Articles

Bulk operations
Rated

Bruce DeBoskey faces down and de-mystifies the controversial subject of charity overhead.

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We continue into chapter five of "Visual Planned Giving" by beginning the exploration of the valuation of gifts.
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On-Boarding the Trustee
Dan Felix wraps up his series on Successful Trust Administration. Part 3 brings us useful waypoints for onboarding the trustee.
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29 Sep 2015 | Real Property | National Publication, David Wheeler Newman | Article | 1 comments
David Wheeler Newman provides a complete and thorough treatise on gifts of real property.
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Charles Rounds takes a new direction, exploring the Hungarian Fiduciary Asset Management Trust. Charles' breadth of knowledge never ceases to amaze.

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Foundation in Family Dynamics
Dan Felix bring us part 2 of his series on Successful Trust Administration. Dan always raises interesting questions about things most of us have never considered.
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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.
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New contributing author Jane Peebles brings us the first of three articles on Charitable Lead Trusts.
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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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