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Article/Archives

Article
Date
Title of Article
1.
 7/1/02 The 8 Common Pitfalls of Estate Planning
2.
 7/1/02 Avoiding Probate
3.
 7/1/02 Generation Skipping Tax Exemption
4.
 7/1/02 Gift Tax Free Investment Accumulation Trust
5.
 7/1/02 Personal Residence Trust
6.
 7/1/02 Irrevocable Insurance Trust
7.
 7/1/02 Grantor Retained Annuity Trust
8.
 7/1/02 Family Installment Sale
9.
 7/1/02 Valuation Discounts
10.
 7/1/02 Business Sucession Planning
11.
 7/1/02 Family Limited Partnership or LLC
12.
 7/1/02 Family Bank a.k.a Dynasty Trust
13.
 7/1/02 Family Foundations
14.
 7/1/02 Charitable Remainder Trust
15.
 7/1/02 Charitable Lead Trust
16.
 7/1/02 Section 529 Qualified Tuition Plan
17.
 7/1/02 Retirement Planning Distribution Rules
18.
 7/1/02 Annual Checklist for Advanced Estate Planning
19.
 7/29/02 New York Times - I.R.S. Loophole Allows Wealthy to Avoid Taxes
20.
 8/8/02 Private Split-Dollar: New York Times Article
21. 8/16/02 I.R.S. 2002-59 The Empire Strikes Back
22. 8/20/02 Treasury Notice 2002-59 Takes Aim at Reverse Split-Dollar Valuation Techniques
23. 9/6/02 ESOP's - a tool of Corporate Finance and Business Succession
24. 9/6/02 Virtual Corporation - 1993 Business Week Article
25. 10/1/02 Asset Protection Planning – 10 Most Common Mistakes
26. 10/23/02 Valuation - Estate of Paul Mitchell v. IRS Commissioner
27. 1/8/03 Life Insurance Delivers Reliable Tax Benefits
28. 2/5/03 Warning on Abusive 412(I) , 419A , ESOPs & More
29. 2/5/03 Abusive Tax Shelter Schemes - Part I
30. 2/5/03 Abusive Tax Shelter Schemes - Part II
31. 4/15/03 412(i) Plans: Too Good to Be True
32. 4/18/03 Section 529 College Savings Plans: Are They Really for Everyone?
33. 4/21/03 Paralyzed Over Split Dollar
34. 5/1/03 Importance of Gifting “Separate Property” in a Community Property State
35. 6/3/03 412(i) Plans - Prediction - Bad News To Abusers Will Follow
36. 7/21/03 Wealthy Family is Suing Lawyer over Tax Plan - NY Times 7-16-03
37. 8/15/03 The Seven Deadly Sins of Trust Drafting
38. 9/15/03 Final Split Dollar Regs - First Look -Part I
39. 9/15/03 Final Split Dollar Regs - First Look -Part II
40. 1/15/04 Funding an Irrevocable Life Insurance Trust - Doing it Right
41. 2/18/04 Valuation of Life Insurance in Retirement Plans - Part 1
42. 2/18/04 Valuation of Life Insurance in Retirement Plans - Part 2
43. 2/18/04 From Pension Rescue to Pension Miscue? Part 3
44. 8/17/04 Court Criticizes Estate's Expert as "Too Inexperienced, Accommodating, and Biased
45. 5/1/05 A Win-Win For You and Your Clients
46. 10/1/05 Avoiding the Tax Trap of the Transfer for Value Rule, part 1
47. 11/1/05 Using a Transactional Analysis to Avoid the Transfer for Value Rule, part 2
48. 6/3/06 VUL Insurance-Even in a Flat Market
49. 6/1/08 The Inheritor's Trust - Synopsis - 2003