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What is Successful Administration? and Legal Considerations
Contributing author Dan Felix begins a new three part series on successful trust administration. Part I sets the stage by reviewing the various components that contribute to the successful operation of a trust.
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We continue through "Visual Planned Giving" with Professor Russell James, by exploring proper gift documentation.
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Author Richard Fox explores the implications of a recent Tax Court Case, Estate of Schaefer, on the calculation of the 10% Remainder Interest qualification necessary when establishing Charitable Remainder Trusts.

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Attorney Jane Peebles continues her examination of Lead Trusts.

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We continue through Russell James'  "Visual Planned Giving," now exploring the proper documentation of gifts.
4
New contributing author Jane Peebles brings us the first of three articles on Charitable Lead Trusts.
5

Author Bruce DeBoskey brings evidence that family philanthropy is a key to inter-generational continuity.

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Charles rounds asks a provocative question about the very nature of trusts.

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We continue with Russell James guiding us through the elements of timing of gifts.
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We continue our journey through Visual Planned Giving, now visiting Part 1 of charitable income tax deductions.
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We wrap up Dr. James' simple introduction to taxes in this continuation of his book.
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A Few Other Regularly Appearing Polarities in the Trustscape
Part 4 of Dan Felix's Polarity thinking series takes us to less common but important occurences of the subject at hand.
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We continue With Russell James "Visual Planned Giving" with the first part of his Introduction to Taxes.

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Contributing author Bruce DeBoskey reflects back on his past five years of writing to highlight his estimation of "best practices" in planned giving.

3.5
Part 4 of Calculating Gifts: George A. Huggins and the Conferences on Annuities, 1927-1959
Contributing author Ron Brown continues with part 4 of his exploration of the history of gift annuities.
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Tom Hubler continues and completes his discussion on forgiveness in family business.
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We continue with part 2 of the Introduction to Visual Planned Giving by contributing author Russell James III.
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Contributing author Bruce DeBoskey shares his recent interview with former president Bill Clinton.
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