September/October 2010—Wealth Transfer

Year Published: 
2010

Issue:

Feature Articles
Asset Protection, Lorelei Tolson, CPA/PFS, CIMA®, CFP®
Creating True Wealth Transfer, Kathryn Dreghorn Linden and Fredda Herz Brown, PhD
Donor-Advised Funds: Stop Writing Checks to Charities, Marc Horner, CIMA®, CPWA®
Ensuring Success in Wealth Transfers: Involving and Preparing the Beneficiary, Kathleen Burns Kingsbury, LMHC, CPCC, and James Grubman, PhD
Planning in a Low Interest-Rate Environment, Carol G. Kroch, Esq.
IRA Post-Mortem Considerations, Robert S. Keebler, CPA, MST, AEP®, and Michelle L. Ward, JD, CSEP®
Mortality Table Arbitrage in Tax Planning, Kevin McGrath, JD
Multi-Generational Planning, Amelia Renkert-Thomas, JD, LLM
Roth Conversions: Take Advantage of the Government’s Free Option, Rex P. Macey, CIMA®, CFA®
Special Needs Trusts Increase the Quality of Life and Preserve Entitlement Eligibility, David J. Gordon, CIMA®, CFP®

Ethics
Building an Ethical Practice, Rev. Steven W. Lawler

 

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