Wealth Planning

Kevin McKinley was no trust-fund baby. He earned his money the old-fashioned way. At 14, he was a clerk at a paint store. A couple years later, he was hawking mattresses. By 17, he had his first real job, a gofer at Robert W. Baird & Co. in his...

In 2010, when the estate tax is scheduled to go away at least for one year, it is replaced with an insidious carry-over basis system. Tracking tax-basis information for clients will require careful record keeping and revisions in estate-planning...

Wit,Wisdom & the Fiduciary Professions Dangerous Postponement Without Cause Ongoing thoughts about a misinformed public reaction to transfer tax reform By Ror M. Adams, Chair Editorial Advisory Board Many of our readers have communicated to us...

For over 20 years, it has been my privilege to teach law students at Northwestern University Law School and very early in my career at four other law schools. At The American Bankers Association National Trust School and National Graduate Trust...