Articles Articles

Steve Leimberg’s Estate Planning Newsletter: A Practitioner’s Risk Assessment Checklist

“Without gauging risk factors at the outset of our plans, including the client’s willingness and ability to administer an estate plan, it’s impossible to advise a client ...
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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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Practical Tax Strategies: Numerous Pension Act Changes Affect Charitable and Estate Planning

Charitable organizations and their donors need to cope with a variety of provisions in the Pension Protection Act and a few changes can ...

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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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Taxation of Exempts: The New Age of Corporate Governance for Non-Profit Organizations

With the abundance of corporate governance scandals and abuses in recent years, and the remedial measures and penalties imposed by the legislature and ...

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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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Estate Planning Journal: Proposed Revisions to the Uniform Management of Institutional Funds Act

Specialists in the charitable planning and nonprofit fields should be aware that proposed revisions to UMIFA, which are expected to be enacted in ...

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Estate Planning Journal: Duties and Liabilities of Nonprofit Directors and Officers

Recent developments have increased the duties and obligations of nonprofit corporation boards of directors and officers and may have increased their liabilities as ...

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