CCWM News

Articles & Publications

• Insuring Children: Sound Financial Planning or Unnecessary Expense?
  Sept. 1, 2011
• Qualified Personal Residence Trusts Enjoying Resurgence
  May 17, 2011
• Transfer Tax Provisions and How They Can Affect Your Clients' Planning
  Feb. 15, 2011
• The Benefits of Diversified Investments for Trustees
  Aug. 15, 2010
• Asset Protection: An Integral Part of Wealth Management
  June 22, 2010
• Credit Shelter Trusts and Life Insurance
  Nov. 15, 2009
• The Taxation of the Removal of Cash From, or Upon a Sale of, a Life Insurance Policy Westchester Bar Journal
  Nov. 11, 2006
• Estate and Tax Planning for Qualified Plan Assets Using Life Insurance
  Oct. 20, 2005