Note From The Editor: September 2015

Note From The Editor: September 2015

At Trusts & Estates, we’re fortunate to have industry experts on our editorial advisory board from a myriad of estate-planning disciplines. We’ll be showcasing some of our experts this month at the 41st Annual Notre Dame Tax and Estate Planning Institute to be held on Sept. 17 to 18 in South Bend, Ind. Three of our advisory board members (David A. Handler, Kim Kamin and Radd L. Riebe) will participate in a special Trusts & Estates panel, titled “Practical Advice for Trust Design: A Holistic Perspective.” They’ll focus on the practical effects of trust drafting from estate and tax planning, fiduciary and valuations viewpoints. If you’re at the conference, I hope you’ll join us for this presentation on Sept. 17 from 5 pm to 6 pm.   

We’ve also been working with our board members to offer some exciting webinars. On Sept. 9 at 2 pm EST, Michael J. Jones and Bruce D. Steiner will present “Spousal Rollovers—The Latest Rulings.” And, on Sept. 17 at 2 pm EST, Bernard A. Krooks and Lawrence A. Frolik will discuss “Special Needs Trusts: From Soup to Nuts.” Finally, on Sept. 30 at 2 pm EST, Richard L. Harris, Espen Robak and Melvin A. Warshaw will fill you in on “Valuing Life Insurance Policies.” You can register for all of our webinars on wealthmanagement.com. And, don’t worry if you can’t listen to the webinar when it’s presented—our webinars are archived for one year on our website. Keep your eyes out for more announcements for webinars taking place in October and November. 

Moving on to this month’s issue, our Investments Committee Report touches on some timely topics. In “Protecting Your Client’s Portfolio Against the Risks of Inflation,” p. 45, Gregory D. Singer analyzes Treasury inflation protected securities, and Preston D. McSwain takes on hedge funds in “Are Hedge Funds Prudent for Taxable Investors?” p. 48.

 
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