FDIC Deposit Insurance In These Hard Times
The rules are trickier than you think. And the bailout package changed some—temporarily...
Economic Crisis Checklist
Here’s how trusts and trust-planning techniques may be impacted. And here’s what planners should be doing now...
A Final Win for the Lawyer of Erin Brockovich Fame
Even after the lawyer of Erin Brockovich fame was dead, he managed to win a case. ...
Defer Taxable Income or Accelerate Gains?
Do the math, and don’t panic—even if Obama wins...
Thoughtful Philanthropy
How a flexible tool, the charitable remainder trust, helped one wealthy man honor his daughter's memory...
Score One for the Foreign Trust
A U.S. District Court has ruled that the settlor of a foreign trust cannot be held in civil contempt for failing to comply with a repatriation order—because she has established to the court’s satisfaction that she is unable to repatriate the funds. ...
Business Owners' Blind Spot
It seems that F. Scott Fitzgerald was wrong. According to a new study, “Protecting the Family Fortune,” the very rich are not all that different from the rest of us — at least when it comes to estate planning. They also avoid it, because making or implementing plans means coping with the unpleasantness of death, incapacity and taxes....
New Reality of Transfer Tax Returns
The Internal Revenue Service released Notice 2008-13 on Jan. 2, 2008, to provide interim guidance on the application of tax preparer return penalties put in place by The Small Business and Work Opportunity Act of 2007. ...
Impact Investing
Expect wealthy clients not only to ask about investing in companies whose processes are green and socially responsible, but also about companies whose very missions provide an environmental or social return in addition to a financial profit...
Score One for Donors
A court enforces Georgia O'Keeffe's restrictions on the gift she gave to Fisk University...






