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Articles 1-48 out of 48 article(s) Title Author Type Date Words Life insurance, estate planning, and the 'red truck theory': split-dollar arrangements for younger clients can provide a death benefit or retirement income. Smucker, David K. Oct 1, 2009 1471 Attractive Estate Planning Techniques For A Low-Interest Rate And Depressed-Value Environment. Jun 19, 2008 1246 The Real Cost Of Not Planning Your Estate. Mar 18, 2008 1093 Exit gracefully: follow these safeguards to make sure wealth is transferred to the next generation. Korn, Donald Jay Jun 1, 2006 2562 Yes, we are mere mortals: Part two. Taerum, Chastine M. Dec 1, 2005 987 Yes, we are mere mortals. Taerum, Chastine M. Jun 1, 2005 1534 Significant recent developments in estate planning. Whitlock, Brian T. Sep 1, 2004 3677 How to overcome your estate planning blues: "it takes time, costs money, raises difficult family issues, and revolves around something most of us do not want to think about--death.". Yeske, David Jul 1, 2004 2273 Significant recent developments in estate planning. Whitlock, Brian T. Sep 1, 2003 4893 The revocable, irrevocable life insurance trust. . Packard, Pamela May 1, 2003 901 Post-death confidentiality of estate planning communications between attorney and client. Spivey, Barry F. Apr 1, 2003 4804 Qualified decedents' estate tax. Laffie, Lesli S. Feb 1, 2003 445 Planning in turbulent times: IDITs. Lewis, Alev T. Jan 1, 2003 1731 Intentionally defective irrevocable trusts; estate planning for insecure times. Laffie, Lesli S. Jan 1, 2003 555 Charging related private foundation for services was not act of self-dealing. Kautter, David J. Jan 1, 2003 556 FLPs as estate planning tools. Medoff, Donna Dec 1, 2002 581 CRTs--using a trust beneficiary. Spillman, Jennifer S. Nov 1, 2002 552 Post-EGTRRA life insurance planning: the Economic Growth and Tax Relief Reconciliation Act of 2001 promises repeal of the estate tax in 2010, but will it ever come to pass? Mintz, Jonathan A. Aug 1, 2002 3734 Marriage, minimum distributions, and mayhem: a discussion of IRAs under Florida's new elective share statute. Lynch, Kristen M. Jun 1, 2002 4007 Right to be free of estate tax liability may be disclaimed. Lerman, Jerry L. Apr 1, 2002 1071 Proper IRD planning can preserve family wealth. Streer, Paul J. Apr 1, 2002 3678 The Economic Growth and Tax Relief Reconciliation Act of 2001: estate, gift, and generation-skipping Transfer Tax Law changes: practitioners should review their clients' estate plans and consider modifying existing documents to provide additional flexibility in this uncertain time. Pratt, David; Bucher, Elaine M. Jan 1, 2002 5597 Gift may create income or gain to donor: think a gift results in no income or gain to the donor? Gifts of encumbered property, installment notes and certain stock options and net gifts may trigger donor income or capital gain. Stewart, Dave N. Jan 1, 2002 4199 Income tax consequences of certain gift transactions: some transfers may result in income or gain to the donor. Fiore, Nicholas J. Jan 1, 2002 606 Estate Planning Can Bring Peace of Mind. Sep 22, 2001 1694 Significant recent developments in estate planning. McNamara, Jill Aug 1, 2001 2117 Home sale exclusion limited. Lynch, Michael Jun 1, 2001 634 Family limited partnerships funded with personal use property. Crayne, Ryan K. Apr 1, 2001 995 Passing the family residence to one's spouse or children after death: Should transfer be directly or in trust? Lerman, Jerry L. Apr 1, 2001 922 Making principal invasions under Florida law when an interested party is serving as trustee. Miner, Jeffrey R.; Tiernan, Peter B. Mar 1, 2001 4080 Estate planning strategies. Fiore, Nicholas J. Feb 1, 2001 649 Top 10 estates planning strategies. Capassakis, Evelyn M. Feb 1, 2001 9152 Top 10 estate planning strategies. Capassakis, Evelyn M. Jan 1, 2001 7599 CRT investment diversification and risk-taking strategies. White, Craig G. Jan 1, 2001 5898 Validly formed FLP was recognized for estate tax purposes. Fiore, Nicholas J. Jan 1, 2001 858 Generation-skipping transfer tax: its bite is worse than its bark! Pratt, David A.; Bucher, Elaine M. Oct 1, 2000 5075 Facing a Hobson's Choice. Dondershine, Scott A. Sep 1, 2000 3654 LIFE AND DEATH ESTATE CHECKLIST, PART I. DAY, DANIEL M. Brief Article Feb 1, 2000 383 Estate Planning Can Provide Financial Benefits as Well as Peace of Mind. BROWNING, SCOTT Statistical Data Included Oct 25, 1999 1106 Estate planning with S corporations after 1997 using GRITS, GRATS and GRUTS. Auster, Rolf; Tyler, Michael L.; Cramer, Lowell Jan 1, 1998 3272 Transferring the personal residences of elderly taxpayers. Fiore, Nicholas Dec 1, 1995 706 Transferring the personal residence: income and transfer tax planning issues for the older client. Belkin, Eileen W. Dec 1, 1995 1104 Buy-sell agreements and estate planning. Fiore, Nicholas Oct 1, 1995 745 Trusts and estates - year-end planning. Nager, Ross W. Nov 1, 1994 810 Irrevocable life insurance trusts. Benesh, Bruce K. Jul 1, 1994 8145 Charitable remainder and wealth replacement trusts: too good to be true? Francis, Barton C. Apr 1, 1992 1676 Where there's a will, is there really a way? Schwartz, Marlyn A. column Jun 1, 1990 1338 Estate planning for S corporation shareholders. Lochrary, Paul J. Jun 1, 1990 1909