Horton Foote's Dividing the Estate 

Horton Foote's Dividing the Estate, a play about family interdependence, love, hate and estate planning, had a limited run, Sept. 27 to Oct. 28, to critical acclaim in New York City....

Richistan 

A peek at the country within our country, where the rich live and consume -- copiously...

Restorative Payments 

Good news for taxpayers: the Internal Revenue Service extended these payments to retirement plans...

New Programs Guarantee Retirement Income 

Highly paid executives have a new way to guarantee lifetime monthly income from their company's 401(k) plans. It's a nifty new array of products; but they do have drawbacks. ...

The 419(e) Plan Is a Good Option—If Handled Well 

If your clients who are business owners are thinking about setting up a 419(e) single-employer welfare benefit arrangement plan, beware: It must be airtight to escape the tentacles of the Internal Revenue Service....

Piggybacking on Stellar Returns 

IRS approves investors using charitable remainder trusts to gain access to some of the nation's best investment managers...

Total Coverage 

Specialty insurance covers identity theft, home invasion, kidnapping and ransom. What's worth buying?...

IRS “Clarifies” Rules for Inherited IRAs 

Beneficiaries of qualified retirement plans know the value of stretching out distributions over life expectancy. Retirement plans may -- but don't have to -- offer stretch distributions to beneficiaries....

Selling Property? 

The Treasury Department and Internal Revenue Service are expected this week to adopt a rule change that effectively kills the use of private annuity trusts to postpone taxes on the sale of appreciated property. ...

The Twilight of Employer-Sponsored Health Insurance? 

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

Previous | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | Next

New on the Web

Conrad Teitell's Guide to Tax Benefits For Charitable Gifts (Updated August 2010)

America's Top 100 Independent B/D Advisors

Seminar: Estate Planning for NYC Residential Building Owners - Register Now by clicking here
Program Co-Sponsored by Trusts & Estates Magazine, the Rent Stabilization Association (RSA), and New York County Lawyers Association (NYCLA) Trusts & Estates Section
 
Panelists will include attorneys specializing in real estate and estate planning.
Moderators:    Robin A. Bernstein, Esq., RSA Deputy Counsel; Susan Lipp, Esq., Editor-in-Chief, Trusts & Estates Magazine; Sylvia E. DiPietro, Esq., Chair, NYCLA Estates Trusts & Estates Section

Most Popular Stories

Wealth Watch Subscribe

Wealth Watch is a free e-newsletter delivered twice a month with expert advice on wealth management from Trusts & Estates.

Fate of Famed Art Collection Unresolved

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

The Shifting Sands of the Tax Burden

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...

View more Wealth Watch Articles

Tech. Review Subscribe

Technology Review is a free monthly e-newsletter from Trusts & Estates and nationally renowned expert Donald H. Kelley. It is geared to keeping estate planning lawyers current on the latest tech news they can use.

Gsphere

Comprehensive analysis of investment diversification...

VestingPoint.com’s Retirement Calculator

Evaluate retirement projections with this online tool...

View more Technology Review Articles

Past Issues

  • August Issue
  • July Issue
  • June Issue
  • May Issue
  • April Issue
  • March Issue
  • February Issue

Download The 2009 Findings from a Nationwide Survey of Estate Planning Attorneys

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

Roth IRA Conversions - The Critical Issues

Whether you are a tax professional, estate planner or financial advisor, it is important that you are well-equipped to effectively advise clients regarding Roth IRA conversions. -
Available On Demand!...

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!...