What Estate Tax Reform? 

Oct 28, 2009, By Gail E. Cohen, executive vice president and general trust counsel, Fiduciary Trust Company International, New York

Don’t bet on any. Congress just might do nothing and send us back to the 2001 scenario—permanently. Advisors should consider taking immediate action to plan properly for that, and other possible scenarios...

Charities Roll Snake Eyes 

Oct 28, 2009, By David T. Leibell and Daniel L. Daniels, partners in the Stamford, Conn. and New York offices of Wiggin and Dana LLP

The heirs won—eventually. But a case out of New York reminds lawyers everywhere of the importance of tax apportionment in estate planning ...

Tax Law Update 

Oct 21, 2009, By David A. Handler, partner, and James Thibodeau, associate, in the Chicago office of Kirkland & Ellis LLP

It may be the attorney’s fault. . . but you’re still liable...

Posthumously Conceived Children
And Their Survivor Benefit  

Oct 21, 2009, By John T. Brooks, partner, and Samantha E. Weissbluth, senior counsel, in the Chicago office and Ryan Gehrke, former summer associate, in the Madison, Wis. office of Foley & Lardner LLP

State law results in schizophrenic decisions
from the Ninth Circuit and a lesson for us all...

Is “Go Slow” the New Norm
For Private Foundations?  

Sep 30, 2009, By Karen H. Putnam, director of Philanthropic and Family Wealth Stewardship Services, Bessemer Trust, New York

Reduced endowments have led to a focus on providing for emergency social needs and shoring up the structures of charities. Is this a short-term or long-term shift? ...

New York’s New POA Law 

Sep 30, 2009, By Shu-Ping Shen, associate, Weil, Gotshal & Manges, New York

Things just got much more complicated ...

Protect Trust Assets in Bankruptcy 

Sep 23, 2009, By John T. Brooks, partner, and Samantha E. Weissbluth, senior counsel and Aubrey Refuerzo, summer associate, Foley & Lardner LLP, Chicago

Pre-petition disclaimers can help save the day...

Last Call  

Sep 23, 2009, By Elyse G. Kirschner, partner, Weil, Gotshal & Manges LLP, New York

IRS' special deal for reporting of undisclosed offshore accounts now ends Oct. 15, 2009...

Contesting IRS Gift Valuations  

Sep 23, 2009, By David A. Handler, partner, and Alison E. Lothes, associate, Kirkland & Ellis LLP, Chicago

Final regulations have been adopted for taxpayer procedures to contest IRS gift valuations under IRC 7477 ...

Private Letter Ruling 200937028 

Sep 23, 2009, By David A. Handler, partner, and Alison E. Lothes, associate, at Kirkland & Ellis LLP, in Chicago

Property in an irrevocable grantor trust does not receive basis step-up on death of grantor if not included in taxable estate ...

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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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