(Due to Copyright Restrictions, LISI is not able to provide Reprints of these articles)
The Care and Feeding of Large IRAs
Warren L. Baker and Natalie B. Choate - Trusts & Estates
Depression-Era Trusts Come Home to Roost
Dennis R. Delaney and Charles R. Platt - Trusts & Estates
Don’t Be Shy About Using a Naked Power of Appointment
Alexander A. Bove Jr. - Trusts & Estates
CGAs: A Surrogate for Fixed Income During Retirement
Paul Caspersen - Trusts & Estates
Get a Hold of Your QSBS Holding Period
Edward A. Vergara - Trusts & Estates
Special Report: Summaries from the 2016 Heckerling Institute
Special Report: Summaries from the 2015 Heckerling Institute -- 1/05/2015
Clark Decision Complicates Planning for IRA Owners -- 6/12/2014
Quick Take: Recent Cases Allow Probate of Electronic Wills -- 2/14/2014
Special Report: Summaries from the 2014 Heckerling Institute -- 1/10/2014
Life Insurance Policy Locator Service - National Association of Insurance Commissioners
Website of the NAIC offers to assist consumers in locating life insurance policies and annuity contracts of a deceased family member or close relationship.
Florida Supreme Court Opinion In Re: Amendments to Rules Regulating the Florida Bar 4-1.1 and 6-10.3
Amendments to Rules Regulating the Florida Bar recognize an obligation to achieve competence in the use of technology. The new rules require that lawyers take technology-related CLE courses.
CareConnection -- AARP
CareConnection is a new site aimed at connecting caregivers with information, other caregivers and helpful services. We’re listening firsthand to understand the concerns and challenges facing caregivers today, and we’d like to include you in the design of this site and its offerings. Explore the information, tools and solutions available, and share what works— and what doesn’t—so that we can build the best experience for caregivers like you.
New York Times Giving Section 2016
The 2016 edition of the Times section on charitable giving includes articles on trends in philanthropy, and the tax rules governing charitable contributions, and legal and regulatory aspects of operating nonprofit organizations.
2016 U.S. Trust Study of High Net Worth Philanthropy
The 2016 U.S. Trust Study of High Net Worth Philanthropy examines the giving and volunteering trends, behaviors, attitudes, and priorities of wealthy American households, and was written and researched in partnership with the Indiana University Lilly Family School of Philanthropy.