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  • Feb. 20, 2013
    Article
    Trusts & Estates

    Charitable Deduction Denied  

    In Evenchik v. Commissioner, T.C. Memo. 2013-34 (Feb. 4, 2013), the taxpayers donated approximately 72 percent of their shares in a corporation called Chateau Apartments, Inc., to a non-profit housing organization. The issue addressed in the case was whether the taxpayers submitted a qualified appraisal for the charitable deduction carryforward claimed on their 2006 return....More
  • Feb. 14, 2013
    Article
    Trusts & Estates

    Defining the Estate: Why Do You Ask?  

    The “estate” is central to our professions. We plan estates, we administer estates and we even call ourselves trusts and estates practitioners. But what’s this thing called the estate? How does its definition impact advice to clients and their understanding of their assets and how they pass?...More
  • Feb. 12, 2013
    Article
    Trusts & Estates

    Two Courts in Search of a Remedy  

     ...More
  • Jan. 29, 2013
    Article
    Trusts & Estates

    Industry Insights with Jeremy Kisner  

    The effect of permanent portability on estate planning....More
  • Jan. 17, 2013
    Article
    Trusts & Estates

    Next Generation Donors  

     ...More
  • Jan. 7, 2013
    Article
    Trusts & Estates

    Overview of the Philanthropic Impact of the "American Taxpayer Relief Act of 2012"

    On January 1, 2013, Congress enacted the American Taxpayer Relief Act of 2012 (ATRA).  While this legislation will have broad impact on the nation as a whole, in the this paper we take a first look at the aspect of the law that will impact philanthropic funding of America's nonprofit community. ...More
  • Dec. 19, 2012
    Datasheet
    Trusts & Estates

    Discounts for Partnership and LLC Interests  

    Edward D. Brown discusses the discounting strategies that are still available for FLP interests...More
  • Nov. 30, 2012
    Article
    Trusts & Estates

    Adding “Above the Line” Conversations to Your Advising  

    While we’re trained to focus on tax planning, succession and fiscal longevity, many clients are significantly, if not more, interested in their philanthropic legacy...More
  • Nov. 30, 2012
    Article
    Trusts & Estates

    Election 2012: Déjà Vu All Over Again

    The election is over. Now what? The general elections are behind us, billions of dollars have been spent by all parties, and the outcome is that all the pieces on the chessboard remain roughly the same. President Barack Obama retains the White House, Republicans hold the House, and Democrats continue to control the Senate. Despite several new faces and a minor shift in the...More
  • Nov. 29, 2012
    Article
    Trusts & Estates

    An "Accidental Felony" - The Gift That Nobody Wants  

    Dennis Brislawn outlines the concept of "Gun Trusts" and the possible consequences of being unfamiliar with them...More
  • Nov. 27, 2012
    Article
    Trusts & Estates

    Industry Insights with Joe Heider  

    Estate planning concerns of medical professionals...More
  • Nov. 20, 2012
    Article
    Trusts & Estates

    Reactive Versus Proactive Philanthropy  

    As we approach the peak of charitable giving season, you have the opportunity as an advisor to initiate and guide your client’s philanthropic decision making. Clients may take a reactive approach to philanthropy, making donations in response to events, including annual appeals and natural disasters like Hurricane Sandy....More
  • Nov. 14, 2012
    Video
    Trusts & Estates

    Interview with Hartley Goldstone

    Real-life stories show when the trustee/beneficiary relationship works well....More
  • Nov. 1, 2012
    Article
    Trusts & Estates

    Rush University Case  

    A recent Illinois case that ruled unfavorably on the use of self-settled trusts, Rush Univ. Med. Center v. Sessions, ____ N.E. 2d ____, 2012 IL 112906, 2012 WL 4127261 (Ill, Sept. 20, 2012) (Rush  U), has raised eyebrows from some advisors and drawn yawns from others.  Some advisors have concluded that the use of a domestic self settled trust (DAPT) for residents of non-DAPT jurisdictions isn’t viable....More
  • Oct. 23, 2012
    Article
    Trusts & Estates

    How Wealth Managers Are Winning Business with the Ultra-Wealthy  

    Download this whitepaper to learn how leading wealth managers are effectively winning business with ultra high net worth investors, featuring an in-depth interview with David Friedman, President of Wealth-X, a provider of detailed intelligence on UHNW individuals around the world. You'll learn how to:...More
  • Oct. 18, 2012
    Article
    Trusts & Estates

    Nine Beneficiaries Make Out Well  

     ...More
  • Oct. 11, 2012
    Article
    Trusts & Estates

    Anna Nicole Smith, Libertarianism and the Estate Tax  

      The Ghost of Anna Nicole Smith visited me to discuss a unique tax saving opportunity, which is set to expire at the end of this year. Seriously. You may remember Anna Nicole, the Playmate who parlayed her Playboy fame into a modern tragic-comedy of sorts–if I may say that without offending.  But, to get to the point of my recent “discussion” with Ms. Smith, I borrow from her entry in Wikipedia:...More
  • Oct. 8, 2012
    Article
    Trusts & Estates

    The Family Bank  

    Miles C. Padgett describes why your clients should consider creating a family bank in 2012...More
  • Oct. 5, 2012
    Article
    Trusts & Estates

    Why bad decisions happen to good people  

    ...More
  • Oct. 3, 2012
    Article
    Trusts & Estates

    Conversations with Multigenerational Clients  

    Sharna Goldseker discusses how knowing the events and conditions family members have lived through can improve communication and understanding among them...More
  • Oct. 1, 2012
    Article
    Trusts & Estates

    Planning with Real Estate  

    The gift tax exemption drops from $5.12 million to $1 million per person if current tax cuts are allowed to expire at the end of 2012. For your family or your favorite charity, now is the time to take advantage of these tax benefits without hurting your liquidity. Think: gifting real estate. Just be aware of all the many considerations in passing on a piece of property—the right structure, the terms, the tax benefits and who should pay for the broken china.  ...More
  • Oct. 1, 2012
    Article
    Trusts & Estates

    Selecting a Custodian: A Daunting Task!  

    Institutional investors are known as the “Buy-side” within the financial services industry. This is due to their need for investment assets, though they also sell investment assets. Types of institutional investors in the Buy-side category include: Asset Managers, Bank Trust Offices, Endowments, Family Offices, Foundations, High Net Worth Investors, Insurance Companies and Investment Advisors.  ...More
  • Oct. 1, 2012
    Article
    Trusts & Estates

    The Case for the 20,000 Dow  

    Individual and institutional investors alike have been shifting their capital from stocks to cash and bonds at a rapid rate in recent years, despite extraordinarily low interest rates. We think that 10 years from now, investors will wish they had stayed in stocks—or added to them.  ...More
  • Sep. 28, 2012
    Article
    Trusts & Estates

    IRS Victorious Over Claims Made by Special Needs Trustee  

    Legal Editor Dawn S. Markowitz discusses the recent decision in Family Trust of Massachusetts, Inc. v. United States....More
  • Sep. 20, 2012
    Video
    Trusts & Estates

    Industry Insights with Mike Piershale

    Mike Piershale discusses the rules for IRA beneficiaries....More
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This flawless, 101.7-carat, pear-shaped diamond—one of the world’s largest —will go up for auction at Christie’s “Magnificent Jewels” sale in Geneva on May 15, 2013. How much will it sell for? Choose the correct answer and registered site users will be eligible to win a one-year subscription to Christie's Geneva Jewelry sales catalogue, courtesy of Christie's. 

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Financial Planning: Best information sources and research tools?

I am new in financial planning and am approaching the profession with several years experience working in personal trusts and have just completed a financial planning course. I am considering going out on my own and am trying to get some tips and ideas as to the best ways to stay informed and to provide clients with the best expertise and skill set possible. Does anyone have preferences and/or advice as to the best ways to stay current and in compliance with legal, tax and market changes?...More
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Most Recent Blogs & Columns
May 21, 2013
Commentary
REP.

Advisors Get Ready to Ride the Social Sharing Wave

Moore’s Law is a mathematical principle devised in the 1960’s that states the number of transistors on integrated circuit boards doubles every 18 months – meaning the processing power grows exponentially. This simple principle has held true for the computer hardware industry over the past fifty years!...More
May 21, 2013
blog

FINRA Won't Drop BrokerCheck Link Rule

Advisors who hate the idea of linking to BrokerCheck on their websites are not out of the woods. Despite pulling its proposal last month, FINRA staff say the proposal is not dead....More

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