Resources

Content Type

Author

Year

7/2008

Ethical Considerations in Trust Planning

July 1, 2008

Tara Rao presents, Ethical Considerations in Trust Planning, Sterling Education Services, July 2008.…

6/2008

Determining True Value and Performance of Your Portfolio

June 1, 2008

Miles Padgett authors, “Determining True Value and Performance of Your Portfolio,” for Private Wealth Management Summit, June 2008…

5/2008

Technical Advice Memorandum on Foreign Trusts Owning Investment Company Stock

May 22, 2008

Several US tax provisions affect US persons who are shareholders of non-US corporations. May 22, 2008. Download…

Selected Topics in International Estate Planning (May 2008)

May 12, 2008

Andrew Stone presents “Selected Topics in International Estate Planning” at the International Estate Planning Chicago Bar Association Trust Law Subcommittee Presentation, May 12, 2008.…

4/2008

Overview of Estate Planning, Guardianship and Health Care Concerns April 2008

April 3, 2008

Tara Rao presents, Overview of Estate Planning, Guardianship and Health Care Concerns – Mission Commission Group at Alday-Donaldson Title Company, April 3, 2008.…

3/2008

Overview of Estate Planning, Guardianship and Health Care Concerns March 2008

March 26, 2008

Tara Rao presents, Overview of Estate Planning, Guardianship and Health Care Concerns – Caring Connections, March 26, 2008.…

Overview of US Tax and Reporting System

March 6, 2008

Advisers to international families should note that as of January 1 2008, adjustments have been made to the credits, exemptions, exclusions, rates and filing thresholds used to calculate US gift…

Women and Minorities in Law

March 1, 2008

Tara Rao authors Women and Minorities in Law, The Lawyer, Hillsborough County Bar Association, Vol. 18, No. 6, March 2008.…

Have You Planned for the Future?

March 1, 2008

Tara Rao authors, Estate Planning:  Have you planned for the future?, City Masala, March 2008.…

12/2007

Foreign Investment in US Real Property: Buyers Beware

December 6, 2007

US real estate brokers are seeing more sales to foreign buyers than ever before. December 6, 2007. Download…