in cases that generally go unreported. ...

Bad Times for Charities? 

Giving will continue but not quite as much—and certainly the form will change ...

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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