Wealth Manager Newsletter

Wealth Manager

Estate Analyst

Timely Strategies in Down Markets & The Estate of Heath Ledger

October 2009 Online Edition
When Estates Go Wrong
And: Testamentary Restraint of Same-Sex Marriage



Past issues:

 

 

 

 

July/August 2008 WM Article
Politics & The Estate Tax & Celebrity Estates


May/June 2008 WM Article
FLP vs. LLC & Sam Walton's FLP Estate
Counselor's Corner - Economic Discussion

March/April 2008 WM Article
Planning for Posthumous Success &
Federal Tax News Briefs


January/February 2008 WM Article,
Steady As She Goes, 2008
Counselor's Corner: Echoes of 2007,
A Collection of Quotations

 

September 2009 Online Edition
A Closer Look at Living Wills
Kennedy Estates



August 2009 Online Edition
Asset Protection: When Bootstrapping Backfires
Step Transactions Tripped Up


July 2009 Online Edition
The King of Pop's Estate
The Will of Michael Jackson


June 2009 Online Edition
Tax Reform Preview
New: The Nevada Restricted LLC and LP & Celebrity Estate Updates


May 2009 Online Edition
The Million-Dollar Estate & LLCS, Bankruptcy, Trusts


April 2009 Online Edition
Planning in Fearful Times
Shakespeare and Ben Franklin Had It Right


March 2009 Online Edition
Nevada-Nizing Asset Protection
H.R. 436 Retains Estate Tax


February 2009 Online Edition
Freeze, Squeeze & Burn Trusts
& Scam Relief for Madoff Victims


January 2009 Online Edition
Penultimate Plateau... or Pinnacle?
& Memorable Quotations


December 2008 Online Edition
The Year in Review, 2008
Plus: Estates in the News

October 2008 Online Edition
New Context for Expatriation
Plus: Newman's Own Estate


September 2008 Online Edition
Capital Gains, Real Estate, and Strategies for the FInal Frontier & Celebrity Estates



July 2008 Online Edition
of the Estate Analyst
"Mid-Year Review, 2008 &
Celebrity Estates"


May 2008 Online Edition
of the Estate Analyst
"The Series FLLC: Copasetic
Estate Planning for the 21st
Century?"


March 2008 Online Edition
of the Estate Analyst
"The Presumption of Death"


February 2008 Online Edition
of the Estate Analyst
"A Knight's Tale"

2007 Issues:

November/December 2007 WM Article,
The Year in Review, 2007: The Thrill
Ride That Wasn't
Counselor's Corner -
Update on the Credit Crunch of 2007


September/October 2007 WM Article,
"The ILIT Remixed: A Workshop
with Vincent M. D'Addona"
Counselor's Corner -
Sub Prime is the Symptom not the Illness


July/August 2007 WM Article,
"Mid-Year Developments in Estate Planning"
Counselor's Corner - Economic Discussion


May/June 2007 WM Artcle,
"The Estate Tax Remaineth"
Counselor's Corner - Economic Discussion


April 2007 WM Article,
"Lessons of the Smith Estate"
Counselor's Corner - Economic Discussion



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120 North LaSalle St. 25th Fl.
Chicago, Illinois 60602
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