David Thayne Leibell

Thayne Leibell
Senior Wealth Strategist,

David Thayne Leibell is Senior Wealth Strategist at UBS, a global firm with 150-year heritage. David has given several hundred lectures and webinars to lawyer and nonlawyer audiences throughout the United States and has authored over one hundred articles on charitable, estate and tax planning. He also has been quoted in numerous publications, including The New York Times, Business Week, Investment News, and Bloomberg Wealth Manager and has appeared on CNBC's "Closing Bell with Maria Bartiromo." 

Succession Planning 
Leo Tolstoy begins Anna Karenina with the line: Happy families are all alike; every unhappy family is unhappy in its own way. Much the same can be said
Despite Some Bumps, Firms Have Survived and Even Prospered 
PricewaterhouseCoopers LLP (PWC) has released its second global family business survey in November 2010, Kin in the Game, available online at www.pwc.com.
Small Charity Tax Filing Rules Simplified
IRS expands use of simpler e-Postcard (Form 990-N) for annual information filings
Business Succession as an Evolutionary Process 
Most family business succession studies focus narrowly on the succession event itself or on some of the changes in leadership and performance that occur
High-Net-Worth Charitable Giving Declines in 2009
Donations by wealthy households dropped 7.6 percent from 2007 to 2009, study reports
McKinsey Report Identifies Five Attributes for Success 
Family businesses are the backbone of the American economy. In fact, 90 percent of the approximately 15 million businesses in the United States are considered
Regulating Charitable Endowments
New York becomes the 47th state to adopt new uniform law for managing, investing and spending charitable endowments
A Practical Guide to Venture Philanthropy 
Bill and Melinda Gates do it. Bill Clinton does it. Bono does it. And thanks to the Internet, the Average Joe can do it. What is it, you ask? It's the
Fate of Famed Art Collection Unresolved 
Tennessee Chancery Court temporarily blocks the sale by financially strapped college of a 50 percent interest to a Walmart heiress’ new museum
The Future of Philanthropy 
New report stresses that those donors, private foundations and community foundations engaging in philanthropy must “act bigger” and “adapt better” in the future
A Second Golden Age of American Philanthropy?
Warren Buffett and Bill and Melinda Gates ask the members of the Forbes 400 to each pledge more than half of their wealth to charity
Turning Pennies Into Dollars For Charities 
I am a bit of a spiritual seeker. Last summer, in search of the meaning of life, I trekked up one of the highest peaks in the Himalayas to seek the answer
Record Drop in Foundation Giving in 2009
Survey shows that the worst recession since the Great Depression causes foundation giving to drop an unprecedented 8.4 percent in 2009
What's Holding the Wealthy Back? 
In March 2010, Barclays Wealth, the wealth management division of Barclays Bank PLC, published the results of its survey, Philanthropy: Barriers to Giving
Build a Better Endowment
Solid university endowments can survive economic storms
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