Douglas Moore

Douglas
Moore
Managing Director and Senior Financial Planner,
U.S. Trust, Bank of America Private Wealth Management

Douglas Moore has been a managing director and the senior planner in the U.S. Trust Family Office Group (specializing in estate and charitable planning) since 2008.  He regularly meets with families and their advisors to design and implement estate, charitable and trust plans.
 
Doug has been a trusts and estates attorney for more than 32 years.  Before joining U.S. Trust, he was a managing director and the head of estate and charitable planning at The Citigroup Private Bank for five years and Citi Trust for over one year.  Also, he was Senior Counsel of the Estate and Trust Services Group at Smith Barney for over five years.  Before joining Smith Barney in 1996, Doug practiced law in Manhattan for over 16 years as a trusts and estates attorney and was involved in all aspects of estate planning and estate and trust administration.
 
Doug has written over fifty-five articles on estate and charitable planning, investments for trusts and private foundations, fiduciary responsibility, real estate and life insurance.  These articles have been published in Trusts & Estates, Estate Planning, Taxation of Exempts, Practical Tax Strategies and BNA Tax Management.  He also serves as a co-chairperson of the Estate Planning and Taxation Committee on the advisory editorial board of Trusts & Estates magazine.  He has lectured before various professional groups (including bar associations)on estate and charitable planning.

Articles
Review of Reviews: “Trust Term Extension,” Fla. L. Rev. (2014 forthcoming)
Douglas Moore reviews an upcoming law journal article
Trustee’s Choice
Douglas Moore & Kirt D. DeHaan offer some advice for trustees caught in the middle
Investment Benchmarks
Douglas Moore, Daniel G. Couture & Michael A. Wilhelm discuss when you should (and shouldn't) rely on these figures
Review of Reviews: The Unethical Administration of Bob Marley's Estate
Douglas Moore reviews Professor McKen V. Carrington and Mr. Christopher Ogolla's article "Fame, Family Feuds, Lack of Estate Planning, and Ethical Misconduct in the Administration of the Billion-Dollar Legacy of Bob Marley"
Overcoming Fixed Income Investments Challenges
Douglas Moore and Robert Speer suggest that fixed income specialists, and the trustees they advise, should consider balancing certain factors when monitoring existing holdings
Volatility - An Impediment for Trustees
Global geopolitical concerns have contributed to an unstable economy and increasingly volatile markets. Excessive volatility adds even more complexity
Avoid Erroneous Assumptions: Ask First, Draft Later
The best plans and intentions can be led astray by misconceptions based on erroneous assumptions, especially with philanthropic succession planning. Often,
Charitable Remainder Trusts Revisited
Many charitably inclined clients abstained from making significant outright donations to charity or creating or funding charitable remainder trusts (CRTs)
New Rates, New Exemptions, New Gifting Opportunities
On Dec. 17, 2010, President Obama signed into law the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (the Act). Among
Tax Law Changes To Plan For In 2011 and 2012
Now’s the time to begin discussing new planning strategies with your clients.
Overview of Key Tax Law Changes
Now’s the time to begin discussing new planning strategies with your clients
Committing to Creating and Maintaining a Private Foundation
Choosing among various charitable-giving options can be a challenging proposition for your clients. The most common options are creating a private foundation
Situs Shopping
Perhaps one of the most noticeable developments I'm seeing in the last couple of years is clients and their advisors paying increasing attention to situs
Which Should You Choose?
A charitable lead annuity trust (CLAT) using a low Internal Revenue Code Section 7520 rate can be more transfer-tax effective than a charitable lead unitrust
Now Is the Time To Consider A Charitable Lead Trust
Traditionally, charitable lead trusts (CLTs) were the province of the ultra wealthy, people with $25 million or more. That's because, typically, a client
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