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LEGAL UPDATES & ARTICLES

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Articles & Publications:  Private Wealth Services

Grantor Retained Annuity Trusts (GRATs) and Sales to Grantor TrustsPDF Document (9/2/2010)

Estate Tax Changes in the Obama Administration (updated through Aug. 31, 2010)PDF Document (9/2/2010)

2010 State Death Tax Chart (revised July 29, 2010)PDF Document (8/2/2010)

Tax Law in Action: Vanity Fair Highlights Family Assisted by Milton Cerny (7/13/2010)

Milton Cerny Reflects on Evolution of IRS Rules for Tax-Exempt Organizations (7/12/2010)

Dana Fitzsimons' Article on the Cover of Probate and Property Magazine (7/2/2010)

Milton Cerny Published on LawForChange.org (5/26/2010)

Cerny and Hellmuth Discuss University Technology Transfer for Economic Development (5/10/2010)

Challenges of the New Form 990 for NonprofitsPDF Document (3/2/2010)

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)

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)

 

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