Estate Planning

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Total news: 81
Last news: March 19, 2008 17:46:00

According to Robin Kwong and Justine Lau, Hong Kong battle begins for tycoon’s billions, FT.com, Feb. 23, 2008: The charitable foundation established by Nina Wang, the Hong Kong tycoon, fired its first shot in the battle for her $3.9bn (€2.6bn,... - [Read more]

Daniel W. Matthews (Associate Professor, Thomas M. Cooley Law School) and Karen L. Chadwick (Associate Professor, Thomas M. Cooley Law School) have recently published their article entitled Trusts and Estates, 53 Wayne L. Rev. 627 (2007). Here is the introduction... - [Read more]

In Asset Management in Absentia, published in the March 2008 issue of The Estate Analyst, Robert L. Moshman, Esq. discusses some of the lessons learned from the recent events of disappearance of Steve Fossett and appointment of conservator for Britney... - [Read more]

The following is from John Thornhill, How super-rich can avoid lynching, FT.com, Feb. 22, 2008: We have, it seems, reached that point in the economic cycle when resentment is rising against the rich.*** That sentiment has marked the US presidential... - [Read more]

Ronald D. Philgreen (Director, Charitable Tax Planning Center, Inc.) has recently posted on SSRN his article entitled Give a Spigot to Your Kids. Here is an abstract of his article: Using the visual analogy of a Charitable Bucket TM based... - [Read more]

Randy Drewett (Attorney at Law, Randy Drewett, PC.) has recently published his article entitled SNTs in a UTC Environment: Is Third-Party Disability Planning at Risk? 71 Tex. B.J. 114 (2007). Here is an excerpt from his article: Third-party special needs... - [Read more]

Best wishes to all on Saint Patrick’s Day! - [Read more]

According to Matthew Firestone, Big in Japan: Sisters hide billions of yen in their tool shed, gadling.com, March 12, 2008: Today in Japan, the tabloids are buzzing with the latest news of two sisters from the city of Osaka, who... - [Read more]

In February 2008, the CBS Early Show broadcasted a series entitled Funerals To Die For, describing various funeral planning techniques. These videos are now available online. The following is from Funerals To Die For, cbsnews.com, Feb. 2008, summarizing the broadcasted... - [Read more]

Steve R. Akers (Bessemer Trust, Dallas, Texas) has recently published his article entitled Estate of Christiansen v. Commissioner, RPPT eREPORT (Feb. 2008). Here are excerpts from the introduction to his article: The Tax Court reviewed the validity of a formula... - [Read more]

I recently visited the National Automobile Museum in Launceston, Tasmania and was able to view a vintage 1935 Dodge hearse. It is still in use and may be rented for special funeral services. Note the right-hand drive: - [Read more]

Elizabeth McNabbs biological great-grandfather started the Jell-O company. However, Elizabeth was unaware of this fact until well into her adult years as she was adopted as child after having been born out of wedlock. She learned that she could potentially... - [Read more]

The following is from AP, Senate Panel Weighs Estate Tax Overhaul, Forbes.com, March 12, 2008: A Senate tax panel on [March 12, 2008] explored ways to overhaul the U.S. estate tax system as Congress struggles with the expiration of estate... - [Read more]

The following is from Jonathan Guthrie, Tragic pitfalls of making an heir the boss, FT.com, Feb. 28, 2008: Professional advisers sometimes mutter a damning phrase after first meeting an aspirant chief executive who got a job, along with his DNA,... - [Read more]

The American Bar Association Section of Real Property, Trust and Estate Law and the ABA Center for Continuing Legal Education are sponsoring a teleconference and live audio webcast on April 1, 2008 entitled The Morning After: Avoiding Tax Surprises in... - [Read more]