A New Tax Code? Sep 26, 2017 An analysis of the various scenarios and how they could affect charitable giving. Diversifying Charitable Remainder Trust Investments Sep 26, 2017 Who cares? Donors, advisors, trust drafters, trustees, beneficiaries and state attorneys general. What a Wonderful World Sep 26, 2017 Charitable bequests of Louis Armstrong, James Brown and Ray Charles. The Use of Disclaimers in Charitable Gift Planning Sep 26, 2017 They can be central factors, but it’s important to know the requirements and consequences. Tips From the Pros: Are Incentive Trusts Gaining Popularity? Sep 26, 2017 Al W. King III describes how philanthropic goals and family desires can be accomplished with properly structured modern directed incentive trusts. Tax Law Update: October 2017 Sep 26, 2017 David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month. On the Cover: October 2017 Sep 26, 2017 Associate legal editor Anna Sulkin discusses this month's cover. Note From The Editor: October 2017 Sep 26, 2017 Editor in Chief Susan R. Lipp discusses this month's issue. How Tax Reform Could Squeeze the Middle Class, in Five Scenarios Sep 26, 2017 What the debate in Washington means for your clients' money—and their retirement. FINRA Fines Morgan Stanley $13 Million Sep 26, 2017 Morgan Stanley fined for failing to supervise sales of UITs, Penn University wins dismissal of retirement plan lawsuit and Focus financial helps member firms merge. Load More first previous … 828 829 830 831 832 833 834 835 836 … next last Load More
Diversifying Charitable Remainder Trust Investments Sep 26, 2017 Who cares? Donors, advisors, trust drafters, trustees, beneficiaries and state attorneys general. What a Wonderful World Sep 26, 2017 Charitable bequests of Louis Armstrong, James Brown and Ray Charles. The Use of Disclaimers in Charitable Gift Planning Sep 26, 2017 They can be central factors, but it’s important to know the requirements and consequences. Tips From the Pros: Are Incentive Trusts Gaining Popularity? Sep 26, 2017 Al W. King III describes how philanthropic goals and family desires can be accomplished with properly structured modern directed incentive trusts. Tax Law Update: October 2017 Sep 26, 2017 David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month. On the Cover: October 2017 Sep 26, 2017 Associate legal editor Anna Sulkin discusses this month's cover. Note From The Editor: October 2017 Sep 26, 2017 Editor in Chief Susan R. Lipp discusses this month's issue. How Tax Reform Could Squeeze the Middle Class, in Five Scenarios Sep 26, 2017 What the debate in Washington means for your clients' money—and their retirement. FINRA Fines Morgan Stanley $13 Million Sep 26, 2017 Morgan Stanley fined for failing to supervise sales of UITs, Penn University wins dismissal of retirement plan lawsuit and Focus financial helps member firms merge. Load More first previous … 828 829 830 831 832 833 834 835 836 … next last Load More
What a Wonderful World Sep 26, 2017 Charitable bequests of Louis Armstrong, James Brown and Ray Charles. The Use of Disclaimers in Charitable Gift Planning Sep 26, 2017 They can be central factors, but it’s important to know the requirements and consequences. Tips From the Pros: Are Incentive Trusts Gaining Popularity? Sep 26, 2017 Al W. King III describes how philanthropic goals and family desires can be accomplished with properly structured modern directed incentive trusts. Tax Law Update: October 2017 Sep 26, 2017 David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month. On the Cover: October 2017 Sep 26, 2017 Associate legal editor Anna Sulkin discusses this month's cover. Note From The Editor: October 2017 Sep 26, 2017 Editor in Chief Susan R. Lipp discusses this month's issue. How Tax Reform Could Squeeze the Middle Class, in Five Scenarios Sep 26, 2017 What the debate in Washington means for your clients' money—and their retirement. FINRA Fines Morgan Stanley $13 Million Sep 26, 2017 Morgan Stanley fined for failing to supervise sales of UITs, Penn University wins dismissal of retirement plan lawsuit and Focus financial helps member firms merge. Load More first previous … 828 829 830 831 832 833 834 835 836 … next last Load More
The Use of Disclaimers in Charitable Gift Planning Sep 26, 2017 They can be central factors, but it’s important to know the requirements and consequences. Tips From the Pros: Are Incentive Trusts Gaining Popularity? Sep 26, 2017 Al W. King III describes how philanthropic goals and family desires can be accomplished with properly structured modern directed incentive trusts. Tax Law Update: October 2017 Sep 26, 2017 David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month. On the Cover: October 2017 Sep 26, 2017 Associate legal editor Anna Sulkin discusses this month's cover. Note From The Editor: October 2017 Sep 26, 2017 Editor in Chief Susan R. Lipp discusses this month's issue. How Tax Reform Could Squeeze the Middle Class, in Five Scenarios Sep 26, 2017 What the debate in Washington means for your clients' money—and their retirement. FINRA Fines Morgan Stanley $13 Million Sep 26, 2017 Morgan Stanley fined for failing to supervise sales of UITs, Penn University wins dismissal of retirement plan lawsuit and Focus financial helps member firms merge. Load More first previous … 828 829 830 831 832 833 834 835 836 … next last Load More
Tips From the Pros: Are Incentive Trusts Gaining Popularity? Sep 26, 2017 Al W. King III describes how philanthropic goals and family desires can be accomplished with properly structured modern directed incentive trusts. Tax Law Update: October 2017 Sep 26, 2017 David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month. On the Cover: October 2017 Sep 26, 2017 Associate legal editor Anna Sulkin discusses this month's cover. Note From The Editor: October 2017 Sep 26, 2017 Editor in Chief Susan R. Lipp discusses this month's issue. How Tax Reform Could Squeeze the Middle Class, in Five Scenarios Sep 26, 2017 What the debate in Washington means for your clients' money—and their retirement. FINRA Fines Morgan Stanley $13 Million Sep 26, 2017 Morgan Stanley fined for failing to supervise sales of UITs, Penn University wins dismissal of retirement plan lawsuit and Focus financial helps member firms merge. Load More first previous … 828 829 830 831 832 833 834 835 836 … next last Load More
Tax Law Update: October 2017 Sep 26, 2017 David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month. On the Cover: October 2017 Sep 26, 2017 Associate legal editor Anna Sulkin discusses this month's cover. Note From The Editor: October 2017 Sep 26, 2017 Editor in Chief Susan R. Lipp discusses this month's issue. How Tax Reform Could Squeeze the Middle Class, in Five Scenarios Sep 26, 2017 What the debate in Washington means for your clients' money—and their retirement. FINRA Fines Morgan Stanley $13 Million Sep 26, 2017 Morgan Stanley fined for failing to supervise sales of UITs, Penn University wins dismissal of retirement plan lawsuit and Focus financial helps member firms merge. Load More first previous … 828 829 830 831 832 833 834 835 836 … next last Load More
On the Cover: October 2017 Sep 26, 2017 Associate legal editor Anna Sulkin discusses this month's cover. Note From The Editor: October 2017 Sep 26, 2017 Editor in Chief Susan R. Lipp discusses this month's issue. How Tax Reform Could Squeeze the Middle Class, in Five Scenarios Sep 26, 2017 What the debate in Washington means for your clients' money—and their retirement. FINRA Fines Morgan Stanley $13 Million Sep 26, 2017 Morgan Stanley fined for failing to supervise sales of UITs, Penn University wins dismissal of retirement plan lawsuit and Focus financial helps member firms merge. Load More first previous … 828 829 830 831 832 833 834 835 836 … next last Load More
Note From The Editor: October 2017 Sep 26, 2017 Editor in Chief Susan R. Lipp discusses this month's issue. How Tax Reform Could Squeeze the Middle Class, in Five Scenarios Sep 26, 2017 What the debate in Washington means for your clients' money—and their retirement. FINRA Fines Morgan Stanley $13 Million Sep 26, 2017 Morgan Stanley fined for failing to supervise sales of UITs, Penn University wins dismissal of retirement plan lawsuit and Focus financial helps member firms merge. Load More first previous … 828 829 830 831 832 833 834 835 836 … next last Load More
How Tax Reform Could Squeeze the Middle Class, in Five Scenarios Sep 26, 2017 What the debate in Washington means for your clients' money—and their retirement. FINRA Fines Morgan Stanley $13 Million Sep 26, 2017 Morgan Stanley fined for failing to supervise sales of UITs, Penn University wins dismissal of retirement plan lawsuit and Focus financial helps member firms merge. Load More first previous … 828 829 830 831 832 833 834 835 836 … next last Load More
FINRA Fines Morgan Stanley $13 Million Sep 26, 2017 Morgan Stanley fined for failing to supervise sales of UITs, Penn University wins dismissal of retirement plan lawsuit and Focus financial helps member firms merge. Load More first previous … 828 829 830 831 832 833 834 835 836 … next last Load More