Laws, regulations and rules subtopic
| |
Articles
1-100 out of 100 article(s)
| Title |
Author |
Type |
Date |
Words |
| Estate Planning Lessons From Michael Jackson's Death. |
|
|
Oct 27, 2009 |
1305 |
| Do we really need to make a will? property posers Your legal questions answered. |
|
|
Oct 8, 2009 |
149 |
| Charitable remainder trust update: IRS keeping close watch on popular estate planning tool. |
Ransome, Justin P.; Satchit, Vinu |
|
Oct 1, 2009 |
2883 |
| The generation-skipping transfer tax: a quick guide: boil down the complexities to avoid costly errors in your clients' estate plans. |
Powell, Mark E. |
|
Oct 1, 2009 |
3906 |
| New York's New Power Of Attorney Law Effective 9/1/09: What It Means For Individuals. |
|
|
Sep 2, 2009 |
1365 |
| Significant recent developments in estate planning. |
Ransome, Justin P.; Satchit, Vinu |
|
Sep 1, 2009 |
11787 |
| Lawsuit over Y.C. Wang's overseas heritages unfolded in New Jersey. |
|
|
Aug 14, 2009 |
293 |
| Estate planning: a vital dialogue. |
Sommese, Donald E. |
|
Jul 17, 2009 |
744 |
| Estate planning while we sit, watch, and wait. |
Schulman, Michael David |
|
Jul 1, 2009 |
805 |
| Cabela's Chairman Adopts Rule 10b5-1 Trading Plan, Announces Planned Estate Planning Distributions. |
|
|
Jun 9, 2009 |
430 |
| So you left your trust at home when you moved to Florida. |
Kern, Jeffrey A.; Shore, H. Allan |
|
May 1, 2009 |
5413 |
| Trust me: practical advice for drafting Florida trusts. |
Freeman, Nancy S. |
|
May 1, 2009 |
6112 |
| Estate Planning Update. |
|
|
Feb 23, 2009 |
842 |
| Be careful making disclaimers where trusts are involved. |
Ransome, Justin P. |
|
Feb 1, 2009 |
1345 |
| On discounted partnership interests and adequate consideration. |
Hellwig, Brant J. |
|
Jan 1, 2009 |
38642 |
| 2009 Estate Plan Changes. |
Richter, Shaw |
|
Dec 22, 2008 |
1292 |
| 2008 Year-End Estate Planning Advisory. |
|
|
Dec 8, 2008 |
7185 |
| Views from a former member of a grievance committee: hot buttons for the estate planning, probate, and trust attorney. |
Griffin, Linda S. |
|
Oct 1, 2008 |
4038 |
| Asset protection planning with limited liability companies. |
Ellentuck, Albert B. |
|
Oct 1, 2008 |
2056 |
| Transfer tax reform after EGTRRA-2001: reconstruction or further deconstruction? |
Robinson, Mildred Wigfall |
|
Sep 22, 2008 |
8888 |
| FLPs revisited. |
Jennings, Bob |
|
Sep 1, 2008 |
619 |
| Not making a will is a grave mistake. |
|
|
Aug 3, 2008 |
627 |
| Not making a will is a grave mistake. |
|
|
Aug 3, 2008 |
627 |
| Not making a will is a grave mistake. |
|
|
Aug 3, 2008 |
627 |
| Not making a will is a grave mistake. |
|
|
Aug 3, 2008 |
627 |
| Not making a will is a grave mistake. |
|
|
Aug 3, 2008 |
627 |
| Not making a will is a grave mistake. |
|
|
Aug 3, 2008 |
627 |
| Attractive Estate Planning Techniques For A Low-Interest Rate And Depressed-Value Environment. |
|
|
Jun 3, 2008 |
1354 |
| The Real Cost Of Not Planning Your Estate. |
|
|
Mar 18, 2008 |
1093 |
| What every attorney needs to know about estate planning. |
Lannon, Patrick J. |
|
Nov 1, 2007 |
2295 |
| Not Made A Will? |
|
|
Oct 22, 2007 |
641 |
| Qualifying trust transfers for split-gift treatment. |
Swindle, William R. |
|
Jul 1, 2007 |
4084 |
| Blended families provide estate planning challenges. |
Godfrey, Howard |
|
Sep 1, 2006 |
392 |
| The effect of residency in international estate planning. |
Jones, Paula M. |
|
Sep 1, 2006 |
4503 |
| Significant recent developments in estate planning. |
Satchit, Vinu |
|
Sep 1, 2006 |
4548 |
| Grace Period for Restrictions on Funding Nonqualified Deferred Compensation. |
|
|
Apr 3, 2006 |
768 |
| Yes, we are mere mortals: part three. |
Taerum, Chastine M. |
|
Feb 1, 2006 |
811 |
| Estate Planning Resolution for 2006. |
|
|
Jan 30, 2006 |
1161 |
| End of Year Estate Planning and Charitable Giving Update. |
|
|
Dec 19, 2005 |
743 |
| How protected are your clients' retirement accounts after the 2005 Bankruptcy Act? |
Gans, Richard R.; Lynch, Kristen M. |
|
Nov 1, 2005 |
4428 |
| The importance of domicile in asset preservation planning. |
Wolf, Jerome L. |
|
Nov 1, 2005 |
2606 |
| Florida's new limited partnership act: provisions of interest for estate planning and asset preservation purposes. |
Sparks, Brian C. |
|
Nov 1, 2005 |
1926 |
| Partnership interest for services regs. offer estate planners a "bona fide" solution. |
Cantrell, Carol A. |
|
Oct 1, 2005 |
3013 |
| Poor on paper: an overview of the ethics and morality of Medicaid planning. |
Karp, Joseph S.; Gershbein, Sara I. |
|
Oct 1, 2005 |
3879 |
| Is Your Estate Plan in Order? |
|
|
Sep 29, 2005 |
1770 |
| Significant recent developments in estate planning: this article examines recent developments in estate and gift tax planning and compliance. It highlights legislative developments, administrative and procedural changes and significant recent cases and rulings. |
Whitlock, Brian T. |
|
Sep 1, 2005 |
3597 |
| Implied agreement triggered estate inclusion of FLP assets. |
Sherr, Eileen |
|
Aug 1, 2005 |
280 |
| Disclaimers and private foundations. |
Boffa, Alane L. |
|
Aug 1, 2005 |
863 |
| Why Estate Planning Is Still Important. |
|
|
Jul 20, 2005 |
2577 |
| Viatical settlements in Florida: new issues for estate planners. |
Ziegler, Stephen L. |
|
May 1, 2005 |
3471 |
| Slam the scams: guarding your clients against trust mills and annuity scams. |
Peebles, Jane |
|
Mar 1, 2005 |
862 |
| The Medicaid Institutionalized Care Program, the simple estate plan, and the elective share: why the qualified special needs trust was born. |
Morgan, Robert M.; Safer, Eliot J. |
|
Dec 1, 2004 |
2323 |
| Defective grantor trusts: new IRS ruling enhances estate planning. |
Josephs, Stuart R. |
|
Oct 1, 2004 |
911 |
| Rev. Ruling 2004-64 a boost for estate planning. |
|
Brief Article |
Sep 1, 2004 |
124 |
| The top five things practitioners need to know about IRAs now: a discussion of state law, case law, and other considerations. |
Lynch, Kristen M. |
|
Jul 1, 2004 |
6003 |
| Non-spouse beneficiaries of IRAs and 401(k)s. |
|
Correction Notice |
May 1, 2004 |
123 |
| Estate planning: don't overlook your business holdings as valuable assets, because your friends at the IRS certainly won't! |
Mackie, Timothy |
|
Nov 1, 2003 |
796 |
| Trust treatment: final regs issued on election to treat revocable trusts as part of estate. |
Schwartz, David P. |
|
Oct 1, 2003 |
1849 |
| Irrevocable doesn't mean inflexible. (Trust Changes). |
Goldhirsh, Joel B. |
|
May 1, 2003 |
1741 |
| Wills, trusts and estates: past to present. |
Kelley, Rohan |
|
Apr 1, 2003 |
608 |
| Wills, trusts and estates: the future. |
Pilotte, Frank T. |
|
Apr 1, 2003 |
803 |
| Tax and Wills & Estates Update. |
|
|
Dec 4, 2002 |
1140 |
| Florida homestead transfers: the advantages of short-term qualified personal residence trusts. . |
Chamberlain, Steven M. |
|
Nov 1, 2002 |
3385 |
| Tax court upholds FLP disallowance. |
Beck, Allen M. |
|
Oct 1, 2002 |
697 |
| Intestacy in the context of Estate Planning in Florida: when to apply the intestacy rules and how to avoid them. |
Litman, Donna |
|
Oct 1, 2002 |
4826 |
| Preserving the family legacy: the estate tax "repeal" doesn't eliminate the need for succession planning. |
Knight, Ray A. |
|
Mar 1, 2002 |
6030 |
| Post-EGTRRA analysis and planning (Estates, Trusts & Gifts). |
Whitlock, Brian T. |
|
Dec 1, 2001 |
5069 |
| The uncertainty of death and taxes. |
Harmelink, Philip J. |
|
Oct 1, 2001 |
3824 |
| Estate Tax Repeal And The New Tax Law: Good And Bad News. |
ROSEN, ELLEN |
Brief Article |
Jul 30, 2001 |
634 |
| Regulating donor advised funds. |
Jones, Darryll K. |
|
May 1, 2001 |
3956 |
| CRAT Attack. |
Packard, Pamela |
|
May 1, 2001 |
654 |
| ESTATE PLANNING LEGISLATION DIES. |
|
Brief Article |
Oct 1, 2000 |
114 |
| Understanding the Evolution of Conservation Easement Appraisal Through Case Law. |
Byrne, Craig L.; Minck, Michael |
|
Oct 1, 2000 |
6525 |
| Significant recent developments in estate planning. |
Whitlock, Brian T. |
|
Sep 1, 2000 |
3272 |
| Significant recent developments in estate planning. |
Bartelstein, Blackman Kallick |
|
Aug 1, 2000 |
2610 |
| Significant recent developments in estate planning. |
Vail, Daniel T. |
|
Aug 1, 1999 |
6254 |
| Significant trends in the trust law of the United States. |
Halbach, Edward C., Jr. |
|
May 1, 1999 |
10718 |
| Beware of FLP traps. |
Hollingsworth, Danny P. |
|
Apr 1, 1999 |
4664 |
| Refuting IRS challenges to the use of FLPs. |
Strobel, George L., II |
|
Jan 1, 1999 |
7715 |
| Family business consulting revisited. |
Zwick, Gary A. |
|
Jan 1, 1999 |
5276 |
| Significant recent developments in estate planning. |
Zysik, Jeff |
|
Aug 1, 1998 |
5081 |
| Multiple representation in estate planning: beyond Advisory Opinion 95-4. |
Russell, Hollis F. |
|
Apr 1, 1998 |
5981 |
| Joint representation of spouses in estate planning: the saga of Advisory Opinion 95-4. |
Russell, Hollis F.; Bicks, Peter A. |
|
Mar 1, 1998 |
11104 |
| Tax and estate planning for IRAs after TRA '97. |
Bleck, Michael A. |
|
Feb 1, 1998 |
2187 |
| Diverse planning opportunities available under the TRA '97. |
Sherr, Eileen Reichenberg |
|
Feb 1, 1998 |
5188 |
| Estate planning for families with small estates. |
Varnet, Theresa |
|
Feb 1, 1998 |
622 |
| Medicaid estate planning: still not resolved. |
Donner, Terry A. |
Cover Story |
Nov 1, 1997 |
1863 |
| IRS assaults on FLPs. |
Wright, Jeffrey M. |
|
Nov 1, 1997 |
480 |
| Planning implications of the TRA '97's increase in the unified credit. |
Arnell, Nathan E. |
|
Nov 1, 1997 |
3420 |
| Significant recent developments in estate planning. |
Zysik, Jeffrey C. |
|
Aug 1, 1997 |
8411 |
| Change in Medicaid criminalizes asset transfers. |
Brienza, Julie |
|
Jan 1, 1997 |
678 |
| Stock option plan amendment not material for sec. 162(m). |
Cumberland, Brian |
|
Jun 1, 1996 |
668 |
| Annual exclusion gifts require special care when using Crummey powers. |
Rhine, David S. |
Brief Article |
May 1, 1996 |
265 |
| Significant recent developments in estate planning. |
Carlson, David K. |
|
Dec 1, 1994 |
10277 |
| Significant recent developments in estate planning. |
Carlson, David K. |
|
Oct 1, 1994 |
12245 |
| Evolution of the estate freeze. |
Switzer, Ralph, V.; Chestnut, Douglas E. |
|
Jan 1, 1994 |
8635 |
| Significant recent developments in estate planning. |
Nager, Ross W. |
|
Dec 1, 1992 |
11095 |
| Recent rulings illustrate use of joint tenancy disclaimers in postmortem estate planning. |
Henderson, Tracie K. |
|
Jun 1, 1992 |
1483 |
| Estate planning for S shareholders: maintaining qualification after death in common estate planning situations. |
Yurkovic, Denis L. |
|
Jun 1, 1992 |
2560 |
| Cases and rulings on the marital deduction, and miscellaneous estate and trust issues. |
Nager, Ross W. |
|
Nov 1, 1991 |
8174 |
|
