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TypeTitleTopicSeasonYear
TypeTitleTopicSeasonYear
Acrobat Reader fileSection 529 Plans More Beneficial Than EverEstate PlanningFall2006
Acrobat Reader fileIt's Time to Revisit Disclaimer TrustsEstate PlanningSummer2006
Acrobat Reader fileDon't Forget The GRITEstate PlanningSpring2006
Acrobat Reader fileHow to Structure FLPs and FLLCs After StrangiAsset Protection PlanningWinter2006
Acrobat Reader fileManaging the Liability of an ILIT Trustee with Flexible Premium PoliciesEstate PlanningWinter2006
Acrobat Reader fileProgram Related InvestmentsCharitable PlanningWinter2006
Acrobat Reader filePrivate Annuity TrustsEstate PlanningFall2005
Acrobat Reader fileFinal Regulations Issued Regarding Valuation of Life Insurance ContractsEstate PlanningFall2005
Acrobat Reader filePlanning for Contributions to Foreign Charities by Individuals and FoundationsCharitable PlanningFall2005
Acrobat Reader filePolicy Change Impacts Medicaid AnnuitiesEstate PlanningFall2005
Acrobat Reader fileNew PLR Provides Another Way to "Switch" ILITsEstate PlanningSummer2005
Acrobat Reader fileNew PLR Makes Purchasing Life Insurance in Credit Shelter Trusts EasierEstate PlanningSummer2005
Acrobat Reader fileThe Foundation Center Releases Data on Family FoundationsCharitable PlanningSummer2005
Acrobat Reader fileEstate of Schutt - Another Favorable IRC Section 2036 CaseEstate PlanningSummer2005
Acrobat Reader fileEstate of Bongard: Another IRS ยง2036 VictoryEstate PlanningSpring2005
Acrobat Reader fileHEETsEstate PlanningSpring2005
Acrobat Reader fileA Must Read New Book on Marital Deduction PlanningEstate PlanningSpring2005
Acrobat Reader fileU.S. Supreme Court Rules That IRAs are Protected from CreditorsRetirement PlanningSpring2005
Acrobat Reader fileCharities: A Primer, Part IVCharitable PlanningSpring2005
Acrobat Reader fileEstate Tax Repeal - 58 Senate Votes and CountingEstate PlanningWinter2005
Acrobat Reader fileThe American Jobs Creation Act of 2004 Toughens the Rules Governing Nonqualified Deferred Compensation ArrangementsRetirement PlanningWinter2005
Acrobat Reader fileTrust-Owned AnnuitiesEstate PlanningWinter2005
Acrobat Reader fileCharities: A Primer, Part IIICharitable PlanningWinter2005
Acrobat Reader file"Switching" ILITSEstate PlanningFall2004
Acrobat Reader fileOppotunities Exist in Making Family LoansEstate PlanningFall2004
Acrobat Reader fileTime to Revisit Marital Deduction FormulasEstate PlanningFall2004
Acrobat Reader fileIs the Death Tax Really Dead?Estate PlanningFall2004
Acrobat Reader fileCharities: A Primer, Part IIEstate PlanningFall2004
Acrobat Reader fileFavorable Family Partnership Ruling From Fifth CircuitEstate PlanningSummer2004
Acrobat Reader fileIRS Rules in Favor of Grantor TrustsEstate PlanningSummer2004
Acrobat Reader fileBankruptcy Court Holds That Chapter 7 Filing Terminates Entireties Ownership StatusAsset Protection PlanningSummer2004
Acrobat Reader fileIRS Holds Public Hearing Regarding Its Proposed Regulations On The Valuation of Life Insurance ContractsEstate PlanningSummer2004
Acrobat Reader fileCharities: A PrimerCharitable PlanningSummer2004
Acrobat Reader fileIRS Proposes New Rules For Valuing Life Insurance PoliciesEstate PlanningSpring2004
Acrobat Reader filePoorer Spouse Funding of Credit Shelter TrustsEstate PlanningSpring2004
Acrobat Reader filePreparing for Impaired CapacityElder LawSpring2004
Acrobat Reader fileA Simple Charitable Strategy Re-VisitedCharitable PlanningSpring2004
Acrobat Reader fileGranholm Would Resurrect Michigan?s Death TaxEstate PlanningSpring2004
Acrobat Reader fileHow to Properly Structure the New Collateral Assignment Split Dollar LoansEstate PlanningWinter2004
Acrobat Reader fileThe Skinny on SCINsEstate PlanningWinter2004
Acrobat Reader fileEligibility for SSI and Medicaid: Planning to Protect Personal Injury AwardsElder LawWinter2004
Acrobat Reader filePartial Interest GiftsCharitable PlanningWinter2004
Acrobat Reader fileGrantor Retained Annuity Trusts, Sales to Grantor Trusts or Private Annuities: Which One Is Best For Your Clients?Estate PlanningSummer2003
Acrobat Reader fileSixth Circuit Upholds Self Cancelling Installment NoteEstate PlanningSpring2003
Acrobat Reader fileAutomatic Allocation of GST Exemption: New Rules May Create Problems for Many ILITsEstate PlanningFall2002
Acrobat Reader fileJoint Settlor Trusts: A Unique Planning TechniqueEstate PlanningFall2002
Acrobat Reader fileCreative Ways to Fund an Irrevocable Life Insurance TrustEstate PlanningSummer2002
Acrobat Reader fileFunding Credit Shelter Trusts with Variable AnnuitiesEstate PlanningSpring2002
Acrobat Reader fileFunding Credit Shelter Trusts with Life InsuranceEstate PlanningSpring2002
Acrobat Reader fileLife Insurance vs. Section 529 PlansEstate PlanningWinter2002
Acrobat Reader fileGift or Sale of GRAT remainder to Dynasty TrustEstate PlanningWinter2002
Acrobat Reader fileHybrid 529 Plans Can Improve Returns Over UTMA/UGMAEstate PlanningFall2001
Acrobat Reader fileEstate Planning Under the New Tax ActEstate PlanningFall2001
Acrobat Reader fileCombining an ILIT, Split Dollar and a QPRTEstate PlanningSummer2001
Acrobat Reader fileEstate Tax Repealed. Don't Bet On It!Estate PlanningSummer2001
Acrobat Reader fileFamily LLC Funding ChecklistEstate PlanningSpring2001
Acrobat Reader fileIRS Loses Two More Family Limited Partnership CasesEstate PlanningWinter2001
Acrobat Reader filePreplanning for Long-Term Health CareEstate PlanningFall2000
Acrobat Reader fileIRS Loses Important Valuation DecisionsEstate PlanningSummer2000
Acrobat Reader fileUsing Credit Shelter Trust to Purchase Life InsuranceEstate PlanningSummer2000
Acrobat Reader fileThe Survivorship Spousal ILITEstate PlanningSpring2000
Acrobat Reader fileThe Family Incentive TrustEstate PlanningWinter2000
Acrobat Reader fileThe Beneficiary Controlled Trust-Better Than an Outright GiftEstate PlanningWinter2000
Acrobat Reader fileA Better Way to Pass Annuities at DeathEstate PlanningSummer1999
Acrobat Reader fileRevaluation of GiftsEstate PlanningSummer1999
Acrobat Reader fileNot All Retirement Plans Safe From CreditorsEstate PlanningWinter1999
Acrobat Reader fileThe Strategic Use of Immediate Annuities in Medicaid PlanningEstate PlanningFall1998
Acrobat Reader fileSeeking Refuge form Creditors Through Life Insurance Contracts-Does it Work?Estate PlanningFall1998
Acrobat Reader fileThe Alaska Trust - An Alternative to Offshore TrustsEstate PlanningSummer1998
Acrobat Reader fileThe WRAP Trust: A New Way to Package Lifetime GiftsEstate PlanningSpring1998
Acrobat Reader fileNew TAM Disallows Annual Exclusion For Gifts of Partnership InterestEstate PlanningSpring1998
Acrobat Reader fileCapital Gains Rate Cut: An Estate Planning BlessingEstate PlanningSpring1998
Acrobat Reader fileBeyond the Credit Shelter TrustEstate PlanningWinter1998
Acrobat Reader fileIRS Loses Again On Crummey Power IssueEstate PlanningSummer1997
Acrobat Reader fileMore TAM Terrorism: IRS Attempts to Chill the Use of FLPsEstate PlanningSummer1997
Acrobat Reader fileCourt Creates New Opportunity for Fractional Interest DiscountsEstate PlanningSpring1997
Acrobat Reader fileIRS Renews its Efforts to Limit Crummey PowersEstate PlanningWinter1997
Acrobat Reader fileSelling S Corporations with CRTs - Part IIICharitable PlanningSummer2003
Acrobat Reader fileSenate Passes CARE BillCharitable PlanningSpring2003
Acrobat Reader fileSelling S Corporations with CRTs - Part IICharitable PlanningSpring2003
Acrobat Reader fileSelling S Corporations With CRTsCharitable PlanningWinter2003
Acrobat Reader fileSimple Charitable Estate Planning Techniques That Are Not Used EnoughCharitable PlanningWinter2002
Acrobat Reader fileLower AFR Improves Gift Trust ResultsCharitable PlanningSummer2001
Acrobat Reader fileCombining QTIPs and CRTsCharitable PlanningWinter2001
Acrobat Reader fileCharitable Planning with Retirement PlansCharitable PlanningFall2000
Acrobat Reader fileUsing a CRT to Make Net Unrealized Appreciation Go AwayCharitable PlanningSummer2000
Acrobat Reader fileUsing a Combination Option/Charitable Lead Trust to Pass on the Family BusinessCharitable PlanningWinter2000
Acrobat Reader fileThe Five Levels of Charitable PlanningCharitable PlanningFall1999
Acrobat Reader fileCharitable PotpourriCharitable PlanningSpring1999
Acrobat Reader fileFavorable Private Letter Ruling on Gifts of Non-qualified Stock OptionsCharitable PlanningWinter1999
Acrobat Reader fileCharitable Giving Through Life InsuranceCharitable PlanningFall1998
Acrobat Reader fileSupporting Organizations: An Alternative to Private FoundationsCharitable PlanningSummer1998
Acrobat Reader fileDeferred Annuity Contract Purchased by NIMCRUT OK'd by IRSCharitable PlanningSpring1998
Acrobat Reader fileCRT Proposed RegulationsCharitable PlanningSummer1997
Acrobat Reader fileA CRUT May Be Better Than A Stretch IRA for Second MarriagesRetirement PlanningWinter2003
Acrobat Reader fileTax Planning for Large Retirement PlansRetirement PlanningFall2002
Acrobat Reader fileFunding Credit-Shelter Trusts with Retirement BenefitsRetirement PlanningSpring2002
Acrobat Reader fileIRS Simplifies Required Minimum Distribution RulesRetirement PlanningSpring2001
Acrobat Reader fileCombining Non-Qualified Deferred Compensation and Split DollarRetirement PlanningFall2000
Acrobat Reader fileFunding a Family Trust with Retirement Plan BenefitsRetirement PlanningFall1999
Acrobat Reader filePlanning for the Double Tax on Qualified Plan AssetsRetirement PlanningWinter1999
Acrobat Reader fileNew Planning Technique - The Roth IRA TrustRetirement PlanningSummer1998
Acrobat Reader fileProposed Regulations Amended for Naming a Trust as Plan BeneficiaryRetirement PlanningSpring1998
Acrobat Reader fileRoth IRA Bill Signed Into LawRetirement PlanningSpring1998
Acrobat Reader fileRoth IRAs - Is Conversion A Good Idea?Retirement PlanningWinter1998
Acrobat Reader fileThree Year Holidays from Excise Tax: An Opportunity or Trap?Retirement PlanningSpring1997
Acrobat Reader fileEquity Split Dollar Plans That Are "Under Water": Why Take Action Now?Business PlanningSummer2003
Acrobat Reader fileIRS Successfully Uses IRC Section 2036(a) to Attack Discount PartnershipsBusiness PlanningSpring2003
Acrobat Reader fileAccountants, Attorneys or Financial Planners: Who Is Responsible For Complying With The New Split Dollar Rules?Business PlanningSpring2003
Acrobat Reader fileHackl Decision Likely to Require Amendments to Family Partnership and LLC AgreementsBusiness PlanningWinter2003
Acrobat Reader fileSplit Dollar Safe Harbors: The Clock is TickingBusiness PlanningWinter2003
Acrobat Reader fileHow to Properly Find a Buy-Sell AgreementBusiness PlanningFall2002
Acrobat Reader fileTax Planning Strategies for Divorcing ShareholdersBusiness PlanningFall2001
Acrobat Reader fileBusiness Planning for Second Marriages: QTIP or QTRAP?Business PlanningSummer2000
Acrobat Reader fileThe Investment Company RulesBusiness PlanningSpring2000
Acrobat Reader fileCharitable Buy-Sell AgreementsBusiness PlanningFall1999
Acrobat Reader fileFunding LLCs: Planners BewareBusiness PlanningSummer1999
Acrobat Reader fileFamily Buy-Sell Agreements: Avoiding the Triple Tax TrapBusiness PlanningSpring1999
Acrobat Reader fileResults of Family Business SurveyBusiness PlanningSpring1999
Acrobat Reader fileBusiness Valuations: A PrimerBusiness PlanningSpring1999
Acrobat Reader fileThe Family Owned Business Exclusion: No Substitute for Sophisticated PlanningBusiness PlanningWinter1998

 

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