Wills, Trusts, & Estate Planning – May 24, 2012

by InKnowVision on 5/8/2012

A composite of studies of trust and estate attorneys, trust officers, and financial planners revealed that: • Fewer than 10% of plans for their clients addressed art, antiques, and collectibles • Fewer than 10% used art...more

by Charles E. Rounds, Jr. on 1/1/2012

Next year, 2013, marks the 20th anniversary of the judicial/political resolution of the final controversy over the administration and disposition of a certain Massachusetts-sited trust established under the will of Benjamin...more

by Erin McClarty on 12/27/2011

My musings on boosters clubs and filing for tax exemption. ...more

by Charles E. Rounds, Jr. on 9/1/2011

A yearning for immortality is what motivates private individuals to make substantial gifts in perpetuity. That is the conclusion of some academics (e.g., Boston College Law School Professor Ray D. Madoff) and some politicians...more

by David Tate on 5/19/2011

A detailed paper updated May 19, 2011 discussing nonprofit board standard of care, risk management, and audit committee responsbilities, including the California Nonprofit Integrity Act....more

by Havens & Miller, P.L.L.C. on 11/1/2009

Board-certified Florida lawyer Jason E. Havens describes the practical and strategic advantages to creating a family/private foundation during lifetime as part of a donor's charitable estate planning. "Editor’s Note: A...more