Preventing Charitable Funds From Financing Terrorism
May 01, 2003
Guidelines issued by the U.S. Treasury Department provide voluntary best practices for U.S.-based...
Avoid FLPs
May 01, 2003
The most important element in determining gift and estate liability is the value of the asset...
The Problem with Trusts Owning Life Insurance
May 01, 2003
It's getting more difficult for trustees to exercise prudent fiduciary responsibility in the life...
Trustees for the Wrong Reasons
May 01, 2003
How often do we hear these days: Well, you have to understand, we're not really in the trust...
Freedom to Fix Mistakes
May 01, 2003
The American Law Institute's Restatement Third, Property (Wills and Other Donative Transfers)...
A Trust for Fido
May 01, 2003
Steve Ann Chambers, president of the Animal Legal Defense Fund and a member of the Washington Bar...
Life Insurance in the Retirement Plan
May 01, 2003
This article presents an estate planner's perspective on the purchase of life insurance inside a...
How Can Donors Know When a Charity Is Terrorist?
May 01, 2003
How are donors to know which charities are and worthy of their largesse? How can they be sure...
The Lure of Private Placement
May 01, 2003
Over the past couple of years, there have been numerous articles and presentations at...
Wealth Creators' Dilemma: How Much to Delegate?
May 01, 2003
The very rich are different from you and me, F. Scott Fitzgerald began one of his stories. Ernest...
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