Trusts & Estates Articles

Trusts & Estates Magazine: Risk Assessment: Do It At The Outset of All Estate Planning

Financial professionals do it. Insurance professionals do it. Actuaries certainly do it. Yet we, as tax and estate planning professionals, all too often recommend techniques and strategies without doing ...

April 22, 2010

Trusts & Estates Magazine: It’s Personal

The important role Trusts & Estates attorneys have as family counselors is the topic of this New York Law Journal article.

April 10, 2009

New York Law Journal: True Counselor

The important role Trusts & Estates attorneys have as family counselors is the topic of this New York Law Journal article.

January 26, 2009

The Importance of International Tax and Estate Planning

The current global economic environment demands that legal, accounting and financial professionals be well versed in international tax and estate planning. Sound planning and creative ...

July 21, 2006

Trusts & Estates Magazine: Know the Differences – Why All Charitable Contribution Deductions Are Not Equal

Many tax and estate planing professionals are aware of the basic tax rules governing dedications for charitable contributions. They know the general distinctions ...

May 19, 2006

Practical Tax Strategies: Use Disclaimers to Add Flexibility and Hindsight to Estate Plans

The disclaimer can be a helpful tax and estate planning tool if used correctly. Often, the disclaimer is employed as a postmortem remedial device to ...

June 21, 2005