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In Focus #54: January 18, 2010


The Rules for Non-Profit-Portfolio Fiduciaries


Delegation for Plan Sponsors


Emergency Will Repairs at Ground Zero-Estate Planning for 2010


Lightening the Financial Load of Life Insurance Products
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Estate Planning | Charitable Planning

Estate Planning


Emergency Will Repairs at Ground Zero-Estate Planning for 2010
Predictably Unpredictable; Estate Planning for 2010
The Year in Review, 2009
When Estates Go Wrong
Can The Estate Tax Cheat Death?
A Closer Look at Living Wills: Kennedy Estates
Asset Protection: When Bootstrapping Backfires Marriage, Technically Speaking
Tax Reform Preview: New: The Nevada Restricted LLC and LP & Celebrity Estate Updates
The King of Pop's Estate: The Will of Michael Jackson
The Million-Dollar Estate & LLCs, Bankruptcy, Trusts
Nevada-nizing Asset Protection: H.R. 436 Retains Estate Tax
Freeze, Squeeze & Burn Trusts
2009: Penultimate Plateau…or Pinnacle?
The Year In Review, 2008: Plus: Estates In The News
Wealth Transfer Strategies: The Timely and the Timeless
A New Context For Expatriation, Plus: Newman's Own Estate
Timely Strategies in Down Markets & The Estate of Heath Ledger
Politics & The Estate Tax & Celebrity Estates
Estate Planning 101: How You Can Benefit From The Basics
Mid-Year Review, 2008 & Celebrity Estates
FLP vs. LLC & Sam Walton's FLP Estate
The Series FLLC: Copasetic Estate Planning for the 21st Century?
Planning For Posthumous Success
The Presumption of Death
A Knight's Tale
Steady As She Goes, 2008
The Year In Review, 2007
Cautionary Tales & Taxing a Windfall Home Run
A Series of Unfortunate Tax Events & The Estate of Edgar Allen Poe
The ILIT Remixed: A Workshop With Vincent M. D'Addona
Have ILITs Lost Their Magic?
Fiduciary Duty of Loyalty in Affiliated Mutual Funds: Sole Interest vs. Best Interest?
International REITs
REIT Valuations Approaching the Stratosphere
Quasi-Commodities Anyone?
Celebrity Estates, 2007
Mid-Year Report, 2007
Tales of Mystery and Imagination: Misadventures at the Tax Court
Comparison of Bank Trust Department Fees
The Estate Tax Remaineth
Lessons of the Smith Estate
"Lady Bird" Deeds & Revoking a Revocable Trust - A Case Study
Ground Rules for 2007
The Year In Review, 2006
Updating The Will Review Checklist
Trust Flexibility, Trust Protectors
New Deductions for Conservation Easements
Reincarnating the Estate Tax: H.R. 5638 and Beyond
Art Collections of Great American Estates
Mid-Year Review, 2006
Dynastic Trusts Today
Good GRATs and Great GRATs
Elder Law Topics, 2006
Retaining Power in Estate Planning
The $2-Million Plateau
The Year In Review, 2005
Seven Surprising Scenarios
What To Do With Grandma’s House?
Death and Divorce: Seven Strategic Planning Areas
Spotlight on the Inheritor’s Trust
Mid-Year Roundup, 2005
A Slice of Immortality
Asset Protection In Context
Five Ethical Issues of Estate Planning
“Should I Move My Estate?”
The First Fifteen Issues to Consider for Your Estate Planning
The Estate Analyst: Key Issues for 2005
The Year in Review, 2004
Planning Based on Estate Size
Inside-Out IRA Estates
Incentive Trusts in Three-Part Harmony
A Mid-Year Report, 2004
Six Degrees of Disney
Disclaimer Update, 2004
FLP Battle Lines Materialize
New Strategies, 2004
New Dynamics for Trust Investments
Recent Decisions
New Rules for 2004
Trends in Philanthropy
The Practical Will
Recent Decisions
Real Estate, 2003
Recent Decisions In Brief
Mid-Year Report
Celebrity Estates
Developments in Intellectual Property
In Search of the Perfect Trust
Stolen Art
Estate Planning: Should a Trust Be the Beneficiary of Your IRA?
The Expatriate's Estate
Tax Strategies, 2003
The Year In Review
The Year In Review
Where to Herd Your IRD
How Not to FLP
A Timely Strategy
Treasury Addresses Split Dollar and Current Issues
Stock Option Strategies
How Not to FLP
Four Contradictions
QPRT Variations
A New Paradigm
The New Carryover Basis
Transferee Liability, Et Al
What's New For 2002?
The Year In Review, 2001
Charitable Relief Efforts & Private Foundations In Context
A TRUly Nice Way to Plan Your Estate!
An Achilles' Heel For FLPs?
The Total Return Unitrust
Waiting for Repeal
The Tax Relief Act of 2001
Split Decisions on Split Dollar
What Is "Trust Income" in 2001?
Will Estate Tax Repeal Open Income Tax Loopholes?
New Proposals to Repeal the Estate Tax
Proposed MRD Rules Arrive
Estate Planners Face New Challenges; Welcome to the Renaissance
Larger Contexts Will Affect Estate Planning
The Year In Review 2000: What Were We Thinking?
Estate Planning Review of 1999
Year 2000 Estate Planning Considerations
Valuing Assets; Art or Science?
Selected Issues in Transferring Assets
Simple Techniques For the Estate Planner
Retirement Planning for Estates
Professional Ethics For Estate Planners
International Issues of Estate Planning
Estate Planning Strategies For a Single Parent
Drafting the Quintessential QTIP
A Modest Dynasty: Considering the Roth IRA
Ten Estate Planning Pitfalls
What To Include In Your Will


Charitable Planning


Advocate Charitable Foundation

Advisor Update

Advisor Update - Winter 2007
Advisor Update - Fall/Winter 2006
Advisor Update - Winter 2006
Advisor Update - Spring 2006 (PDF, requires IE)
Advisor Update - Autumn 2005
Advisor Update - Summer 2005
Advisor Update - Spring 2005
Advisor Update - Winter 2005
Advisor Update - Winter 2004


FinancialSource

Frequently Asked Questions

Frequently Asked Questions about Private Foundations - November 2004 (PDF, requires IE)





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