Trusts & Estates is the pre-eminent, peer review journal and website for wealth management professionals serving the needs of high-net-worth clients, family business owners, family offices, charitably inclined donors and non-profit corporations.
Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item Can Small Employers Be Encouraged to Offer Retirement Plans? WASHINGTON-- Policymakers have...
B>Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item Dearborn Offers Online Certificate in Financial Planning CHICAGO-- Recognizing the need for...
Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item Independent Community Bankers Pinpoint Estate-Tax and Rate Cuts as Top Priorities WASHINGTON...
Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item Company offers free Market Opportunity Guide for IRA Distribution Planning COLUMBUS, Ohio, -...
Most policy-makers agree that the transfer tax system -- more commonly known as the estate tax, the gift tax and the generation-skipping tax -- needs some sort of reform. What type of reform, and how far it should go, is a matter of heated debate...
Access Mr. Zale's Web site: visualartsadvisory.com "There is no such thing as Art. There are only artists." E.H. Gombrichs epigram, written at the beginning of his 1950 classic text The Story of Art, is still true today. Art capitalized does not...
SBSC Calls for Terminating Death Tax The Small Business Survival Committee (SBSC) reiterated its view during National Small Business Week that the death tax should be eliminated. "While a few dozen wealthy individuals and the death tax industry...
Recent Case Law Developments In Will And Trust Instrument Construction By Charles A. Redd Sonnenschein Nath & Rosenthal, St. Louis, MO LITIGATION IS NOW MUCH A PART OF the life of the fiduciary. The construction process of Will and trust...
Searching For And Keeping Clients Wealth management practitioners having trouble keeping their address books filled with loyal customers By Christopher Weems, Associate Editor Clients are becoming a scarce asset for financial services...
Coming To A Wal-Mart Near You: Tax-Free GRATs By Deborah V. Dunn, Kirkland & Ellis, Chicago. IL In a victory for taxpayers, the Tax Court held in Walton v. Commr., 115 T.C. No. 41 (2000), that Reg. Sec. 25.2702-3(e), Example 5 is an invalid...
