Joshua Tree Enterprises

Archives

2012.01.20: 2011 in Review
2012.01.17: New Risks for the New Generation: Encouraging Families and Family Owned Businesses to Implement a Family Risk Management Policy
2012.01.08: When Higher Marginal Tax Rates Helped the Economy: Professor Paleveda's Paradox
2012.01.08: Cross Purchase
2012.01.04: Intra-Family Loan Valuation Issues
2011.12.27: Warning! The Service Believes S Corporations are Undervalued
2011.12.13: Cross Tested Retirement Plans: The Future of Tax and Asset Protection Planning for Small Business
2011.12.09: When Can I Retire? Answers from the Historical Record
2011.12.02: A Gift From Congress: Gift Up to $10 Million Tax-Free
2011.11.29: Stairway to Estate Planning Heaven
2011.11.26: Resurrecting the $20-Million Estate: Don't Forget About the BDIT!
2011.11.22: The Reasonableness of Owners' Compensation: An Often Overlooked But Key Assumption in Valuing a Business
2011.11.17: The Cain Plan v. The Able Plan: An Empirical Analysis
2011.11.07: Avoiding a GSTT Asteroid
2011.11.02: How to Review a Commercial Real Estate Appraisal Report: How Can an Attorney Ascertain the Merit of An Appraisal?
2011.10.26: People on the Move: Israel's Tax System
2011.10.18: The SCIN-GRAT: Combining a Bet-to-die Technique with a Bet-to-live Technique
2011.10.13: Recent Developments in Asset Protection Law - September 2011
2011.09.30: IRS Initiatives Make "Hidden Income" Harder to Keep Secret
2011.09.22: Surviving the Great Consternation: Investing and Elder Care in the Age of Recession
2011.09.14: Borrowing to Finance Life Insurance Premiums
2011.09.09: Recent Developments in Asset Protection Law - August 2011
2011.08.29: Annuities and the Law of Unintended Consequences
2011.08.17: Ode to the Trust - 2nd Sonata
2011.08.06: Recent Developments in Asset Protection Law - July 2011
2011.08.06: Two Years After Madoff: An Argument for Foundation Audits
2011.07.28: The Art of Diversification
2011.07.15: Annuities: The Advisor's Conundrum
2011.07.10: Premarital Agreements: Validity Is Not Enough
2011.07.05: I DIG IT Divorce
2011.07.05: Ode to the Trust - 1st Sonata
2011.06.22: Interview with Steven J. Oshins on Nevada Restricted LLC/LP
2011.06.14: Recent Developments in Asset Protection Law - June 2011
2011.06.08: Portability Versus Bypass Trust: Practical Planning Tips
2011.06.06: Trends in Commercial Real Estate Loan Guarantees
2011.05.31: Estate Analyst: Evil Estates Deconstructed
2011.05.26: Start Preparing Now For New Foreign Bank Account Reporting Rules
2011.05.19: You Are Being Watched: It's Not Just Big Brother Watching You
2011.05.19: Recent Developments in Asset Protection Law, May 2011
2011.05.05: FLP Update
2011.05.03: Roth IRA Conversion Planning in 2011 & 2012
2011.04.25: What Wealth Management Professionals, Trust Officers and Estate Planners Need to Know About Trust Protectors
2011.04.06: Charitable Gift Annuities: Due Diligence for Advisors
2011.03.29: Will Taxpayers Ante Up to Participate in Round Two?: The IRS Offers a New Voluntary Disclosure Program
2011.03.25: Estate Analyst: The Perils of Portability
2011.03.17: Religious Estate Planning
2011.03.16: A New Perspective on Employee Stock Ownership Plans
2011.03.09: Charging Order Protection for Florida Limited Liability Companies after Olmstead
2011.03.08: DCF Valuation Scuttled by Unsound Underlying Projection
2011.03.04: In Estate of Adler, Section 2036 Trumps Fractional Interest Discounts
2011.03.02: Tax Relief Act Extends IRA Owners' Opportunity to Make Tax-Advantaged Direct Gifts to Charity
2011.02.22: Trusts: Situs, Star Wars, and State Taxation
2011.02.22: Estate Analyst: Estate and Gift Taxes Reunited
2011.02.18: Projected Long-Term Volatility May Augur Well for a Trader's Mentality
2011.02.10: ILIT Trustees: Bridge Out Ahead... Lock in Your Navigation System Now
2011.01.26: The Outlook for Estate Planning Practitioners
2011.01.12: 2010 Transfer Tax Changes
2011.01.05: Estate Analyst: The Year of the Ginormous Loophole
2010.12.08: Finding the Silver Lining in the Dark Cloud of Continued Uncertainty
2010.11.26: Estate Analyst: Resurrecting the $20 Million Estate
2010.11.15: IRS Valuation Win Upheld in Holman Appeal
2010.11.15: Estate Planning at All Levels of Wealth: Don't the Wealthy Deserve As Much Attention to Competence Planning As Those Who Seek Medicaid Planning?
2010.10.21: Estate Analyst: The Unfortunate $20-Million Estate
2010.09.29: Arguments for the Estate Tax
2010.09.28: Part VI: An Introduction to Lesser Known But Useful Trusts
2010.09.16: Practitioner Profile: Sanford J. Schlesinger of Schlesinger Gannon & Lazetera LLP
2010.09.14: Bonus Depreciation and Section 179 Depreciation
2010.09.09: Estate Analyst: A Kafkaesque Estate and Bracing for the 2011 Tax Uncuts
2010.09.08: Part V: An Introduction to Lesser Known But Useful Trusts
2010.09.08: Practitioner Profile: Lisa M. Stern of Proskauer Rose LLP
2010.09.02: Business Succession Planning With the Four Levels of Ownership and Control
2010.09.01: Part IV: An Introduction to Lesser Known But Useful Trusts
2010.08.24: Part III: An Introduction to Lesser Known But Useful Trusts
2010.08.19: Pluris Valuation Case Reporter: Second Circuit Reins in Section 2036 Mother Continuing to Share Property with Son Does Not Constitute "Enjoyment and Possession"
2010.08.18: Part II: An Introduction to Lesser Known But Useful Trusts
2010.08.10: Part I: An Introduction to Lesser Known But Useful Trusts
2010.08.03: Succession Planning With a Bite
2010.07.27: Another "Bad Facts" Victory For The IRS In Estate of Erickson
2010.07.26: Estate Analyst: A Billionaire's Free Pass
2010.07.20: The Power of Attorney in 2010
2010.06.29: The Estate Analyst: Avoiding Estate Planning Malpractice
2010.06.22: Advice for Americans With Undisclosed Accounts at UBS and Other Foreign Banks as IRS Lifts Cloak of Swiss Bank Secrecy
2010.06.16: Far-Reaching IRS Victory in Ludwick
2010.03.30: Protecting Trust Assets from the Federal Tax Lien - Installment 3
2010.02.25: Practical Planner: Grantor Trusts - All that Glitters Is Not Gold
2010.02.12: 2011 Budget Greatly Expands Reporting Requirements and Penalties for Holders of Offshore Bank Accounts
2010.01.05: The Estate Analyst: The Year in Review, 2009 & Estates in the News
2010.01.05: Giarmarco Book Review: Special Needs Book by Sebastian Grassi
2010.01.04: The Estate Analyst: When Estates Go Wrong
2009.11.24: The Estate Analyst: Testamentary Restraints on Same-Sex Marriage
2009.11.24: Protecting Trust Assets from the Federal Tax Lien - Installment 2
2009.11.16: Protecting Trust Assets from the Federal Tax Lien - Installment 1
2009.10.28: Insuring the Investment Portfolio
2009.10.20: Defensive Allocation Strategies Protect Portfolio Assets in Bear Markets
2009.10.13: The Estate Analyst: "Nevada's Restricted LLC and LP"
2009.10.13: The Estate Analyst: "The King of Pop's Estate: The Will of Michael Jackson"
2009.10.12: The Estate Analyst: "Tax Reform Preview"
2009.10.12: "Switching" ILITs
2009.08.12: FROM NASCAR CONDOMINIUMS TO PRIVATE MAUSOLEUMS: KEEPING THE VACATION HOME IN THE FAMILY - PART 3
2009.08.03: FROM NASCAR CONDOMINIUMS TO PRIVATE MAUSOLEUMS: KEEPING THE VACATION HOME IN THE FAMILY - PART 2
2009.07.30: Introduction to Special Needs Planning
2009.07.23: FROM NASCAR CONDOMINIUMS TO PRIVATE MAUSOLEUMS: KEEPING THE VACATION HOME IN THE FAMILY - PART 1
2009.07.02: The Play's The Thing: A Theory of Taxing Virtual Worlds **
2009.06.23: DRAFTING A FLEXIBLE IRREVOCABLE LIFE INSURANCE TRUST
2009.06.23: Successful Retirement Planning depends on Asset LOCATION
2009.05.29: The Estate Analyst: "LLCs, Bankruptcy, Trusts"
2009.05.29: The Estate Analyst: "The Million Dollar Estate"
2009.05.29: New FDIC Insurance Rules for Living Trust Bank Accounts
2009.05.27: ONE CHANGE AT A TIME: Looking closer at the different variables of a charitable gift annuity
2009.05.12: The Goofy Doctor Plan: Brokers, Self-Direction, and Fiduciary Duty in Qualified Plans
2009.05.12: New ILIT Book Now Available
2009.05.05: Creating Family Governance Systems in Different Cultures
2009.04.16: Key Tax Issues for Private Equity Investments in Distressed Debt: Buyer Beware
2009.04.15: The Practical Planner: Brooke Astor Estate: Questions and Lessons
2009.04.15: The Trustee's Duty to Inform
2009.04.15: The Estate Analyst: Shakespeare & Ben Franklin Had It Right
2009.04.15: The Estate Analyst: Temporary Rules & Tax Breaks
2009.04.15: The Estate Analyst: "Planning in Fearful Times"
2009.04.10: Body, Body, Who Gets the Body? The Resolution of Bodily Remains Cases
2009.04.01: The Death of The Life Settlement Market Has Been Greatly Exaggerated
2009.04.01: IRS Announces Reduced-Penalty Program for Taxpayers Who Voluntarily Disclose Offshore Accounts
2009.03.30: How To "HEET" Up An Estate Plan
2009.03.30: Getting From Here to There During These Troubled Financial Times: A Modest Discussion of Retirement Challenges By An Insurance Industry Analyst
2009.03.30: The Practical Planner: Goldilocks Trusts Save the Day
2009.03.23: With the Continuous Collapse of Major Financial Institutions, Should a Trusted Advisor Become a Trustee?
2009.03.23: IRAs And Retirement Plans Traps and Planning Tips
2009.03.04: The Estate Analyst: "H.R. 436 Retains Estate Tax"
2009.03.04: The Estate Analyst: "Nevada-nizing Asset Protection"
2009.03.02: Proposed Conduit Financing Regulations Treat Disregarded Entities as Regarded Entities
2009.03.02: White House Announces Homeowner Affordability and Stability Plan to Prevent Housing Foreclosures
2009.02.28: The Estate Analyst: "Scam Relief for Madoff Victims"
2009.02.25: Looming Issues For Regional Center EB-5 Program
2009.02.19: Community Property Planning Techniques for Professionals in Non-Community Property States
2009.02.17: Gift Now! Take Advantage of the Volatility!
2009.02.15: The Estate Analyst: "Freeze, Squeeze & Burn Trusts"
2009.02.15: The Practical Planner: "Estate Tax Proposed Legislation: Analysis of Pomeroy Bill"
2009.02.02: The Practical Planner: "Insurance Trusts (ILIT) Not So Simple"
2009.01.28: The Estate Analyst: "Plateau or Pinnacle"
2009.01.27: Estate Analyst: "Memorable Quotations"
2008.12.31: CRT Market Update: December 2008
2008.12.31: Estate Planning In Current Economic Environment / Future Tax Legislation
2008.12.31: The Practical Planner: "Gift Planning During Economic Uncertainty"
2008.12.31: The Estate Analyst: "Estates In The News"
2008.12.31: The Estate Analyst: "The Year In Review, 2008"
2008.12.20: Using a Portfolio's Required Return to Develop an Appropriate Risk Level
2008.12.02: 2008 Year-End Tax Planning
2008.11.12: Managing Retirement Portfolio Withdrawals in Turbulent Times: Precautionary Savings, Investment Reserves and Mid-Term Adjustments
2008.11.06: The Emergency Economic Stabilization Act of 2008
2008.10.13: The IRS Continues to Attack Poorly Designed Family Limited Partnership: Estate of Concetta H. Rector
2008.10.08: Planning Through Economic Turmoil
2008.10.02: Tax and Asset Protection Motivations for Acquiring a Florida Domicile
2008.10.02: Appraisal Profession and IRS are Still Feeling Their Way on How to Value S Companies
2008.09.19: Choices: "Recent Tax Guidance on Private Trust Companies, Family Co-Trustees and Distribution Committees: Notice 2008-63"
2008.09.18: Estate and Gift Tax Developments
2008.09.15: Higher Rewards Equal Higher Risks?
2008.09.15: Strategies For Generating Income
2008.09.15: Bankruptcy And Probate
2008.09.15: The Path Of Altruism: A Reflection On The Nature Of A Gift
2008.09.15: Beyond Traditional Estate Planning: Addressing The Personal Impact Of Inherited Wealth
2008.09.15: Encouraging and Helping Your Clients to Provide for Pets in Estate Plans
2008.09.15: Never Spend Principal?
2008.09.15: Reducing Taxable Wealth Yet Keeping It All In the Family (Courts' Views On Best Method To Take Discounts)
2008.09.15: Developing Confidence in Planning
2008.09.15: The End Of Bank Secrecy
2008.09.15: Delaware Asset Protection Trusts: Basics And Opportunities
2008.09.15: Drafting A Marital Deduction Trust For Second Marriages
2008.09.15: Practical Drafting Under The Uniform Trust Code
2008.09.15: Premarital Agreements and the Young Couple
2008.09.15: Decision Making Under Conditions of Uncertainty
2008.09.15: Select Drafting Issues for High Net Worth Clients
2008.09.15: Succession, an Attorney's Perspective
2008.09.15: Choices: "Why Do I Need A Trust? Setting the Stage for Decision-making"
2008.09.15: Estate and Gift Tax Developments
2008.09.15: Keeping the "Family" in the Family Foundation
2008.09.15: Ethics of Email
2008.09.15: SELLING A CRT INCOME INTERST, Keep the Pros, Eliminate the Cons
2008.09.15: IRS Announces That Substituion Power Does Not Cause Inclusion of Trust Property In Estate
2008.09.15: Community Property Planning Techniques For Professionals In Non-Community Property States
2008.09.15: Community Property Planning Techniques For Professionals In Non-Community Property States
2008.09.15: Community Property Planning Techniques For Professionals In Non-Community Property States
2008.09.15: Community Property Planning Techniques For Professionals In Non-Community Property States
2008.09.15: Community Property Planning Techniques For Professionals In Non-Community Property States
2008.09.15: Developing and Defining a Well Managed Portfolio - A Primer on Modern Portfolio Theory
2008.09.15: A "Fair Market" Approach To Valuing Stock Options
2008.09.15: Croakspeak
2008.09.15: Community Property Planning Techniques - Part I
2008.09.15: Artwork And Collectibles: An Introduction
2008.09.15: Branding For Wealth Strategy And Planning Executives: How to weave key brand messages into everyday conversations or presentations
2008.09.15: Michael Collins, Dauphins and Other Approaches to International Estate Planning
2008.09.15: Federal Transfer Tax Law and the Recent and Coming Elections
2008.09.15: Using the Power of Currency to Add Return
2008.09.15: Planning Considerations In Naming A Guardian For A Minor Child
2008.09.15: Planning Your Finances During All Stages of Life
2008.09.15: Watching The Watchman
2008.09.15: Choices: "Reciprocal Trust Doctrine Threatens Family Decision-making"
2008.09.15: Asset Protection: "UTC Section 505(b) - Pandora Opens The Box"
2008.09.15: Family Incentive Trusts Dynamic New Approach Employing Trust Distributions to Communicate Family Values and to Promote Productivity and Performance in Beneficiaries
2008.09.15: What Trustees Should Know about Asset Management Approaches and Rebalancing Elections
2008.09.15: Tax Return Preparer Penalties
2008.09.15: Determining the Appropriate Income Withdrawal Rate for a Portfolio: The Crossover Rate
2008.09.15: The IOLI, SPINLIFE, STOLI transaction, what is it and is it good for your client?
2008.09.15: Every Drafter's Dream: The Flexible Irrevocable Trust
2008.09.15: Stripping in Private: Planning with Stripped Installment Notes
2008.09.15: What Trustees Should Know about Asset Management Approaches and Rebalancing Elections
2008.09.15: Split-Dollar Arrangments for Life Insurance - An Overview

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