January 2003 Table of Contents

features Estate Planning Promissiory Note Problem Banks still don’t have their marching orders from The Treasury on how to verify new customers. By Benjamin N. Feder, Katten Muchin Zavis & Rosenman Charitable Giving and Philanthropy The Barnes Debacle Saving the Barnes Foundation from bankruptcy may mean destroying its founder’s vision. By John Anderson, author of "Art Held Hostage: The Battle over

features

Estate Planning

Promissiory Note Problem

Banks still don’t have their marching orders from The Treasury on how to verify new customers.

By Benjamin N. Feder, Katten Muchin Zavis & Rosenman

Charitable Giving and Philanthropy

The Barnes Debacle

Saving the Barnes Foundation from bankruptcy

may mean destroying its founder’s vision.

By John Anderson, author of "Art Held Hostage: The Battle over the Barnes Collection,"W.W. Norton, (Spring, 2003)

Counting Gifts

A T&E exclusive:The Internal Revenue Service for the first time has analyzed gift tax filings.

By Martha Britton Eller, IRS Choose Supporting Organizations Once thought to be to complex, SOs actually are preferrable these days to private foundations. By Jarrett Bostwick, Ernst & Young Trust Institutions Wrong-Headed The business model that most private banks and trust institutions use to handle clients is designed to lose assets under management. There is a better way. By Russ Alan Prince, Prince & Associates n special report:Taking stock A Look Back at 2002 and Ahead to 2003 Estate Planning By Charles A. Redd, Sonnenschein, Nath & Rosenthal Ethics By Owen G. Fiore, Fiore–Ramsbacher Retirement Benefits By Natalie B. Choate, Bingham McCutchen Elder Care By Bernard A. Krooks, Littman Krooks & Roth Philanthropy By Karen H. Putnam, Bessemer Trust Family Offices By David Martin, Foster Holdings On the Fiduciary Front By Donna Spivey, The Northern Trust Co. Insurance By Amy Holmwood, HK Ventures n columns Wit, Wisdom The Squeeze Is On Competition and challenge for trusts and estates lawyers. By Roy M. Adams, Sonnenschein, Nath & Rosenthal

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