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A survey released by Merrill Lynch earlier this week showed increasing concern about retirement among affluent Americans with $250,000 or more in investible assets. But clients with $1 million or more in investible assets are also worried, and are...
Acquiring IPI, which has about 1,100 members who have combined assets of approximately $50 billion, strengthens Campden’s footprint in the U.S. and adds a “ready-made membership” who can exchange information with the company&...
On Dec. 17, 2010, President Obama signed into law the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (the Act). Among other things, the Act makes changes in the tax law for calendar years 2011 and 2012 that: (1)...
The bypass trust, also known as the credit shelter trust, the family trust and the trust, has been the foundation of estate planning for married couples since before I started practicing law. Prior to 2011, such a trust was necessary to ensure...
Jan. 1, 2010 marked a day that most trusts-and-estates practitioners never thought they would see and one they had repeatedly told their clients would never come. On that day, the door opened for the heirs of some of the wealthiest individuals in...
The Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010,1 among other things, ended the nail-biting uncertainty about the estate tax thresholds for 2011. (For more information, see New Rates, New Exemptions, New...
Tax benefits are a notable side effect of philanthropy (in addition to the satisfaction of leaving the world a better place). Subject to various limits not discussed here, a deduction is allowed that can reduce a donor's income tax. Indeed, that...
