An Estate To Die For 

Lawyers often see family members get ugly over assets. Rarely, though, does the nastiness literally explode, sending one of the parties to meet his maker. But that's exactly what happened in the case of Dr. Nicholas Bartha and his ex-wife Cordula Hahn. Their War of the Roses divorce became his funeral dirge....

Retirement Decisions 

Nearly one-half of all variable annuity sales are in individual retirement account (IRA) rollovers, according to the National Association of Variable Annuities, Reston, Va. ...

Make Sure Your Client Is Covered 

Hoping to join the ranks of the Caymen Islands and Guernsey, or more realistically, to compete effectively with South Dakota, Nevada, Wyoming, Delaware, Alaska and other states, for trust business, New Hampshire is in the process of radically revising its trust laws....

Word Up: "Microfinance" 

In October 2005, Google.org -- the philanthropic arm of the audacious search engine company -- announced it would give not only to nonprofits, but also to companies that accomplish some social good. ...

The 412(i) Lives On 

Abusive 412(i)s led to an Internal Revenue Service crack down, leaving a taint on the reputation of this type of defined benefit plan. ...

Funding Buy-Out Obligations for the Closely Held Business Owner 

There's a lot of talk lately about revamping our health care system to address its outrageous costs and the millions of uninsured. ...

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Accruit

Streamlining the management of like-kind exchanges...

Analyzing ILITs

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Podcasts

Advising the Wealthy:
It's a Whole New Game

Charlie Ratner talks with estate-planning expert Lou Harrison, investment guru Michael Lewitt and retirement benefits specialist Mike Jones. Register for this timely podcast......

Webinars

Aligning Charitable Giving & Life Insurance

Best Practices, Planning Techniques, and Philanthropic Benefits. Tanya Howe Johnson, President & CEO of the PPP, Kelly Kidwell, President & CEO of Pacific Advisors and Chairman of the AALU Charitable Planning Committee, and Phil Cubeta, the Sallie B. and William B. Wallace Chair in Philanthropy at the American College. Available On Demand!...

Integrative Philanthropy

Times are tough - in fact, donors are more careful to integrate their philanthropy with their financial and estate planning. Robert F. Sharpe, Jr. and Marc D. Hoffman describe the current philanthropic/political landscape and review the techniques that donors of means are now increasingly using to optimize their giving.
Available On Demand!...

The Electronic Practice

Learn how to get the most out of your computer as you work with trusts and estates matters. Sponsored by Sungard -
Available On Demand!...

Press Releases

Findings from the Third Annual Industry Trends Survey

WealthCounsel, a nationwide organization of estate planning attorneys, and Trusts & Estates magazine today released the results of the Third Annual Industry Trends Survey which was released at the 44th Annual Heckerling Institute on Estate Planning educational conference....

2009 Events