IDEAS
Feature Articles
“Asset Protection,” Lorelei Tolson, CPA/PFS, CIMA®, CFP®
“Creating True Wealth Transfer,” Kathryn Dreghorn Linden and Fredda Herz Brown, PhD
“Donor-Advised Funds: Stop Writing Checks to Charities,” Marc Horner, CIMA®, CPWA®
“Ensuring Success in Wealth Transfers: Involving and Preparing the Beneficiary,” Kathleen Burns Kingsbury, LMHC, CPCC, and James Grubman, PhD
“Planning in a Low Interest-Rate Environment,” Carol G. Kroch, Esq.
IRA Post-Mortem Considerations,” Robert S. Keebler, CPA, MST, AEP®, and Michelle L. Ward, JD, CSEP®
“Mortality Table Arbitrage in Tax Planning,” Kevin McGrath, JD
“Multi-Generational Planning,” Amelia Renkert-Thomas, JD, LLM
“Roth Conversions: Take Advantage of the Government’s Free Option,” Rex P. Macey, CIMA®, CFA®
“Special Needs Trusts Increase the Quality of Life and Preserve Entitlement Eligibility,” David J. Gordon, CIMA®, CFP®
Ethics
“Building an Ethical Practice,” Rev. Steven W. Lawler
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September/October 2010—Wealth Transfer
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