Articles 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 ...
Read More →

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 ...
Read More →

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 ...
Read More →

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 ...
Read More →

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 ...
Read More →

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 ...
Read More →

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.
Read More →

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.
Read More →

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 ...

Read More →

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 ...
Read More →