Back Issues

Trusts & Estates Trends

• Issue 4 / Spring 2012 A Better Way to Give; Using a CLAT to Fund a Family Foundation: A Legacy For Family Philanthropy; Help! Someone Hijacked My Foundation!; The Role (& Perils) of the Family Board of Directors; Love, Taxes & Equality?; Poisonous Estate Planning; Fiduciary…You’re Fired!; If It’s Broken, Fix It!; To Adeem or Not to Adeem… That Is the Question; Guest Column: Legal and Tax Traps for Germans Owning Vacation Homes in Florida; Tax Alert: Non Resident Aliens U.S. Based Residences Are “QPRT”able
• Issue 3 / Winter 2011 Going, Going, Gone?; The Atkins’ Method of Trimming Trustee Fat; Now What?: Thoughts on Gift and Estate Planning After 2010; Exculpatory Clauses, Or The Few Words That Could Make A Big Difference; Timing is Everything: A Lesson in Asset Protection Planning; U.S. Estate and Gift Planning for Non-Citizens; Heading for the Hills; Fiduciaries Beware! Life Insurance Trusts and The Florida Prudent Investor Rule; Florida’s Answer to Deathbed Marriage; TRENDS IN PHILANTHROPY; SIXTY FEET
• Issue 2 / Summer 2010 Estate Planning for Families With “Special Needs”; News You Can Use; Estate Tax: Dead or Alive?
• Issue 2 / Fall 2009 Diamonds Are Forever… Irrevocable Trusts May Not Be; The Care and Feeding of Irrevocable Life Insurance Trusts; Exploiting the Elderly and the Specter of Undue Influence in Will Contests; The Abuse of Durable Power of Attorneys and How an Estate Can Recover Misappropriated Assets; Trends in Philanthropy; Captives; Rock N’ Roll & Estate Taxes
• Issue 1 / Summer 2009 Is Your Estate Plan Constructed on a Solid Foundation?; Where is the Cash?; News You Can Use; Charitable Remainder Trust; Shifting Wealth: Using a GRAT in the Sale of Your Business