Taxpayer Achieves Victory in an Audit of Personal Residence Trust 

Jul 28, 2010, By Calvin H. Cobb, III, partner in Craighill, Mayfield, Fenwick, Cromelin & Cobb LLP, Washington, D.C.

The IRS allows a swap of a residence for a promissory note in a pre-effective date PRT...

The Future of Philanthropy 

Jul 28, 2010, By David Thayne Leibell, partner in the Stamford, Conn and New York City offices of Wiggin and Dana LLP

New report stresses that those donors, private foundations and community foundations engaging in philanthropy must “act bigger” and “adapt better” in the future...

Gucci Out-Guess[ed]? 

Jul 21, 2010, By John T. Brooks, partner, and Samantha E. Weissbluth, senior counsel, Foley & Lardner LLP, Chicago

Court rules that attorney-client privilege doesn’t apply to emails sent by inactive State Bar member...

Leave My IRA Out of It 

Jun 30, 2010, By John T. Brooks, partner, and Erika A. Alley, associate, Foley & Lardner LLP, Chicago

"No way," says a Florida appeals court, ruling that a creditor can reach an inherited individual retirement account...

A Second Golden Age of American Philanthropy? 

Jun 23, 2010, By David Thayne Leibell, Partner in the Stamford, Conn. and New York City offices of Wiggin and Dana LLP

Warren Buffett and Bill and Melinda Gates ask the members of the Forbes 400 to each pledge more than half of their wealth to charity...

The South Indian Monkey Trap  

May 26, 2010, By John T. Brooks, partner, and Samantha E. Weissbluth, senior counsel, Foley & Lardner LLP, Chicago

An attorney, trapped by his own greed, exerts undue influence to become the beneficiary of his client’s estate plan...

Transfer Opportunities in Advance of GRAT Legislative Change 

May 19, 2010, By Francis W. Dubreuil, national managing director and Stacie Milam, senior investment planning analyst in the Wealth Management Group of Bernstein Global Wealth Management in New York.

An interim approach to planning...

Record Drop in Foundation Giving in 2009 

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

Survey shows that the worst recession since the Great Depression causes foundation giving to drop an unprecedented 8.4 percent in 2009...

A Last Bite at the GRAT Apple? 

Apr 27, 2010, By Janine A. Racanelli, managing director and head of the Wealth Advice Lab, and Robert A. Weiss, managing director, both with J.P. Morgan Private Bank in New York

The House of Representatives has passed, and now the Senate is considering, a bill that would dramatically curtail shorter-term and zeroed-out GRATs...

Marrying for the Money: A New Twist? 

Apr 20, 2010, By John T. Brooks, Partner and Samantha E. Weissbluth, Senior Counsel, Foley & Lardner LLP, Chicago

Courts refuse to allow caregivers who married their incapacitated clients to get an elective share of the clients’ estates...

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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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