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
Overcoming The Generation Gap On Estate Planning
By Warren S. HerschParents are readier to talk about inheritances than boomers thinkDefying a long-held taboo, parents in their 70s are far more likely to be comfortable ...
September 18, 2005
The Web Vs. The Real World: Who Do You Trust?There are some questions in life that just shouldn't be asked, and if someone does ask them, should be ignored or answered with great trepidation--at ...
September 01, 2005
The Foreign Trust Tax SolutionThe topic of foreign trusts conjures up alluring images of secret bank accounts in exotic locations far from the prying eyes of the Internal Revenue...
August 25, 2005
Looking Beyond Repeal (Or Reform) Of The Estate TaSan FranciscoWhether or not permanent repeal of the estate tax becomes reality, the use of trusts for estate planning purposes will still enjoy broad ...
August 24, 2005
Looking Beyond Repeal (Or Reform) Of The Estate TaSan FranciscoWhether or not permanent repeal of the estate tax becomes reality, the use of trusts for estate planning purposes will still enjoy broad ...
August 10, 2005
Looking Beyond Repeal (Or Reform)Note: Go week: L33limra_GSVI_wh Go photo: TBA Go graphic: pull quote File: L33limra_GSVI_wh.xml Lines: 161San FranciscoWhether or not permanent repeal of the estate tax ...
July 20, 2005
Polling Firm Unveils Prospect Screening ToolYankelovich Inc. has introduced a scoring tool that can help insurers identify good prospects in its database of consumers names.[@@]Yankelovich, Chapel Hill, N.C., says ...
July 01, 2005
At Your ServiceIf Jonathan Blattmachr had his way, there would be plenty more trusts in this country. That's not just because Blattmachr, an attorney with Millbank Tweed...