Wealth Planning

File this under “Financial Planning 101.” What to do when a big client’s big bonus and severance package may be the future legal target of disgruntled employees and shareholders?

Charities may not only have been Bernard Madoff's victims but also his enablers, most probably unknowingly but some, possibly, knowingly. Mitchell Zuckoff of Fortune magazine, in an article on CNNMoney.com dated Jan. 5, 2009, Charities: The...

Despite her sole discretion over a trust, a decedent did not possess at the time of her death a general power of appointment over property in the trust. In Technical Advice Memorandum 200847015 (July 30, 2008), the decedent's husband's will...

Despite her sole discretion over a trust, a decedent did not possess at the time of her death a general power of appointment over property in the trust. In Technical Advice Memorandum 200847015 (July 30, 2008), the decedent's husband's will...

Although the introduction to Megan Pendleton's Intestate Inheritance Claims: Determining a Child's Right to Inherit When Biological and Presumptive Paternity Overlap suggests an exploration of the new forms of American family that result...

These days everyone is suffering. The media has been all over the story of the credit bust, the drop in housing values, the stock market's dive since Labor Day, and how these events have wiped out the American Dream. Financial advisors and other...

For some time, prominent commentators have requested that the Internal Revenue Service publish official guidance to deal with this increasingly common scenario:1 A deceased spouse's IRA is payable to a trust in which the surviving spouse is the...