Articles Articles

The Importance of International Tax and Estate Planning

The current global economic environment demands that legal, accounting and financial professionals be well versed in international tax and estate planning. Sound planning and creative ...

July 21, 2006

Trusts & Estates Magazine: Know the Differences – Why All Charitable Contribution Deductions Are Not Equal

Many tax and estate planing professionals are aware of the basic tax rules governing dedications for charitable contributions. They know the general distinctions ...

May 19, 2006

Taxation of Exempts: The New Age of Corporate Governance for Non-Profit Organizations

With the abundance of corporate governance scandals and abuses in recent years, and the remedial measures and penalties imposed by the legislature and ...

September 1, 2005

Practical Tax Strategies: Use Disclaimers to Add Flexibility and Hindsight to Estate Plans

The disclaimer can be a helpful tax and estate planning tool if used correctly. Often, the disclaimer is employed as a postmortem remedial device to ...

June 21, 2005

Estate Planning Journal: Proposed Revisions to the Uniform Management of Institutional Funds Act

Specialists in the charitable planning and nonprofit fields should be aware that proposed revisions to UMIFA, which are expected to be enacted in ...

February 28, 2005

Estate Planning Journal: Duties and Liabilities of Nonprofit Directors and Officers

Recent developments have increased the duties and obligations of nonprofit corporation boards of directors and officers and may have increased their liabilities as ...

May 28, 2004