Martin M. Shenkman and Joy Matak suggest that advisors identify specific categories or particular clients who might consider preemptive planning before further changes are made.
Al W. King III discusses the differences in institutional risk as they pertain to banks, investment firms and trust institutions.
Christopher P. Woehrle describes how abusive charitable remainder annuity trusts continue to be sold.
David A. Handler and Alison E. Lothes highlight the most important tax developments of the past month.
Legal editor Anna Sulkin discusses this month's cover.
Editor in Chief Susan R. Lipp discusses this month's issue.
Private equity ownership of insurers faces heightened scrutiny.
Managing the new game requires a more tactical approach.
