Is the IRS Turning Gift Planning on Its Head? 

Mar 24, 2010, By Gail E. Cohen, vice chairman and general counsel, Fiduciary Trust Company International, New York and chair of the Trusts & Estates committee on the Fiduciary Professions, and Elisa Shevlin Rizzo, managing director and trust counsel, Fiduciary Trust Company International, New York

Given the Service’s interpretation of IRC Section 2511, the answer seems to be ‘”yes”...

Build a Better Endowment 

Feb 24, 2010, By David Thayne Leibell, partner in the Stamford, Conn. and NYC offices of Wiggin and Dana LLP

Solid university endowments can survive economic storms...

Wealth Watch E-letter 

Feb 23, 2010

A Pitch for Privacy Rights 

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

Milwaukee Brewers relief pitcher asks court to seal the records of his wife’s cocaine-related death...

Wrestling with the Privacy Rights
Of John E. du Pont, Convicted Murderer 

Jan 27, 2010, By John T. Brooks, partner and Samantha E. Weissbluth, senior counsel, Foley & Lardner LLP, Chicago

A Pennsylvania court weighs in on a former wrestler’s bid to unseal the records of du Pont’s incapacity hearing so as to peer into his trust documents ...

Charitable Lids
Triumph Again 

Jan 20, 2010, By David Thayne Leibell, partner in the Stamford, Conn. and New York City offices of Wiggin and Dana LLP

They now should be at, or near the top of many wealthy families’ to-do lists in 2010—but only if there’s an estate tax this year ...

Gates Embraces Philanthro-capitalism 

Dec 30, 2009, By David T. Leibell, partner at Wiggin and Dana LLP, resident in the Stamford, Conn and NYC offices

The world’s largest private foundation bets big on venture philanthropy ...

Tortured Evolution
Of Tortious Interference 

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

Illinois’ high court allows a tort claim where a probate contest is time-barred. The case involves a pastor’s cozy relationship with his elderly parishioner. She wound up giving him lifetime gifts, then a bequest—all of which left a children’s hospital, her earlier will’s beneficiary, with nada...

Fear, Greed And A Time for Giving Thanks 

Nov 25, 2009, By Elizabeth K. Miller, president, Summit Place
Financial Advisors, LLC, Short Hills, N.J.

Clients are worried about missing the rally, but they are even more worried about downside risks. How should financial advisors address clients' concerns and show their value?...

DNA = Does Not Apply 

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

A daughter is a daughter for trust purposes — even though she never was adopted and is not genetic descendant...

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Estate Tax	Donor Advised Funds
GSTs	Family Offices
Private Foundations	Life Insurance
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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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