Rorie M. Sherman

Estate-planning lawyers are cheering a recent taxpayer win in the ongoing battle with the Internal Revenue Service over family limited partnerships (FLPs). The U.S. Court of Appeals for the Fifth Circuit dealt the IRS...

When subscribers to the World Press Review received the 30th anniversary issue in April, they got a nasty surprise. The magazine, which journalists and foreign-policy experts scoured for local news and commentary from...

The U.S. Supreme Court recently agreed to consider the convictions of three U.S. citizens who were found guilty of U.S. wire fraud laws only because they'd evaded Canadian taxes. Advisors are closely watching the case...

A new lawsuit against Bank of America should give trustees at all major institutions pause. The lead plaintiff, Ellen Jane Kutten, has many complaints but the driving force behind her suit seems to be displeasure that...

Conrad Teitell presented an hour long conference on June 16, 2008. You can hear it now

Old school lawyers who focus on client estate plans earn the least, but are satisfied with their lots. New-fangled lawyers, who go so far as to take commissions on life insurance and fees for investment management...

We know a lawyer who represents himself has a fool for a client. Here's a variation on that old saw: The lawyer whose client is a litigious lawyer is a fool not to settle if he can. Renowned tax attorney Stanley...

As the economy is supposedly ramping up, so is continuing education for wealth management. Three new programs are on the horizon one from the American Bankers Association, another from New York University and a third...