Archives
- 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
Monthly Archives
Categories
Category Monthly Archives
- Asset Protection: September 2010
- Asset Protection: August 2010
- Asset Protection: July 2010
- Asset Protection: June 2010
- Asset Protection: March 2009
- Asset Protection: October 2008
- Asset Protection: September 2008
- Business Succession: September 2010
- Business Succession: August 2010
- Business Succession: July 2010
- Business Succession: September 2008
- Elder Care: September 2008
- Estate Planning +Taxation: September 2010
- Estate Planning +Taxation: August 2010
- Estate Planning +Taxation: July 2010
- Estate Planning +Taxation: June 2010
- Estate Planning +Taxation: March 2010
- Estate Planning +Taxation: February 2010
- Estate Planning +Taxation: January 2010
- Estate Planning +Taxation: November 2009
- Estate Planning +Taxation: July 2009
- Estate Planning +Taxation: May 2009
- Estate Planning +Taxation: April 2009
- Estate Planning +Taxation: March 2009
- Estate Planning +Taxation: February 2009
- Estate Planning +Taxation: January 2009
- Estate Planning +Taxation: December 2008
- Estate Planning +Taxation: October 2008
- Estate Planning +Taxation: September 2008
- Fiduciary Issues: August 2010
- Fiduciary Issues: July 2010
- Fiduciary Issues: February 2010
- Fiduciary Issues: May 2009
- Fiduciary Issues: April 2009
- Fiduciary Issues: March 2009
- Fiduciary Issues: September 2008
- Insurance: April 2009
- Insurance: March 2009
- Insurance: February 2009
- Insurance: September 2008
- Investments: June 2010
- Investments: May 2009
- Investments: April 2009
- Investments: March 2009
- Investments: December 2008
- Investments: November 2008
- Investments: September 2008
- Marketing: September 2008
- Miscellaneous: April 2009
- Miscellaneous: March 2009
- Miscellaneous: February 2009
- Miscellaneous: October 2008
- Miscellaneous: September 2008
- Multigenerational Values: September 2008
- Philanthropy: July 2010
- Philanthropy: December 2008
- Philanthropy: October 2008
- Philanthropy: September 2008
- Practice Management: June 2010
- Practice Management: September 2008
- Professional Responsibility: June 2010
- Professional Responsibility: September 2008
- Retirement Benefits: March 2009
- Retirement Benefits: November 2008
- Retirement Benefits: September 2008
- Taxation + Tax Planning: August 2010
- Taxation + Tax Planning: July 2010
- Taxation + Tax Planning: June 2010
- Taxation + Tax Planning: April 2009
- Taxation + Tax Planning: March 2009
- Taxation + Tax Planning: February 2009
- Taxation + Tax Planning: January 2009
- Taxation + Tax Planning: December 2008
- Taxation + Tax Planning: November 2008
- Taxation + Tax Planning: October 2008
- Taxation + Tax Planning: September 2008
- Valuation: August 2010
- Valuation: July 2010
- Valuation: June 2010
- Valuation: February 2009
- Valuation: October 2008
- Valuation: September 2008