FDIC Deposit Insurance In These Hard Times 

Oct 21, 2008, By Steven E. Trytten, partner, and Phillip I. Roitman, senior associate, Anglin Flewelling Rasmussen Campbell & Trytten, LLP, Pasadena, Calif.

The rules are trickier than you think. And the bailout package changed some—temporarily...

Economic Crisis Checklist 

Oct 21, 2008, By Martin M. Shenkman, partner, the law offices of Martin M. Shenkman, P.C., Paramus, N.J.

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 

Oct 15, 2008, By John Brooks, partner, and Erika A. Alley, associate, Foley & Lardner, Chicago

Even after the lawyer of Erin Brockovich fame was dead, he managed to win a case. ...

Defer Taxable Income or Accelerate Gains?  

Sep 24, 2008, By Robert N. Gordon, president of Twenty-First Securities in New York City and an adjunct professor at NYU’s Stern School of Business

Do the math, and don’t panic—even if Obama wins...

Thoughtful Philanthropy 

Aug 27, 2008, By Robert F. Sharpe Jr., president, The Sharpe Group, Memphis

How a flexible tool, the charitable remainder trust, helped one wealthy man honor his daughter's memory...

Score One for the Foreign Trust  

Jul 30, 2008, By Gideon Rothschild, partner, Moses & Singer LLP, New York

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 

Jun 27, 2008, By David T. Leibell and Daniel L. Daniels, partners in the Stamford, Conn. office of Wiggin and Dana LLP

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  

May 29, 2008, By Roy M. Adams, partner, Constantine | Cannon Roy M. Adams & Associates PLLC, New York

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 

May 7, 2008, By Anne Field, contributing journalist, Pelham, N.Y.

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 

Mar 27, 2008, By Winton Smith, principal, Law Offices of Winton C. Smith, Jr., Memphis

A court enforces Georgia O'Keeffe's restrictions on the gift she gave to Fisk University...

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