Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
Estate Planning For The 'Non-Traditional' Couple
By Warren S. HerschSame-sex couples do not enjoy the rights afforded to heterosexual counterparts under federal law, but strategies are available to help them achieve their estate planning ...
April 01, 2008
Get ProtectedThe estate and gift tax reduction benefits of a qualified personal residence trust (QPRT) are widely understood. But an often overlooked QPRT benefit is the...
April 01, 2008
A Test of TrustIt seems that each passing day brings more bad economic news: a softening job market; weak retail sales; deepening bank troubles; record foreclosures; a shaky...
March 30, 2008
Tips On Creating Successful Estate Planning SeminarsWhen you hear really successful people talk about their success "in the seminar business," they seldom share the fact that seminar selling has changed. Before ...
March 30, 2008
Tips On Creating Successful Estate Planning SeminarsWhen you hear really successful people talk about their success "in the seminar business," they seldom share the fact that seminar selling has changed. Before ...
March 01, 2008
Your Role: Get a Good T&E AttorneyThe role of the investment advisor is to assemble the team that will help your client sell his business. The quarterback is the investment banker,...
March 01, 2008
InheritanceMax Asnas, the colorful founder of New York City's Stage Delicatessen, also famous as "The Corned Beef Confucius," philosophized: "Money is something you got to make...
February 17, 2008
Locating Your Clients On The Estate Planning HierarchyClients and potential clients are often deterred from doing estate planning by a perception that the process is complicated and involved. The complexity of a ...