Lessons Learned From the American Bankers Association Conference 

Mar 9, 2011, By Charles Paikert, managing editor of Registered Rep

Wealth managers should take advantage of the 2010 Tax Act while it lasts...

The Cementing of Family Bonds 

Feb 23, 2011, By Andie M. Schwartz, associate legal editor, Trusts & Estates

A New Hampshire court upholds a no contest clause, causing a trust beneficiary to owe her siblings almost $17 million...

Elizabeth Edwards’ Will  

Feb 16, 2011, By Warren K. Racusin, partner at Lowenstein Sandler in Roseland, N.J.

Private testamentary provisions follow a very public life...

A View from the Audience  

Feb 3, 2011, By Kevin Matz, managing member of Kevin Matz & Associates PLLC in New York, N.Y.

One Heckerling attendee reviews the principal themes that dominated the conference...

Small Charity Tax Filing Rules Simplified 

Jan 26, 2011, By David Thayne Leibell, partner in the Stamford, Conn, and New York City offices of Wiggin and Dana LLP

IRS expands use of simpler e-Postcard (Form 990-N) for annual information filings...

Expanding Breaches 

Jan 19, 2011, By Samantha Weissbluth, senior counsel, and Simon Johnson, associate, Foley & Lardner, LLP, Chicago

A non-fiduciary who knowingly participated in trustees’ violations of duty was liable for damages in a recent Delaware court ruling...

News from Heckerling  

Jan 11, 2011, By Susan R. Lipp, editor in chief and Andie M. Schwartz, associate legal editor of Trusts & Estates

Two Trusts & Estates board members share their observations...

Alternatives to CRT Terminations  

Dec 22, 2010, By Roger D. Silk, chief executive officer of Sterling Foundation Management, LLC, based in Herndon, Va.

In some situations, it may make sense for the donor to sell the income interest of an existing charitable remainder trust ...

Cost Basis Regulations: Blessing or Burden? 

Dec 22, 2010, By Craig S. Richards, managing director and director of tax services, and Carolyn A. Chandler, trust administrator, both with Fiduciary Trust Company International in New York

New Internal Revenue Service reporting requirements take effect on Jan. 1, 2011. Are you ready?...

High-Net-Worth Charitable Giving Declines in 2009  

Nov 24, 2010, By David Thayne Leibell, partner in the Stamford, Connecticut and New York City offices of Wiggin and Dana, LLP

Donations by wealthy households dropped 7.6 percent from 2007 to 2009, study reports...

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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

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50 Years Ago This Month

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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

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