Life Insurance and Income Tax 

May 27, 2009, By David A. Handler, partner, and Patricia H. Ring, associate, Kirkland & Ellis, LLP, Chicago

New revenue rulings address the income tax consequences of transactions relating the sale and purchase of life insurance policies...

TrustPortal 

May 13, 2009, By Donald H. Kelley

It’s more than trust accounting. It’s also – a wealth management tool for trust and investment management...

No Place To Hide Money 

Apr 29, 2009, By Gideon Rothschild, partner, Moses & Singer LLP, New York

The feds may soon try to turn wealth advisors into snitches. But first the IRS is offering a deal if taxpayers come clean before Sept. 23, 2009...

Ninth Circuit Upholds Stone 

Apr 29, 2009, By David A. Handler, partner, and
Alison E. Lothes, associate, Kirkland & Ellis, LLP, Chicago

Lessons to learn from one taxpayer's loss on how you should value fractional interests in artwork ...

The Beneficiary As an Army of One 

Apr 22, 2009, By John Brooks, partner, and Samantha E. Weissbluth, senior counsel, Foley & Lardner LLP, Chicago

Should one beneficiary be allowed to reject a trustee’s accounting for all? An Illinois appeals court says, “Yes”...

Drop the Pitchfork! 

Mar 25, 2009, By Michael E. Lewitt, President, Harch Capital Management LLC, Boca Raton, Fla.

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 

Mar 25, 2009, By David T. Leibell, partner in the Stamford, Conn., Office of Wiggin and Dana LLP

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! 

Mar 23, 2009, By John T. Brooks, partner, and Samantha E. Weissbluth, senior counsel, Foley & Lardner LLP, Chicago

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

"Boring Is the New Sexy" 

Feb 25, 2009, By Anne Field, journalist, Pelham, N.Y.

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

Oil Fortune Slips Away 

Feb 18, 2009, By John Brooks, partner, and Samantha E. Weissbluth, senior counsel, Foley & Lardner LLP, Chicago

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...

Previous | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | Next