Wealth Strategies Journal

Columns



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 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. R. May Patrick M. Schoshinski Todd I. Steinberg 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) 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 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" Relational Estate Planning Columnist: Gerald Le Van "Croakspeak" Wealth and Valuation Columnist: Espen Robak "A 'Fair Market' Approach to Valuing Stock Options"