Asset Protection
Asset Protection will focus on asset protection planning
Columnist: Jonathan E. Gopman
UTC Section 505(b) - Pandora Opens The Box
Choices
Choices focuses on evaluating alternatives and helping advisors know
about the choices available to them, how to evaluate those choices, and
how to explain those choices and their analysis to their clients.
Columnist: Donald Kozusko
Reciprocal Trust Doctrine Threatens Family Decision-Making
Why Do I Need A Trust? Setting the Stage for Decision-Making
Recent Tax Guidance on Private Trust Companies, Family Co-Trustees and Distribution Committees: Notice 2008-63
Elder Law
Elder Law will focus on estate planning issues that are relevant when planning for older individuals.
Columnist: Professor Lawrence A. Frolik
Watching The Watchman
Emotional Issues in Estate Planning
Emotional Issues in Estate Planning focuses on the emotional side of
estate planning and the intergenerational transfer of values within a
family.
Columnist: Sarah M. Johnson
Planning Considerations In Naming A Guardian For A Minor Child
Estate and Gift Tax Developments
Estate and Gift Tax Developments reports estate and gift tax developments on a monthly basis.
Columnists: Gal N. Kaufman, Melissa A. May, Patrick M. Schoshinski, and Todd I. Steinberg
The Estate Analyst
Columnist: Bob Moshman, Esq.
The Year in Review, 2008
Estates in The News Plateau or Pinnacle?
Freeze, Squeeze & Burn Trusts
Memorable Quotations
Scam Relief for Madoff Victims
Nevada-nizing Asset Protection H.R. 436 Retains Estate Tax
Planning in Fearful Times
Temporary Rules & Tax Breaks
Family Offices
A five-part series on handling artwork and collectibles in family offices and estate planning generally.
Columnist: Matthew F. Erskine, Esq
"Artwork And Collectibles: An Introduction"
From My Desk
From
My Desk focuses on subjects of Mr. Levendis' selection taken from Mr.
Levendis' experiences over the past 35 years in representing client
families, private businesses, individuals and charitable entities, in
the broad area of wealth preservation or will offer Mr. Levendis' view
on a significant subject within that broad area.
Columnist: George P. Levendis
Federal Transfer Tax Law and the Recent and Coming Elections
International Estate Planning
International Estate Planning will focus on estate planning and taxation that involves multiple jurisdictions.
Columnist: Charles M. Bruce
Michael Collins, Dauphins and Other Approaches to International Estate Planning (November 2006)
The Practical Planner Columnist: Marty Shenkman Gift Planning During Economic Uncertainty
Goldilocks Trusts Saves the Day
Relational Estate Planning
Columnist: Gerald Le Van
"Croakspeak"
Review of Financial Literature Columnist: Michael Zhuang Higher Rewards Equal Higher Risks?
Speaking Out
This
column focuses on all aspects of expanding one's firm including
marketing, sales, defining or expanding your client base, branding,
design topics, and advertising.
Columnist: Catherine M. Shaw
Branding For Wealth Strategy And Planning Executives: How to weave key brand messages into everyday conversations or presentations
Wealth and Valuation
Columnist: Espen Robak
"A 'Fair Market' Approach to Valuing Stock Options"
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