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In Focus #53: 3/19/07


Recent Cases of Customer Abuse by Brokerage Firm Branch Managers Underscore Need for Effective Compliance Function


Fiduciary Focus: Non-Profits Get Their Day (Part 3)


Tale of the Tape


Lessons of the Smith Estate


Annuities: The Good, the Bad and the Ugly


Click here to read more publications by and about James J. Eccleston.
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Estate Planning | Charitable Planning

Estate Planning


Lessons of the Smith Estate
"Lady Bird" Deeds & Revoking a Revocable Trust - A Case Study
Ground Rules for 2007
The Year In Review, 2006
Updating The Will Review Checklist
Trust Flexibility, Trust Protectors
New Deductions for Conservation Easements
Reincarnating the Estate Tax: H.R. 5638 and Beyond
Art Collections of Great American Estates
Mid-Year Review, 2006
Dynastic Trusts Today
Good GRATs and Great GRATs
Elder Law Topics, 2006
Retaining Power in Estate Planning
The $2-Million Plateau
The Year In Review, 2005
Seven Surprising Scenarios
What To Do With Grandma’s House?
Death and Divorce: Seven Strategic Planning Areas
Spotlight on the Inheritor’s Trust
Mid-Year Roundup, 2005
A Slice of Immortality
Asset Protection In Context
Five Ethical Issues of Estate Planning
“Should I Move My Estate?”
The First Fifteen Issues to Consider for Your Estate Planning
The Estate Analyst: Key Issues for 2005
The Year in Review, 2004
Planning Based on Estate Size
Inside-Out IRA Estates
Incentive Trusts in Three-Part Harmony
A Mid-Year Report, 2004
Six Degrees of Disney
Disclaimer Update, 2004
FLP Battle Lines Materialize
New Strategies, 2004
New Dynamics for Trust Investments
Recent Decisions
New Rules for 2004
Trends in Philanthropy
The Practical Will
Recent Decisions
Real Estate, 2003
Recent Decisions In Brief
Mid-Year Report
Celebrity Estates
Developments in Intellectual Property
In Search of the Perfect Trust
Stolen Art
Estate Planning: Should a Trust Be the Beneficiary of Your IRA?
The Expatriate's Estate
Tax Strategies, 2003
The Year In Review
The Year In Review
Where to Herd Your IRD
How Not to FLP
A Timely Strategy
Treasury Addresses Split Dollar and Current Issues
Stock Option Strategies
How Not to FLP
Four Contradictions
QPRT Variations
A New Paradigm
The New Carryover Basis
Transferee Liability, Et Al
What's New For 2002?
The Year In Review, 2001
Charitable Relief Efforts & Private Foundations In Context
A TRUly Nice Way to Plan Your Estate!
An Achilles' Heel For FLPs?
The Total Return Unitrust
Waiting for Repeal
The Tax Relief Act of 2001
Split Decisions on Split Dollar
What Is "Trust Income" in 2001?
Will Estate Tax Repeal Open Income Tax Loopholes?
New Proposals to Repeal the Estate Tax
Proposed MRD Rules Arrive
Estate Planners Face New Challenges; Welcome to the Renaissance
Larger Contexts Will Affect Estate Planning
The Year In Review 2000: What Were We Thinking?
Estate Planning Review of 1999
Year 2000 Estate Planning Considerations
Valuing Assets; Art or Science?
Selected Issues in Transferring Assets
Simple Techniques For the Estate Planner
Retirement Planning for Estates
Professional Ethics For Estate Planners
International Issues of Estate Planning
Estate Planning Strategies For a Single Parent
Drafting the Quintessential QTIP
A Modest Dynasty: Considering the Roth IRA
Ten Estate Planning Pitfalls
What To Include In Your Will


Charitable Planning


FinancialCounsel.com now will bring readers information regarding charitable planning. We are pleased that Foundation Source has agreed to allow us to publish its FAQs regarding foundations. And we are delighted that Advocate Charitable Foundation has agreed to provide us its Adviser Update, a quarterly resource for professionals.

Advocate Charitable Foundation

Advisor Update

Advisor Update - Winter 2007
Advisor Update - Fall/Winter 2006
Advisor Update - Winter 2006
Advisor Update - Spring 2006 (PDF, requires IE)
Advisor Update - Autumn 2005
Advisor Update - Summer 2005
Advisor Update - Spring 2005
Advisor Update - Winter 2005
Advisor Update - Winter 2004


FinancialSource

Frequently Asked Questions

Frequently Asked Questions about Private Foundations - November 2004 (PDF, requires IE)





   
 
 
 
 



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Sponsored by James J. Eccleston, an attorney representing stockbrokers, financial planners and investors nationwide in arbitration, litigation and regulatory matters, and a shareholder with the law firm Shaheen, Novoselsky, Staat, Filipowski & Eccleston P.C.(www.snsfe-law.com). This Web site contains material of general interest. It is neither intended to, nor constitutes, either legal advice or investment advice. Always consult an attorney and/or investment advisor when building and protecting your wealth.

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