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Publications for Family Wealth

Date Title
10/07/08 Rescue Bill Provides for Gifts from IRAs Direct to Charities
05/20/08 Unintended Consequences - The Hunt Family and the Story of a Parent’s Generosity
02/14/08 Heirs to a Headache
11/15/07 Redemption As an Estate Planning Technique
11/13/07 Strings Attached
08/16/07 Incentive Trusts for Children
07/27/07 Family-Held Entity Governance Challenges
07/19/07 Charitable Lead Annuity Trusts
06/14/07 Can Co-Owners Get Along After a Successful Transfer of Real Estate?
05/17/07 The CPA and the Prenuptial Agreement - After the Honeymoon is Over
04/19/07 Giving Away the Farm
How Parents Can Make Gifts to Young Children
03/27/07 The Anna Nicole Smith Estate Saga
02/15/07 Family Held Entity Governance Challenges
01/18/07 The Myths and Fables of Estate Planning
12/14/06 Elder Financial Abuse
11/15/06 Charitable Giving 101
10/19/06 The CPA As Trustee — To Be or Not to Be
09/21/06 Charitable Provisions of the Pension Protection Act of 2006
09/08/06 Irrevocable Life Insurance Trusts
08/24/06 Easy Charitable Contribution Techniques to Reduce Your Tax Burden
07/20/06 Charitable Remainder Unitrust
06/22/06 GRATS: A Key Part of Business Transaction Planning
05/18/06 Estate Tax Battle Heats Up
04/20/06 Estate Planning Legacy
03/16/06 Qualified Personal Residence Trusts
01/01/06 Alert: Estate Planning Resolutions for 2006
10/01/05 "Passing the Torch: The secrets of successful family business succession planning." by Fred Caspersen
08/04/05 Alert: Strangi III Gives New Guidelines for Using Family Limited Partnerships as a Valuation Discount Tool
06/21/04 Value-Based Estate Planning
03/24/04 Estate Planning Tips for Unmarried Couples
06/01/01 Alert: What Does the Estate Tax "Repeal" Mean for You?
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