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2010 State Death Tax Chart (revised Jan. 28)PDF Document (2/1/2010)

Estate Tax Changes in the Obama Administration (updated through Jan. 25)PDF Document (1/28/2010)

Charles D. Fox Article "The Human Side of Succession Planning" Published in Private Wealth (1/20/2010)

Estate Planning In Uncertain Times: The Impact of the Repeal of the Estate Tax and What You Need to ConsiderPDF Document (1/5/2010)

Overview of Grantor Retained Annuity Trusts (GRATS) (updated) (12/28/2009)

Grantor Retained Annuity Trusts (GRATs) and Sales to Grantor Trusts (updated)PDF Document (10/6/2009)

Madoff's Unintended Legacy to Charities by Michele A. W. McKinnonPDF Document (6/17/2009)

An Introduction to Estate Planning (Revised and Updated)PDF Document (1/2/2009)

Comments on Notice 2008-63 (Private Trust Companies)PDF Document (10/3/2008)

Navigating Uncharted Waters: The New Charitable Legislation (2/5/2008)

Trusts and the 2% FloorPDF Document (2/1/2008)

Ten Estate Planning Techniques to Consider (1/30/2006)

UK Tax Law - Pre-owned asset tax: Unmarried co-owning couples caught unawaresPDF Document (12/19/2005)

Charitable Giving and Planned Gift Programs (11/4/2005)

UK Tax Law: The new pre-owned assets regimePDF Document (9/1/2005)

IRS Issues New Sample Forms For Charitable Remainder Trusts (8/22/2005)

Fractional Interest Gifts of Art to Museums and Other Charities (8/15/2005)

Estate Planning After the 2004 ElectionPDF Document (1/13/2005)

Removing Assets From The Transfer Tax System: Practical ConsiderationsPDF Document (8/3/2004)

FLPs: After Strangi, Stone and KimbellPDF Document (8/3/2004)