Wealth Manager

Estate Analyst

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"

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