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2012
Date Title
Winter Issue 2011, Volume 15, Number 2

Charitable Giving: UK and US Treatments Compared

- Christie's Bulletin for Professional Advisers
Type: Articles
Author(s): Jay E. Rivlin
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trusts & Estates

January 2012

Effect of Same-Sex Marriage Laws on Estate Planning

- Thompson Reuter's Estate Planning Journal
Type: Articles
Author(s): Carlyn S. McCaffrey , Nicole M. Pearl
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trust & Estate Controversy , Trusts & Estates

2011
Date Title
September 19, 2011

Traversing Diminished Capacity and Undue Influence in Estate Planning

- New York Law Journal
Type: Articles
Author(s): Jay E. Rivlin
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trusts & Estates

March 28, 2011

Most Influential Lawyers

- The National Law Journal
Type: Articles
Author(s): Carol A. Harrington , Eric Zimmerman
Practice Areas & Industries: Estate Planning , Health , Private Client , Probate , Trusts & Estates

January 2011

Arbitrating trust disputes

- STEP Journal
Type: Articles
Author(s): Lawrence Grabau , Andrew Vergunst
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trusts & Estates

January 2011

Current Issues Relating to the Use of International Financial Centres

- Practical Law Company
Type: Articles
Author(s): Martyn Gowar , Andrew Vergunst
Practice Areas & Industries: Estate Planning , International , London , Private Client , Probate , Trusts & Estates

2010
Date Title
Second Quarter 2010

When Divorce and Your Business Intersect: How to Survive a Divorce While Preserving Your Company's Lifeline

- Family Business Magazine
Type: Articles
Author(s):
Practice Areas & Industries: Corporate , Emerging Companies/Venture Financing , Estate Planning , Private Client , Probate , Trusts & Estates

February 2010

Planning for Lifetime Wealth Transfers in an Era of Lost Value – Part 2

- Estate Planning, No. 2
Type: Articles
Author(s): M. Read Moore
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trust & Estate Controversy , Trusts & Estates

January 25, 2010

Taxation of Foreign Trusts

- New York Law Journal - ALM
Type: Articles
Author(s): Henry Christensen III , Claire Murray
Practice Areas & Industries: Estate Planning , International , Private Client , Probate , Trusts & Estates

January 11, 2010

Estate Tax Fiasco

- The National Law Journal
Type: Articles
Author(s): Carol A. Harrington
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trust & Estate Controversy , Trusts & Estates

Winter 2010

'Tune Up' Your Estate Plan in Anticipation of Sweeping Changes to Estate Taxes

- Willamette Management Associates Insights
Type: Articles
Author(s): Domingo P. Such III - Tina Davis Milligan, CPA
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trust & Estate Controversy , Trusts & Estates

Spring 2010

Deductibility of Investment Advisory Expenses by Individuals Estates and Non-Grantor Trusts

- ACTEC Journal
Type: Articles
Author(s): Domingo P. Such III , Thomas P. Ward
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trusts & Estates

2010

Estate Planning for QTIP Trust Assets

- 2010 Inst. Est. Plan
Type: Articles
Author(s): M. Read Moore
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trusts & Estates

January 2010

Planning for Lifetime Wealth Transfers in an Era of Lost Value – Part 1

- Estate Planning, No. 1
Type: Articles
Author(s): M. Read Moore
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trusts & Estates

2009
Date Title
Winter 2009

In re Estate of Feinberg: When Legal Fees Consume an Estate—Restrictive Clauses Are Moot

- ACTEC Journal
Type: Articles
Author(s): Andrew D. Copans , James H. Cundiff
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trusts & Estates

2009

Chapter 15: Private Trust Companies

- Volume 43: The Forty-Third Annual Philip E. Heckerling Institute on Estate Planning
Type: Books
Author(s): Ryan M. Harding , Carol A. Harrington
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trusts & Estates

2009

Avoid the pitfalls of trust planning

- The Family Business Succession Handbook
Type: Articles
Author(s): Ryan M. Harding , Domingo P. Such III
Practice Areas & Industries: Estate Planning , Family Business Consulting Services , Private Client , Probate , Trusts & Estates

July 2009

Then and Now

- Chicago Lawyer
Type: Articles
Author(s): Quentin G. Heisler Jr.
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trusts & Estates

May 11, 2009

Profits Interests Gifts Under Section 2701: 'I Am Not a Monster'

- Tax Notes - Tax Analysts
Type: Articles
Author(s): Richard L. Dees
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trusts & Estates

May/June 2009

An Estate Planning Tune-Up

- Private Wealth
Type: Articles
Author(s): Domingo P. Such III - Tina Davis Milligan
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trusts & Estates

2008
Date Title
June 4, 2008

The Best Intentions

- Private Wealth Magazine
Type: Articles
Author(s): Neil T. Kawashima
Practice Areas & Industries: Estate Planning , Private Client , Probate , Tax Exemption , Trusts & Estates

February 2008

Blinded By Desire

- Private Wealth
Type: Articles
Author(s): David P. DeYoe
Practice Areas & Industries: Airport & Aviation , Corporate , Estate Planning , Private Client , Probate , Trusts & Estates

2008

Transferring Wealth to Parents and Siblings in a Tax-Effective Manner

- 2008 Inst. Est. Plan
Type: Articles
Author(s): M. Read Moore
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trusts & Estates

2007
Date Title
December 2007

Breaking Up May Get Even Easier To Do – Proposed GST Tax Severance Regulations

- Journal of Taxation
Type: Articles
Author(s): Carol A. Harrington , Julie K. Kwon
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trusts & Estates

December 2007

Generation-Skipping Transfer Tax

- Bureau of National Affairs, Tax Management Portfolios (Treatise)
Type: Articles
Author(s): Carol A. Harrington
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trusts & Estates

November 2007

Breaking Up is No Longer Hard to Do: Final GST Tax Qualified Sevreance Regulations

- Journal of Taxation
Type: Articles
Author(s): Carol A. Harrington , Julie K. Kwon
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trusts & Estates

October 8, 2007

Time Traveling to Strangle Strangi (And Kill the Monster Again), Part 3

- Tax Notes
Type: Articles
Author(s): Richard L. Dees
Practice Areas & Industries: Estate Planning , Pass-Throughs , Private Client , Probate , Trusts & Estates

2007

"Proposed Regulations Clarify Includability of Grantor Retained Annuity Trust in Grantor's Gross Estate."

- ACTEC Journal
Type: Articles
Author(s): David A. Herpe , Jeanette Suarez Hunter
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trusts & Estates

October 2007

"Strategies for Lifetime Tax-Effective Giving"

- Southeast Wealth Management Business
Type: Articles
Author(s): David A. Herpe
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trusts & Estates

2007

Generation-Skipping Transfer Tax

- Warren, Gorham & Lamont (Treatise)
Type: Articles
Author(s): Carol A. Harrington
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trusts & Estates

2007

The Demise of the Type III Supporting Organization

- ACTEC Journal
Type: Articles
Author(s): Neil T. Kawashima
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trusts & Estates

August 20, 2007

Time Traveling to Strangle Strangi (And Kill the Monster Again), Part 2

- Tax Notes
Type: Articles
Author(s): Richard L. Dees
Practice Areas & Industries: Estate Planning , Pass-Throughs , Private Client , Probate , Trusts & Estates

August 13, 2007

Time Traveling to Strangle Strangi (And Kill the Monster Again), Part 1

- Tax Notes
Type: Articles
Author(s): Richard L. Dees
Practice Areas & Industries: Estate Planning , Pass-Throughs , Private Client , Probate , Trusts & Estates

July 2007

New Reporting Rule for Sales to Grantor Trusts

- Advanced Planning Services
Type: Articles
Author(s): Domingo P. Such III
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trusts & Estates

January/February 2007

Pension Protection Act Adds Burdens and Taxes for Exempt Organizations

- Taxation of Exempts
Type: Articles
Author(s): Neil T. Kawashima , Robert C. Louthian III
Practice Areas & Industries: Estate Planning , Health , Private Client , Probate , Tax Exemption , Trusts & Estates

2006
Date Title
2006

Supplemental Proceedings: Will and Trust Contests, Citations, and Other Estate Litigation

- Estate Administration (Illinois) 2003 Edition, Updated 2006
Type: Articles
Author(s): David A. Baker
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trust & Estate Controversy , Trusts & Estates

2006

Chapter Title: Apportionment and Statutory Rights of Recovery

- Estate, Trust, and Guardianship Litigation 2002 Edition, Updated 2006
Type: Other
Author(s): Julie K. Kwon , Peggy A. Quinn
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trust & Estate Controversy , Trusts & Estates

2006

Chapter Title: Citations

- Estate, Trust, and Guardianship Litigation 2002 Edition, Updated 2006
Type: Other
Author(s): David A. Baker , Neil T. Kawashima
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trust & Estate Controversy , Trusts & Estates

2006

Chapter Title: Construction, Reformation, Revocation, and Modification of Wills and Trusts

- Estate, Trust, and Guardianship Litigation 2002 Edition, Updated 2006
Type: Other
Author(s): David A. Baker
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trust & Estate Controversy , Trusts & Estates

2006

Chapter Title: Contested Claims Against Decedents' Estates, Guardianship Estates, and Trusts

- Estate, Trust, and Guardianship Litigation 2002 Edition, Updated 2006
Type: Other
Author(s): David A. Baker
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trust & Estate Controversy , Trusts & Estates

2006

Chapter Title: Defending the Fiduciary

- Estate, Trust, and Guardianship Litigation 2002 Edition, Updated 2006
Type: Other
Author(s): David A. Baker
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trust & Estate Controversy , Trusts & Estates

2006

Chapter Title: Litigation in Illinois Guardianships

- Estate, Trust, and Guardianship Litigation 2002 Edition, Updated 2006
Type: Other
Author(s): David A. Baker
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trust & Estate Controversy , Trusts & Estates

2006

Chapter Title: Tax Aspects of Estate and Trust Litigation

- Estate, Trust, and Guardianship Litigation 2002 Edition, Updated 2006
Type: Other
Author(s): David A. Baker
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trust & Estate Controversy , Trusts & Estates

2006

Chapter Title: Will Contests

- Estate, Trust, and Guardianship Litigation 2002 Edition, Updated 2006
Type: Other
Author(s): David A. Baker
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trust & Estate Controversy , Trusts & Estates

April 2006

Fix-Ups of Estate Plans After They Have Become Irrevocable (With Sample Language) (Part 2)

- ALI-ABA Estate Planning Course Materials Journal
Type: Articles
Author(s): Domingo P. Such III
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trusts & Estates

February 2006

Fix-Ups of Estate Plans After They Have Become Irrevocable (With Sample Language) (Part 1)

- ALI-ABA Estate Planning Course Materials Journal
Type: Articles
Author(s): Domingo P. Such III
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trusts & Estates

2006

Statutory Rights of a Surviving Spouse

- Estate, Trust, and Guardianship Litigation
Type: Articles
Author(s): Ryan M. Harding
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trust & Estate Controversy , Trusts & Estates

2006

Advising U.S. Clients Who Own Foreign Property

- 2006 Inst. Est. Plan
Type: Articles
Author(s): M. Read Moore
Practice Areas & Industries: Estate Planning , International , Private Client , Probate , Trusts & Estates

2005
Date Title
2005

Discretionary Distributions

- IICLE Trust Administration
Type: Articles
Author(s): William J. Butler , Quentin G. Heisler Jr.
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trusts & Estates

2005

Role of Trustee

- Illinois Institute of Continuing Legal Education Trust Administration Handbook
Type: Articles
Author(s): J. Andrew P. Stone
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trust & Estate Controversy , Trusts & Estates

Summer 2005

Fix-Ups of Estate Plans After They Have Become Irrevocable

- The Audio Estate Planner
Type: Articles
Author(s): Domingo P. Such III
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trusts & Estates

Summer 2005

Fix-Ups of Estate Plans After They Have Become Irrevocable (With Sample Language) (Part 2)

- ALI-ABA The Audio Estate Planner
Type: Articles
Author(s): Domingo P. Such III
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trusts & Estates

June 2005

GRATs: On a Roll

- Trusts & Estates
Type: Articles
Author(s): Julie K. Kwon
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trusts & Estates

2004
Date Title
August 2004

Capital Trust Investment Accountants: CapTIAs

- The Capital Trust Company of Delaware newsletter
Type: Articles
Author(s): Domingo P. Such III
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trusts & Estates

July 20, 2004

Restricted Management Accounts

- Steve Leimberg's Estate Planning Newsletter
Type: Articles
Author(s): Domingo P. Such III - Trisha Hall
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trusts & Estates

June-July 2004

"Just When You Thought It Was Over...Understanding the Demand Loan Trap: The Interaction of Section 2042 and the Final Split-Dollar Regulations"

- CCH Incorporated Journal of Practical Estate Planning
Type: Articles
Author(s): Ryan M. Harding , Domingo P. Such III
Practice Areas & Industries: Estate Planning , Executive Compensation , Private Client , Probate , Split-Dollar Life Insurance , Trusts & Estates

2003
Date Title
April 2003

"Applying Valuation Strategies to IRAs"

- Distribution Advisor
Type: Articles
Author(s): Domingo P. Such III - Jeffrey R. Lauterbach, Scott J. Hamilton, and Randy A. Fox
Practice Areas & Industries: Estate Planning , Executive Compensation , Private Client , Probate , Trusts & Estates

2002
Date Title
December 2002

"Applying Valuation Strategies to IRAs"

- Distribution Advisor
Type: Articles
Author(s): Domingo P. Such III - Jeffrey R. Lauterbach, Scott J. Hamilton, and Randy A. Fox
Practice Areas & Industries: Estate Planning , Executive Compensation , Private Client , Probate , Trusts & Estates

2002

Review of “The Intermingling of Business and Family Finances in Family-Owned Business"

- FBR Commentaries
Type: Articles
Author(s): Domingo P. Such III
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trusts & Estates

2002

Apportionment & Statutory Rights of Recovery

- Estate, Trust and Guardianship Litigation
Type: Articles
Author(s): Julie K. Kwon
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trust & Estate Controversy , Trusts & Estates

2001
Date Title
December 2001

"Qualified State Tuition Programs Under IRC 529: One of the Best Ways to Save for College"

- Trusts & Estates
Type: Articles
Author(s): Domingo P. Such III - Michael D. Whitty
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trusts & Estates

2001

“Generation-Skipping Transfer Tax Planning After the 2001 Act”

- 95 J. of Tax. 3, 143
Type: Articles
Author(s): Carol A. Harrington
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trusts & Estates

2001

A Common English Guide to Estate Planning Tools: Part I-IV The Basic Basics

- FFI Practice Papers
Type: Articles
Author(s): Domingo P. Such III - Henry C. Krasnow
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trusts & Estates

January 2001

Changing Grandfathered Generation-Skipping Trusts

- 35 U. Miami Inst. on Est. Plan. 10
Type: Articles
Author(s): Carol A. Harrington
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trusts & Estates

2001

co-author

- Generation-Skipping Transfer Tax - Warren, Gorham & Lamont, 2nd ed.
Type: Books
Author(s): Carol A. Harrington
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trusts & Estates

2000
Date Title
2000

Trust Modification Prop. Regs.

- 92 J. of Tax. 4, 212
Type: Articles
Author(s): Carol A. Harrington
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trusts & Estates

Summer 2000

"co-author, ""Generation-Skipping Transfer Tax -- 1999 Developments"

- 26 ACTEC Notes 1, 45
Type: Articles
Author(s): Carol A. Harrington
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trusts & Estates

Summer 2000

Gift Tax Return Disclosure and Gift Tax Finality

- 26 ACTEC Notes 1, 30
Type: Articles
Author(s): Carol A. Harrington
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trusts & Estates

Summer 2000

“Generation-Skipping Transfer Tax--1999 Developments”

- 26 ACTEC Notes 1, 45
Type: Articles
Author(s): Carol A. Harrington
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trusts & Estates

January 2000

"co-author, ""Trust Modification Prop. Regs."

- 92 J .of Tax. 4, 212
Type: Articles
Author(s): Carol A. Harrington
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trusts & Estates

2000

Coming Soon to Your State: Community Property

- 2000 Inst. Est. Plan. 1700
Type: Articles
Author(s): M. Read Moore
Practice Areas & Industries: Estate Planning , Private Client , Probate , Trusts & Estates

2000

Drafting for Tax and Administration Issues

- American Bar Association Section of Real Property, Probate and Trust Law 2000
Type: Books
Author(s): M. Read Moore
Practice Areas & Industries: Estate Planning , International , Private Client , Probate , Trusts & Estates

McDermott Will & Emery

McDermott Will and Emery