SEC Issues Proposed Rule on Family Office Exclusion 

Nov 17, 2010, By Rashad Wareh, partner in the New York City office, and Miles C. Padgett, partner in the Washington, D.C. office of Kozusko Harris Vetter Wareh LLP

Six recommendations to make the rule more responsive ...

Regulating Charitable Endowments  

Oct 27, 2010, By David Thayne Leibell, partner in the Stamford, Conn. and New York City offices of Wiggin and Dana LLP

New York becomes the 47th state to adopt new uniform law for managing, investing and spending charitable endowments ...

Filing Follies 

Oct 27, 2010, By Gregory Monday, partner, in the Madison, Wisc. office of Foley & Lardner LLP, Samantha E. Weissbluth, senior counsel, and Simon Johnson, associate, both in the Chicago office of Foley & Lardner LLP

Keep a keen eye on each state’s obligations for establishing and dissolving business entities...

Qualified Disclaimers in 2010 

Oct 20, 2010, By Joe Luby, founder and manager of Jagen Investments, LLC in Henderson, Nev.

Use this simple and unique solution to add flexibility in dealing with estate tax uncertainty...

New York’s Power of Attorney Law Undergoes Change 

Sep 27, 2010, By Jasmine M. Hanif, partner in the New York office of Katten Muchin Rosenman, LLP

New law makes strides against elder abuse and fraud...

Jumping the Gun 

Sep 22, 2010, By John T. Brooks, partner, and Samantha E. Weissbluth, senior counsel, Foley & Lardner LLP, Chicago

Courts grapple with the issue of pre-death challenges to trusts of disabled settlors...

Fate of Famed Art Collection Unresolved 

Aug 25, 2010, By David Thayne Leibell, partner in the Stamford, Conn. and New York City offices of Wiggin and Dana LLP

Tennessee Chancery Court temporarily blocks the sale by financially strapped college of a 50 percent interest to a Walmart heiress’ new museum...

Fate of Famed Art Collection Unresolved 

Aug 25, 2010

The Shifting Sands of the Tax Burden 

Aug 18, 2010, By John T. Brooks, partner, and Samantha E. Weissbluth, senior counsel, Foley & Lardner LLP, Chicago

A U.S. Court of Appeals ruling underscores the importance of paying attention to the tax implications of selling or transferring property before a testator’s death...

Switzerland: A Partial Death of Bank Secrecy  

Aug 2, 2010, By Barbara R. Hauser, an independent global family advisor based in Washington, D.C.

UBS hands over names of taxpayers with Swiss accounts...

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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

Click here to view the most up to date guide (September 2011)

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