Trusts & Estates Articles

Trusts & Estates Magazine: The Quarterback Dilemma

Estate plans originate in  a number of ways, but in every one, early on in the process, the client interacts with at least one "estate
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New York Law Journal: Reckoning With New York’s Marital Right of Election

Throughout history, many cultures have imposed restrictions on the right of an individual to freely bequeath assets. The historical basis of forced heirship was to
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Trusts & Estates Magazine: The State of Estate Planning

On Dec. 17. 17, 2010, President Obama signed into law the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (the Act).  The
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Steve Leimberg’s Estate Planning Newsletter: The Beneficiary’s Defective Inheritor’s Trust: Is It Really Defective?

Over the last few years, there have been several articles written, as well as the issuance of Private Letter Rulings, regarding the potential benefits and
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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
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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.
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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.
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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
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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

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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
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