Resources

Content Type

Author

Year

10/2010

Nuts and Bolts of Trust Mechanics

October 1, 2010

Rashad Wareh is Panelist on “Nuts and Bolts of Trust Mechanics” at International Bar Association, 2010 Annual Meeting in Vancouver, Canada…

Grantor Retained Annuity Trusts – The Basics

October 1, 2010

Miles Padgett presents, “Grantor Retained Annuity Trusts – The Basics,“ to the ABA Tax Committee Estate and Gift Program, October 2006.…

8/2010

Financial Reform Knocks on the Family Office Door

August 1, 2010

On July 21, 2010, many single family offices watched President Obama sign into law the Dodd-Frank Wall Street Reform and Consumer Protection Act (the Act). August 2010. Download…

6/2010

Uncompensated Use of Foreign Trust Property: HIRE Act Treats as Trust Distribution

June 24, 2010

The Hiring Incentives to Restore Employment (HIRE) Act, which was signed into law on March 18 2010, includes several provisions that change the rules applicable to foreign trusts and their…

5/2010

Reporting of Offshore Investments – Proposed Regulations and the HIRE Act

May 6, 2010

Offshore financial accounts and investment companies are frequently in the news these days. The Treasury Department is serious about tax enforcement on cross-border investment flows and has released proposed regulations…

What is Probate? 2010

May 1, 2010

Tara Rao authors What is Probate?, Indian Funeral Resource Book, Federation of Indian Associations of Tampa Bay, May 2010.…

4/2010

Overview of Estate Planning, Guardianship and Health Care Concerns April 2010

April 18, 2010

Tara Rao presents Overview of Estate Planning, Guardianship and Health Care Concerns – Pehchaan Tampa Bay Inc., April 18, 2010.…

3/2010

International Tax and Investment Treaties

March 1, 2010

Rashad Wareh speaks on International Tax and Investment Treaties at the International Bar Association, 15th International Wealth Transfers Practice Conference in London, England.…

2/2010

Overview of Estate Planning, Guardianship and Health Care Concerns February 2010

February 22, 2010

Tara Rao presents Overview of Estate Planning, Guardianship and Health Care Concerns – University of South Florida Law and Politics Class, February 22, 2010.…

Congress Allows Estate Tax Repeal for 2010

February 4, 2010

The new year has brought new tax law provisions that US accountants, lawyers and family advisers thought would never take effect. Congress did nothing before the end of 2009 to…