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Trusts & Estates December 2012

Browse articles from the December 2012 issue of Trusts & Estates.

Briefing

Features

  • Dec. 11, 2012
    Article
    Trusts & Estates

    Coordinating Risk Management  

    Don Kozusko & Miles C. Padgett address an important issue that's overlooked by many high-net-worth families...More
  • Dec. 14, 2012
    Article
    Trusts & Estates

    Identifying Money Values  

    Elizabeth K. Miller stresses the importance of discussing these feelings with your clients in order to optimize financial goals...More
  • Dec. 17, 2012
    Article
    Trusts & Estates

    Private Placement Variable Annuities  

    Edward J. Finley II & Michael Liebeskind discuss this potentially powerful tax planning tool...More
  • Dec. 18, 2012
    Article
    Trusts & Estates

    Private Family Foundations and Life Insurance  

    Vernon W. Holleman III outlines how you can help charitable motivated clients enhance the impact of their giving....More
  • Dec. 7, 2012
    Article
    Trusts & Estates

    Avoid the 3.8 Percent Medicare Surtax  

    Edwin P. Morrow III demonstrates how to optimize your trusts in regard to the Medicare surtax...More

Special Report: Fiduciary Professions

  • Dec. 4, 2012
    Article
    Trusts & Estates

    Investment Benchmarks  

    Douglas Moore, Daniel G. Couture & Michael A. Wilhelm discuss when you should (and shouldn't) rely on these figures...More
  • Dec. 4, 2012
    Article
    Trusts & Estates

    Framework for Making Investment Decisions  

    Paul L. Comstock & Stephen C. Browne offfer some guidance as to how to structure your estate-planning clients' portfolios...More
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