(Due to Copyright Restrictions, LISI is not able to provide Reprints of these articles)
Trust Protectors: Why They Have Become 'The Next Big Thing'
Lawrence A. Frolik - Real Property, Probate and Trust Law Journal
IRS Confirms the Safety of QTIP and Portability Elections
Vanessa L. Kanaga and Letha Sgritta McDowell - Estate Planning
Cautionary Guidance for Operating a Private Foundation
John Dedon and Benjamin Kinder - Estate Planning
Estate Planning When Federal Estate Tax Is Not a Concern
Jordon Rosen - Estate Planning
Can an Incompetent Individual Make a Fraudulent Transfer?
Alexander A. Bove, Jr. - Estate Planning
Heckerling Reports 2017 - ABA
Highlights of the proceedings of the 51st Annual Heckerling Institute on Estate Planning, written by volunteer reporters onsite, and edited by Denver attorney Joseph G. Hodges. From the website of the American Bar Association.
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State Estate and Inheritance Taxes -- ITEP Policy Brief
This Policy Brief from the Institute on Taxation and Economic Policy discusses recent trends and policy decisions that have impacted state death taxes and explores how states can adopt or strengthen systems imposing these taxes.
The Wealth-X and Arton Capital Philanthropy Report 2016
Major giving among ultra-high net worth (UHNW) individuals rose to an all-time high in 2015, growing 3% since 2014. On average, UHNW individuals – those with a net worth of US$30 million or more – will donate US$29.6 million over the course of their lifetimes, with total global UHNW public lifetime giving estimated at US$550 billion to-date.
GAO Report on Elder Abuse by Guardians - November 2016
Prepared for the Senate Special Committee on Aging. According to the GAO Report, guardianship abuse is widespread, but it remains difficult to determine the extent of elder abuse by guardians nationally due to limited data. GAO noted that some progress is being made to collect data on guardianships and improve the guardianship process.