Trusts

• Be Positive About Trusts - April 2003
• Open Architecture Trusts: The Wiser Choice - August 2003
• Let There Be Light:  Its about time trust documents were written in plain English - January 2004
• In Defense of Quiet Trusts - March 2004
• Trust Companies for Family Wealth:  Build My Own? - September 2004
• Governance for Family Trusts and Trust Companies - Deciding What You Want and Buying What You Need - May 2006
• Trust Remodeling - August 2007

Taxes

• Respect for "Form" as "Substance" in U.S. Taxation of International Trusts - 1999
• Private Trust and Protector Companies:  How Much Family Control? - October 2002
• Rethinking Tax Risk - October 2003
• Keep Trusts Offshore? - December 2003
• An Introduction to U.S. Advice for Non-Residents and Non-Citizens about International Estate Planning:  Eleven Key Topics or What I Really Need to Know I Learned in 3rd Grade - June 2004
• Comments on Family Trust Company Guidance - December 2005

International

• Overview - March 2008
• Technical Advice Memorandum on Foreign Trusts Owning Investment Company Stock - May 2008
  
  
• Foreign Investment in US Real Property: Buyers Beware – December 2007
• Dispositions of US Real Property Interests by Foreign Persons - September 2006
• State Law Allows Modification of Irrevocable Trusts – September 2007
• State Law Allows Settlors to Tailor Trust Investment Objectives December 2005
• State Law Allows Settlors to Modify Trustee Duty to Inform and Report - October 2005
  
  
• Tax Deductions for Charitable Gifts – June 2007
• Government Focusing on Abusive Offshore Transactions - November 2006
• Details of New Tax Laws Applicable to Expatriates - February 2005
• Pre-residency Tax Planning and Offshore Trusts - January 2004
• Taxation of Offshore Trusts and Impact of New Lower Tax Rates – July 2003
• Reporting Deadlines Draw Near – April 2003