ACTEC Law Journal

ACTEC Law Journal (Author Index)

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AUTHOR INDEX

Abbott, Susan L. w/ Charles D. Fox, IV and Robert C. Pomeroy Ramification for Estate Planners of the Phase-Out of the Federal State Death Tax Credit: Boom, Bust or Unknown? (Volume 29, Number 1 – Summer 2003)

Abendroth, Thomas W. w/ Charles D. Fox IV Outright Does Not Always Mean Outright (Volume 32, Number 4 – Spring 2007)

Acker, Alan S. Fixing Broken Irrevocable Trusts (Volume 31, Number 3 – Winter 2005)

ACTEC Fiduciary Litigation Committee Evidentiary Issues Involving Pre-Execution Practice and Drafting (Volume 27, Number 3 – Winter 2001)

ACTEC Practice Committee State and Local Action Against Trust Mills: The Unauthorized Practice of Law (Volume 27, Number 2 – Fall 2001)

ACTEC Task Force on Circular 230 Comments of the College on Circular 230 Regulations (Volume 31, Number 1 – Summer 2005)

Akers, Stephen R. Dennis Belcher’s Little Red Book: the Wit and Wisdom of Dennis Belcher (Volume 43, Number 1 – Fall 2017)

Akers, Stephen R. w/ Philip J. Hayes Estate Planning Issues With Intra-family Loans and Notes (Volume 38, Number 2 and 3 – Fall 2012/Winter 2012)

Akers, Stephen R. Fifteen Post-Mortem Tax Planning Strategies — It’s Not Too Late to Plan Just Because Your Client Has Died (Volume 29, Number 3 – Winter 2003)

Akers, Stephen R. w/ Andrew M. Parker GRAT Strategies—Ringing the Bell at the County Fair (Volume 29, Number 2 – Fall 2003)

Alfred L. Brophy The New York Revised Statutes’ Trust Code and the Path of the Common Law (Volume 43, Number 2 – Winter 2018)

Angkatavanich, N. Todd w/ Jonathan G. Blattmachr and James R. Brockway Coming Ashore — Planning for Year 2017 Offshore Deferred Compensation Arrangements: Using Clats, Ppli and Preferred Partnerships and Consideration of the Charitable Partial Interest Rules (Volume 39, Number 1 and 2 – Spring 2013/Fall 2013)

Angkatavanich, N. Todd w/ Karen E. Yates The Preferred Partnership Grat—a Way Around the Etip Issue? (Volume 35, Number 3 – Winter 2009)

Ascher, Mark L. Helvering V. Clifford (Volume 42, Number 1 – Spring 2016)

Aucutt, Ronald D. w/ Milford B. Hatcher, Jr., T. Randolph Harris, Jennifer Jordan McCall, Carol A. Harrington and Edward F. Koren Actec Amicus Brief in Kimbell V. United States of America (Volume 30, Number 1 – Summer 2004)

Aucutt, Ronald D. w/ Milford B. Hatcher, Jr., Dennis I. Belcher, Edward F. Koren, Carlyn S. McCaffrey, and Pam H. Schneider Actec Amicus Brief in Strangi V. Commissioner of Internal Revenue (Volume 30, Number 2 – Fall 2004)

Aucutt, Ronald D. Creed or Code: the Calling of the Counselor in Advising Families (Volume 36, Number 4 – Spring 2011)

Aucutt, Ronald D. Memories of a Partner, Colleague, Servant-leader, and Friend (Volume 43, Number 1 – Fall 2017)

Aucutt, Ronald D. Reflections on Flp and Llc Cases (Volume 34, Number 2 – Fall 2008)

Aucutt, Ronald D. The “2% Floor:” Grows Up – a Biography of Legislation, Litigation, and Regulations (Volume 33, Number 4 – Spring 2008)

Aucutt, Ronald D. The Calling of the Counselor in Counseling Families, Part 2 (Volume 48, Number 3 – Summer 2023)

Ausness, Richard C. My Response to Beyer and Bove (Volume 43, Number 3 – Spring 2018)

Ausness, Richard C. Planned Parenthood: Adult Adoption and the Right of Adoptees to Inherit (Volume 41, Number 2 and 3 – Fall 2015 / Winter 2016)

Ayres, Ian w/ Edward Fox Strengthening the Passivity Default (Volume 44, Number 3 – Summer 2019)

Ballsun, Kathryn A. w/ Patrick J. Collins and Dieter Jurkat Evidencing Care, Skill and Caution in the Management of Ilits (Part 3 of 4) (Volume 32, Number 2 – Fall 2006)

Ballsun, Kathryn A. w/ Patrick J. Collins and Dieter Jurkat Ilit Asset Management: the Written Investment Policy Statement (Part 4 of 4) (Volume 32, Number 3 – Winter 2006)

Ballsun, Kathryn A. w/ Patrick J. Collins and Dieter Jurkat Standards of Prudence and Management of the Insurance Portfolio (Part 2 of 4) (Volume 32, Number 1 – Summer 2006)

Ballsun, Kathryn A. w/ Patrick J. Collins and Dieter Jurkat Trustee Administration of Life Insurance (Part 1 of 4) (Volume 31, Number 4 – Spring 2006)

Baltuch, Daniel Estate Tax Deductions for Interest Paid on Loans Taken in Order to Pay Estate Taxes (Volume 37, Number 3 – Winter 2011)

Bannen, John T. No Lapse Guarantee Life Insurance Policies: the Answer to an Insured’s Prayer or a Fiduciary Nightmare? (Volume 30, Number 4 – Spring 2005)

Bannon, Alexandra Laboutin Use of an Initial Environmental Screening Checklist for Intake of Decedents’ Estates and Trusts (Volume 27, Number 2 – Fall 2001)

Barker, Michael H. w/ William I. Sanderson Foreword to the 2016 Joseph Trachtman Memorial Lecture (Volume 43, Number 1 – Fall 2017)

Bart, Susan T. Saving for Education: Creating Educational Dynasty Trusts Using 529 Plans (Volume 40, Number 2 and 3 – Fall/Winter 2014)

Bart, Susan T. w/ Lyman W. Welch State Statutes on Virtual Representation—a New State Survey (Volume 35, Number 4 – Spring 2010)

Bart, Susan T. The Best of Both Worlds: Using a Trust to Make Your 529 Savings Accounts Rock (Volume 34, Number 3 – Winter 2008)

Barton, Robert Just Say No: Reasons States Have Not Adopted the UTC (Volume 45, Number 1 – Fall 2019)

Bekman, Svetlana V. Ira Administration for High Net Worth Clients and Their Beneficiaries—unique Challenges and Best Practices for Financial Institutions (Volume 39, Number 3 – Winter 2013)

Belcher, Dennis I. 2016 Joseph Trachtman Memorial Lecture, March 19, 2016: Do We Need a Canary or Did the Canary Stop Singing and We Missed It? (Volume 43, Number 1 – Fall 2017)

Belcher, Dennis I. w/ Milford B. Hatcher, Jr., Ronald D. Aucutt, Edward F. Koren, Carlyn S. McCaffrey, and Pam H. Schneider Actec Amicus Brief in Strangi V. Commissioner of Internal Revenue (Volume 30, Number 2 – Fall 2004)

Belcher, Dennis I. Outside the Box on Estate Tax Reform: Reviewing Ideas to Simplify Planning (Volume 43, Number 1 – Fall 2017)

Belcher, Dennis I. w/ Kristen Frances Hager United States V. Estate of Grace (Volume 42, Number 1 – Spring 2016)

Berke, David Family Values: an Evaluation of Internal Revenue Code Sections 2703 and 2704(B) (Volume 41, Number 1 – Spring 2015)

Berry, Turney P. w/ Paul S. Lee and Martin Hall Innovative Clat Structures: Providing Economic Efficiencies to a Wealth Transfer Workhorse (Volume 37, Number 1 – Summer 2011)

Berry, Turney P. w/ David M. English and Dana G. Fitzsimons, Jr. Longmeyer Exposes (or Creates) Uncertainty About the Duty to Inform Remainder Beneficiaries of a Revocable Trust (Volume 35, Number 2 – Fall 2009)

Beth Sterner w/ Danaya C. Wright Response to Professor Horton, Mr. James Pressly and Mr. J. Grier Pressly (Volume 43, Number 2 – Winter 2018)

Beyer, Gerry W. A Safe Harbor in the Medicaid Adventure: Lady Bird and Transfer on Death Deeds (Volume 46, Number 1 – Fall 2020)

Beyer, Gerry W. Reactions to Discretionary Trusts: an Update by Richard C. Ausness (Volume 43, Number 3 – Spring 2018)

Blattmachr, Jonathan G. w/ Mitchell M. Gans and Alvina H. Lo A Beneficiary as Trust Owner: Decoding Section 678 (Volume 35, Number 2 – Fall 2009)

Blattmachr, Jonathan G. w/ N. Todd Angkatavanich and James R. Brockway Coming Ashore — Planning for Year 2017 Offshore Deferred Compensation Arrangements: Using Clats, Ppli and Preferred Partnerships and Consideration of the Charitable Partial Interest Rules (Volume 39, Number 1 and 2 – Spring 2013/Fall 2013)

Blattmachr, Jonathan G. w/ Madeline J. Rivlin Commissioner V. Estate of Bosch (Volume 42, Number 1 – Spring 2016)

Blattmachr, Jonathan G. w/ Bridget J. Crawford Estate Planning for Cannabis Business Owners: an Introduction (Volume 47, Number 1 – Fall 2021)

Blattmachr, Jonathan G. w/ Mitchell M. Gans Family Limited Partnerships and Section 2036: Not Such a Good Fit (Volume 42, Number 3 – Winter 2017)

Blattmachr, Jonathan G. w/ Martin M. Shenkman Flexible Beneficiary Trusts: Reducing Income Tax on Non-grantor Trusts (Volume 47, Number 2 and 3 – Spring / Summer 2022)

Blattmachr, Jonathan G. Looking Back and Looking Ahead: Preparing Your Practice for the Future: Do Not Get Behind the Change Curve (Volume 36, Number 1 – Summer 2010)

Blattmachr, Jonathan G. w/ Diana S. C. Zeydel and Mitchell M. Gans New Penalties on Appraisers and Related Valuation Worries Spawned by the Pension Protection Act of 2006 (Volume 32, Number 4 – Spring 2007)

Blattmachr, Jonathan G. w/ Michael L. Graham Planning for the HIPAA Privacy Rule (Volume 29, Number 4 – Spring 2004)

Blattmachr, Jonathan G. w/ Mitchell M. Gans and Elisabeth O. Madden Proposed Tax Return Preparer Penalty Regulations: a Comparison With Existing Guidance (Volume 34, Number 2 – Fall 2008)

Blattmachr, Jonathan G. Reducing Estate and Trust Litigation Through Disclosure, in Terrorem Clauses, Mediation and Arbitration (Volume 36, Number 3 – Winter 2010)

Boring, James L. Deduction of Trust Expenses for Outside Investment Advisory Fees (Volume 29, Number 2 – Fall 2003)

Boring, James L. w/ Richard R. Gans, Meghan E. Gearhart, Nancy Schmidt Roush, and Susan B. Slater-Jansen Protection of Inherited Iras (Volume 36, Number 3 – Winter 2010)

Bove, Alexander A. Jr. The Case Against the Trust Protector (Volume 37, Number 1 – Summer 2011)

Bove, Alexander A. Jr. Using the Power of Appointment to Protect Assets—more Power Than You Ever Imagined (Volume 36, Number 2 – Fall 2010)

Bove, Alexander A., Jr. Commentary on Discretionary Trusts: an Update by Richard C. Ausness (Volume 43, Number 3 – Spring 2018)

Bove, Alexander A., Jr. The Letter of Wishes: Can We Influence Discretion in Discretionary Trusts? (Volume 35, Number 1 – Summer 2009)

Bove, Alexander A., Jr. w/ Melissa Langa The Perpetual Business Purpose Trust: the Business Planning Vehicle for the Future, Starting Now (Volume 47, Number 1 – Fall 2021)

Bowman, Scott Andrew Mccord V. Commissioner: Defined Value Clauses Redefined? (Volume 33, Number 2 – Winter 2007)

Boxx, Karen E. w/ Philip N. Jones Janus as a Client: Ethical Obligations When Your Client Plays Two Roles in One Fiduciary Estate (Volume 44, Number 3 – Summer 2019)

Boyle, F. Ladson w/ S. Alan Medlin and Howard M. Zaritsky Construing Wills and Trusts During the Estate Tax Hiatus in 2010 (Volume 36, Number 2 – Fall 2010)

Bramwell, Austin w/ Sean R. Weissbart The Dueling Transferors Problem in Generation-skipping Transfer Taxation (Volume 41, Number 1 – Spring 2015)

Brand, Steve A. Results from the Annual Meeting Questionnaire (Volume 27, Number 1 – Summer 2001)

Breslow, Michael A. w/ Glenn G. Fox, Raj A. Malviya, and Kevin L. Shepherd Joining the Global Community in the Fight Against Financial Secrecy: Congress Enacts the Corporate Transparency Act to Mandate Beneficial Ownership Reporting in the United States (Volume 48, Number 1 – Fall 2022)

Brew, Gerard G. Trusts in Guardianship: Using “family Freeze” Agreements to Resolve Disputes (Volume 46, Number 1 – Fall 2020)

Bridget J. Crawford Foreword — Change Is Constant in Estate Planning: Reflections of an Actec Law Journal Editor (Volume 43, Number 2 – Winter 2018)

Brockway, James R. w/ N. Todd Angkatavanich and Jonathan G. Blattmachr Coming Ashore — Planning for Year 2017 Offshore Deferred Compensation Arrangements: Using Clats, Ppli and Preferred Partnerships and Consideration of the Charitable Partial Interest Rules (Volume 39, Number 1 and 2 – Spring 2013/Fall 2013)

Brooks, Trace Incorporating Social Justice and Environmental Sustainability into Estate Planning Through Conservation Easements (Volume 49, Number 1 – Fall 2023)

Brooks, Trace w/ Jeffrey L. Carson Of Privacy and Publicity: Symbiotic Rights (or Wellspring of Obfuscation) (Volume 48, Number 1 – Fall 2022)

Brucken, Robert M. Creditor Rights in Nonprobate Assets (Volume 31, Number 3 – Winter 2005)

Brucken, Robert M. Non-Court Administration of Estates Now Available in Two-Thirds of the States (Volume 27, Number 3 – Winter 2001)

Budin, Beverly R. Section 529 Plans: What They Are and Who Should Use Them (Volume 28, Number 4 – Spring 2003)

Burford, William R. w/ Jonathan C. Lurie Drafting Flexible Irrevocable Trusts (Volume 33, Number 1 – Summer 2007)

Byer, Jonathan C. w/ Ronni G. Davidowitz United States V. Byrum (Volume 42, Number 1 – Spring 2016)

C. Raymond Radigan w/ Jennifer F. Hillman A Comment on Modernizing New York Trust Law (Volume 43, Number 2 – Winter 2018)

Cahn, Naomi Changing Demographics, Elder Law, and Trusts and Estates (Volume 46, Number 1 – Fall 2020)

Cahn, Naomi R. Functional Siblings, Donor-conceived People – and Intestacy (Volume 48, Number 1 – Fall 2022)

Cain, Patricia A. Marvin Claims at Death (Volume 49, Number 1 – Fall 2023)

Calvert, Jake w/ Dominic J. Campisi and Evan D. Winet Undue Influence: the Gap Between Current Law and Scientific Approaches to Decision-making and Persuasion (Volume 43, Number 3 – Spring 2018)

Campbell, John L. w/ Michael J. Stegman Confronting the New Expatriation Tax: Advice for the U.s. Green Card Holder (Volume 35, Number 3 – Winter 2009)

Campisi, Dominic J. w/ Claudia Lowder and Naznin Bomi Challa Heirs in the Freezer Bronze Age Biology Confronts Biotechnology (Volume 36, Number 1 – Summer 2010)

Campisi, Dominic J. w/ Evan D. Winet and Jake Calvert Undue Influence: the Gap Between Current Law and Scientific Approaches to Decision-making and Persuasion (Volume 43, Number 3 – Spring 2018)

Carla Spivack Trust Flexibility and the Role of Courts in Limiting Property Forms (Volume 43, Number 2 – Winter 2018)

Carpenter, Benjamin C. Sex Post Facto: Advising Clients Regarding Posthumous Conception (Volume 38, Number 2 and 3 – Fall 2012/Winter 2012)

Carson, Jeffrey L. w/ Trace Brooks Of Privacy and Publicity: Symbiotic Rights (or Wellspring of Obfuscation) (Volume 48, Number 1 – Fall 2022)

Carson, Jeffrey L. w/ Brook H. Lester Serving the Greater Good: Ethical Considerations in Representation of the Older Population (Volume 46, Number 1 – Fall 2020)

Caverly, Kristen E. Commissioner V. Estate of Hubert (Volume 42, Number 1 – Spring 2016)

Chaffee, Eric C. Common Law Business Trusts, Anonymity, and Inclusion (Volume 48, Number 1 – Fall 2022)

Challa, Naznin Bomi w/ Dominic J. Campisi and Claudia Lowder Heirs in the Freezer Bronze Age Biology Confronts Biotechnology (Volume 36, Number 1 – Summer 2010)

Chan, Ho Fai w/ Bridget J. Crawford, Tina Cockburn, Kelly Purser, Stephen Whyte & Uwe Dulleck How Gender and Other Identity Factors Influence Attitudes Toward Will Making: Lessons from Australia (Volume 49, Number 1 – Fall 2023)

Chester, Ronald The Life and Death of the Ipswich Grammar School Trust: Is Enduring Dead Hand Control Possible? (Volume 39, Number 1 and 2 – Spring 2013/Fall 2013)

Choate, Natalie B. Trust as Beneficiary of Retirement Plan: Why Boilerplate Doesn’t Work (Volume 29, Number 4 – Spring 2004)

Choate, Natalie B. Final Minimum Distribution Regulations: Selected Issues (Volume 28, Number 3 – Winter 2002)

Chorney, Marc A. Gst Qualified Severance Regulations: Final and Proposed (Volume 33, Number 2 – Winter 2007)

Christensen, Henry, III Application to Lawyers of Current Anti-money Laundering Rules Adopted by the Financial Action Task Force on Money Laundering (Fatf) and the United States Government: Recommendations of Good Practices for Actec Fellows (Volume 31, Number 4 – Spring 2006)

Cline, Christopher P. The Fault, Dear Brutus, Is Not in Our Stars, but in Ourselves. Some Thoughts on the Estate Planning Profession (Volume 33, Number 1 – Summer 2007)

Cockburn , Tina w/ Bridget J. Crawford, Kelly Purser, Ho Fai Chan, Stephen Whyte & Uwe Dulleck How Gender and Other Identity Factors Influence Attitudes Toward Will Making: Lessons from Australia (Volume 49, Number 1 – Fall 2023)

Cohn, Jenna M. w/ Sharon L. Klein The Post-mortem Right of Publicity: Defining It, Valuing It, Defending It and Planning for It (Volume 48, Number 1 – Fall 2022)

Cohn, Michael D. Using Options as a Tool to Protect Assets, Increase Investment Income, and Improve Risk Reward Ratios (Volume 31, Number 1 – Summer 2005)

Coleman, Virginia F. Preserving the “Designated Beneficiary” If a Trust Is Named As Beneficiary of a Qualified Plan or IRA (Volume 28, Number 3 – Winter 2002)

Collier, Charles W. A “Family Systems” Approach to the Estate Planning Process (Volume 30, Number 2 – Fall 2004)

Collins, Patrick J. w/ Kathryn A. Ballsun and Dieter Jurkat Evidencing Care, Skill and Caution in the Management of Ilits (Part 3 of 4) (Volume 32, Number 2 – Fall 2006)

Collins, Patrick J. Hedge Funds: A Critical Examination (Volume 28, Number 1 – Summer 2002)

Collins, Patrick J. w/ Kathryn A. Ballsun and Dieter Jurkat Ilit Asset Management: the Written Investment Policy Statement (Part 4 of 4) (Volume 32, Number 3 – Winter 2006)

Collins, Patrick J. Municipal Bonds: Tax Free Income Vs. Trustee Obligation Avoid Unwarranted Costs (Volume 33, Number 2 – Winter 2007)

Collins, Patrick J. w/ Josh Stampfli Promises and Pitfalls of Total Return Trusts (Volume 27, Number 3 – Winter 2001)

Collins, Patrick J. w/ Kathryn A. Ballsun and Dieter Jurkat Standards of Prudence and Management of the Insurance Portfolio (Part 2 of 4) (Volume 32, Number 1 – Summer 2006)

Collins, Patrick J. Tax-Motivated Life Insurance: An Exciting and Helpful Tool (Volume 29, Number 2 – Fall 2003)

Collins, Patrick J. w/ Kathryn A. Ballsun and Dieter Jurkat Trustee Administration of Life Insurance (Part 1 of 4) (Volume 31, Number 4 – Spring 2006)

Cooper, Jeffrey A. Dead Hand Investing: the Enforceability of Trust Investment Directives (Volume 37, Number 3 – Winter 2011)

Cooper, Jeffrey A. Death by Deduction: Section 2058 and the Decline of State Death Taxes (Volume 48, Number 2 – Spring 2023)

Cooper, Jeffrey A. Foreword: Twenty Years of the Uniform Trust Code (Volume 45, Number 1 – Fall 2019)

Cooper, Jeffrey A. In Defense of Friedman: a Reply to Professor Guzman (Volume 42, Number 2 – Fall 2016)

Cooper, Jeffrey A. Rethinking the Estate Planning Curriculum (Volume 46, Number 1 – Fall 2020)

Copans, Andrew D. w/ James H. Cundiff In Re Estate of Feinberg: When Legal Fees Consume an Estate—restrictive Clauses Are Moot (Volume 35, Number 3 – Winter 2009)

Crawford, Bridget J. w/ Jonathan G. Blattmachr Estate Planning for Cannabis Business Owners: an Introduction (Volume 47, Number 1 – Fall 2021)

Crawford, Bridget J. Foreword — Festschrift in Memory of Dennis I. Belcher (Volume 43, Number 1 – Fall 2017)

Crawford, Bridget J. Foreword – the Supreme Court’s Estate Planning Jurisprudence (Volume 42, Number 1 – Spring 2016)

Crawford, Bridget J. w/ Tina Cockburn, Kelly Purser, Ho Fai Chan, Stephen Whyte & Uwe Dulleck How Gender and Other Identity Factors Influence Attitudes Toward Will Making: Lessons from Australia (Volume 49, Number 1 – Fall 2023)

Crawford, George Universities, Foundations, and Pensions Consider Hedge Funds (Volume 29, Number 3 – Winter 2003)

Cressman, Tye J. Privacy in Plain Sight: How Blockchain Assets and Decentralized Technology Can Increase Privacy in Inheritance (Volume 48, Number 1 – Fall 2022)

Culp, William R., Jr. w/ Paul M. Hattenhauer and Briani Bennett Mellen The Tax And Practical Aspects Of The Installment Sale To A Spousal Grantor Trust (Volume 44, Number 1 – Winter 2019)

Cummings, Jasper L., Jr. The Four Horsemen and Estate Taxation (Volume 42, Number 1 – Spring 2016)

Cundiff, James H. w/ Andrew D. Copans In Re Estate of Feinberg: When Legal Fees Consume an Estate—restrictive Clauses Are Moot (Volume 35, Number 3 – Winter 2009)

Daily, Robert Deducting Family Office Investment Expenses After Lender (Volume 45, Number 3 – Spring/Summer 2020)

Damerow, Adam M. w/ Charles D. Fox IV The Actec State Death Tax Chart—still Going Strong After Seven Years (Volume 35, Number 1 – Summer 2009)

Danaya C. Wright w/ Beth Sterner Response to Professor Horton, Mr. James Pressly and Mr. J. Grier Pressly (Volume 43, Number 2 – Winter 2018)

Daniel, Darla L. Alternative Dispute Resolution and the Uniform Trust Code — Colorado’s Approach (Volume 45, Number 1 – Fall 2019)

David Horton Intestacy, Wills, and Intent: a Short Comment on Wright & Sterner (Volume 43, Number 2 – Winter 2018)

Davidowitz, Ronni G. w/ Jonathan C. Byer United States V. Byrum (Volume 42, Number 1 – Spring 2016)

Davidson, Camille M. To My Children in Equal Shares: The Flaw of Estate Planning When Property is Devised to Beneficiaries As Tenants in Common (Volume 47, Number 2 and 3 – Spring / Summer 2022)

Deener, Jerome A. Hackl Debacle: Are the Annual Exclusion and Discounts Mutually Exclusive for Gifts of Closely-Held Business Interests? (Volume 28, Number 2 – Fall 2002)

D’Elia, Christina Ciaramella, Esq Dependent Disclaimers – Who Wields the Power? (Volume 42, Number 2 – Fall 2016)

DiRusso, Alyssa A. A Critical Analysis of the Law of Death, Marriage, and Wealth (Volume 49, Number 1 – Fall 2023)

DiRusso, Alyssa A. Elder Law: Introduction (Volume 46, Number 1 – Fall 2020)

Dirusso, Alyssa A. w/ Timothy J. Mcfarlin Identity Appropriation and Wealth Transfer: Twain, Cord, and the Post-mortem Right of Publicity (Volume 48, Number 1 – Fall 2022)

DiRusso, Alyssa A. Modernizing Trusts and Estates: Introduction (Volume 47, Number 1 – Fall 2021)

DiRusso, Alyssa A. The Generation-skipping Transfer Tax and Sociological Shifts in Generational Length: Proposing a Generationinflation Index for Taxation (Volume 41, Number 2 and 3 – Fall 2015 / Winter 2016)

Distler, Jodie Re-considering Undue Influence In The Digital Era (Volume 44, Number 1 – Winter 2019)

Ditelberg, Jane Am I My Brother’s Keeper: Willful Misconduct And The Directed Trustee Under The Uniform Directed Trust Act (Volume 44, Number 2 – Spring 2019)

Ditelberg, Jane G. The Prudent Investor Rule Past, Present and Future: a View From Illinois (Volume 45, Number 1 – Fall 2019)

Ditelberg, Jane Gorham Investing in and for the Future: ESG Investing for Trust Assets Under the Prudent Investor Rule (Volume 47, Number 1 – Fall 2021)

Dobris, Joel C. A Letter About Investing to a New Foundation Trustee, With Some Focus on Socially Responsible Investing (Volume 34, Number 4 – Spring 2009)

Donaldson, Samuel A. A Hitchhiker’s Guide to International Estate Planning: Estate Planning for United States Citizens With Assets Abroad and for Nonresidents With United States Assets (Volume 33, Number 4 – Spring 2008)

Donaldson, Samuel A. Helvering V. Safe Deposit & Trust Co. (Volume 42, Number 1 – Spring 2016)

Dulleck, Uwe w/ Bridget J. Crawford, Tina Cockburn, Kelly Purser, Ho Fai Chan & Stephen Whyte How Gender and Other Identity Factors Influence Attitudes Toward Will Making: Lessons from Australia (Volume 49, Number 1 – Fall 2023)

Duncan, Cynthia A. w/ John R. Jones, Jr. and James D. Spratt, Jr. Mccord to Holman—five Years of Value Judgments (Volume 34, Number 4 – Spring 2009)

Duncan, John P.C. w/ Anita M. Sarafa Achieve the Promise—and Limit the Risk—of Multi-participant Trusts (Volume 36, Number 4 – Spring 2011)

Dunn, Deborah V. w/ Domingo P. Such, III Fidelity-philadelphia Trust Co. V. Smith (Volume 42, Number 1 – Spring 2016)

Dussault, William L. E. Planning for Disability (Volume 33, Number 1 – Summer 2007)

E. Gary Spitko “undemocratic” Trusts and the Numerus Clausus Principle (Volume 43, Number 2 – Winter 2018)

Eastland, S. Stacy New Tax Court Cases: Developments in Planning with Family Limited Partnerships (Volume 29, Number 2 – Fall 2003)

Edgar, John P. Who is a Qualified Beneficiary? (Volume 45, Number 1 – Fall 2019)

Elder, Jackie w/ Fredrick E. Vars The Ultimate Gift Horse: Modernizing the UPC on Advancements to Avoid Unintended Redistributions (Volume 47, Number 1 – Fall 2021)

English, David Covid-19 and Its Impact on America’s Retirement System (Volume 46, Number 1 – Fall 2020)

English, David M. Income Tax Planning for Long-Term Care (Volume 28, Number 1 – Summer 2002)

English, David M. w/ Turney P. Berry and Dana G. Fitzsimons, Jr. Longmeyer Exposes (or Creates) Uncertainty About the Duty to Inform Remainder Beneficiaries of a Revocable Trust (Volume 35, Number 2 – Fall 2009)

Eric Fischer w/ N. Todd Angkatavanich and James I. Dougherty Et Tu (a)(2)? Blattmachr & Gans Dismantle Tax Court’s Powell Analysis (Volume 43, Number 2 – Winter 2018)

F. Philip Manns, Jr. Powers of Attorney Under the Uniform Power of Attorney Act Including Reference to Virginia Law (Volume 43, Number 2 – Winter 2018)

Fanzlaw, Amy J. Decanting Snts: Preserving Ssi Eligibility by Avoiding Early Termination Policy (Volume 46, Number 1 – Fall 2020)

Farmer, Abigail J. w/ Cory Elizabeth Tyszka Virtual Currency Estate Planning, Bit by Bit (Volume 40, Number 2 and 3 – Fall/Winter 2014)

Fein, Danny A Defense of Perpetual Trusts (Volume 47, Number 2 and 3 – Spring / Summer 2022)

Fellows, Mary Louise The 2003 Annual Joseph Trachtman Memorial Lecture — From Beowulf to Bush: Lurking Tax Monsters (Volume 29, Number 3 – Winter 2003)

Fellows, Mary Louise w/ Thomas P. Gallanis The Uniform Probate Code’s New Intestacy and Class Gift Provisions (Volume 46, Number 2 – Spring 2021)

Fiduciary Matters Subcommittee of the ACTEC Practice Committee What It Means to Be a Trustee: a Guide for Clients (Volume 31, Number 1 – Summer 2005)

Finestone, William Charitable Gift Annuities (Volume 29, Number 1 – Summer 2003)

Fiore, Owen G. Coping with Continuing Uncertainty in FLP/LLC-Based Valuation Discount Strategies (Volume 27, Number 3 – Winter 2001)

Fisher, Laura A. w/ Bryon W. Harmon The Prudence Of Passivity: An Argument For Default Passive Management In Trust Investing (Volume 44, Number 2 – Spring 2019)

Fitzsimons, Dana G., Jr. In Memoriam Dennis Belcher: Lessons I Learned at the Feet of the Master (Volume 43, Number 1 – Fall 2017)

Fitzsimons, Dana G., Jr. w/ Turney P. Berry and David M. English Longmeyer Exposes (or Creates) Uncertainty About the Duty to Inform Remainder Beneficiaries of a Revocable Trust (Volume 35, Number 2 – Fall 2009)

Fogel, Bradley E.S. Scylla and Charybdis Attack: Using Trusts for Medicaid Planning and Non-medicaid Asset Protection (Volume 35, Number 1 – Summer 2009)

Fox, Charles D. (Skip), IV Dennis Belcher (Volume 43, Number 1 – Fall 2017)

Fox, Charles D. (Skip), IV w/ Thomas W. Abendroth Outright Does Not Always Mean Outright (Volume 32, Number 4 – Spring 2007)

Fox, Charles D. (Skip), IV w/ Robert C. Pomeroy and Susan L. Abbott Ramification for Estate Planners of the Phase-Out of the Federal State Death Tax Credit: Boom, Bust or Unknown? (Volume 29, Number 1 – Summer 2003)

Fox, Charles D. (Skip), IV w/ Adam M. Damerow The Actec State Death Tax Chart—still Going Strong After Seven Years (Volume 35, Number 1 – Summer 2009)

Fox, Edward w/ Ian Ayres Strengthening the Passivity Default (Volume 44, Number 3 – Summer 2019)

Fox, Glenn G. w/ Raj A. Malviya, Michael A. Breslow, and Kevin L. Shepherd Joining the Global Community in the Fight Against Financial Secrecy: Congress Enacts the Corporate Transparency Act to Mandate Beneficial Ownership Reporting in the United States (Volume 48, Number 1 – Fall 2022)

Franke, Fred Asset Protection and Tenancy by the Entirety (Volume 34, Number 4 – Spring 2009)

Franke, Fred w/ Anna Katherine Moody The Terms of the Trust: Extrinsic Evidence of Settlor Intent (Volume 40, Number 1 – Spring 2014)

Franke, Frederick R., Jr. Resisting the Contractarian Insurgency: the Uniform Trust Code, Fiduciary Duty, and Good Faith in Contract (Volume 36, Number 3 – Winter 2010)

Franklin, Richard S. w/ Jennifer A. Birchfield Goode The Intermediary Clat Alternative to the Residuary Estate Family Foundation Gift (Volume 39, Number 3 – Winter 2013)

Franklin, Terrence M. Black Deaths Should Matter, Too!: Estate Planning as a Tool for Antiracists (Volume 47, Number 1 – Fall 2021)

Frolik, Lawrence A. Appropriate Housing for Older Clients (Volume 46, Number 1 – Fall 2020)

Gage, David w/ John Gromala and Edward Kopf Successor Partners: Gifting or Transferring a Business or Real Property to the Next Generation (Volume 30, Number 3 – Winter 2004)

Gallanis, Thomas P. The Dark Side of Codification (Volume 45, Number 1 – Fall 2019)

Gallanis, Thomas P. The U.s. Supreme Court and the Law of Trusts and Estates: a Law Reformer’s Perspective (Volume 42, Number 1 – Spring 2016)

Gallanis, Thomas P. w/ Mary Louise Fellows The Uniform Probate Code’s New Intestacy and Class Gift Provisions (Volume 46, Number 2 – Spring 2021)

Gallant, Keith Bradoc Paying for Long-Term Care: Alternatives to Medicaid (Volume 28, Number 1 – Summer 2002)

Gallant, Keith Bradoc w/ Robert B. Wolf and Marilyn J. Maag The Physician Orders for Life-sustaining Treatment (Polst) Coming Soon to a Health Care Community Near You (Volume 40, Number 1 – Spring 2014)

Gallo, Jon w/ Richard Kagan A Short, Practical Private Placement Life Insurance Primer: or Why Estate Planners Need to Understand Things Like Facultative Reinsurance (Volume 37, Number 1 – Summer 2011)

Gans, Mitchell M. w/ Jonathan G. Blattmachr and Alvina H. Lo A Beneficiary as Trust Owner: Decoding Section 678 (Volume 35, Number 2 – Fall 2009)

Gans, Mitchell M. w/ Jonathan G. Blattmachr Family Limited Partnerships and Section 2036: Not Such a Good Fit (Volume 42, Number 3 – Winter 2017)

Gans, Mitchell M. w/ Diana S. C. Zeydel and Jonathan G. Blattmachr New Penalties on Appraisers and Related Valuation Worries Spawned by the Pension Protection Act of 2006 (Volume 32, Number 4 – Spring 2007)

Gans, Mitchell M. Progressive Taxation and a Conservative Supreme Court: Reading the Tea Leaves (Volume 47, Number 2 and 3 – Spring / Summer 2022)

Gans, Mitchell M. w/ Jonathan G. Blattmachr and Elisabeth O. Madden Proposed Tax Return Preparer Penalty Regulations: a Comparison With Existing Guidance (Volume 34, Number 2 – Fall 2008)

Gans, Richard R. w/ James L. Boring, Meghan E. Gearhart, Nancy Schmidt Roush, and Susan B. Slater-Jansen Protection of Inherited Iras (Volume 36, Number 3 – Winter 2010)

Gary, Susan N. Revisions to the Uniform Management of Institutional Funds Act (Volume 30, Number 3 – Winter 2004)

Gary, Susan N. The Need for a New Type of Purpose Trust, the Stewardship Trust (Volume 45, Number 1 – Fall 2019)

Gary, Susan N. We Are Family: the Definition of Parent and Child for Succession Purposes (Volume 34, Number 3 – Winter 2008)

Gates, William H., Sr. The 2002 Annual Joseph Trachtman Memorial Lecture: Some Thoughts on Philanthropy and Net Worth (Volume 28, Number 2 – Fall 2002)

Gearhart, Meghan E. w/ James L. Boring, Richard R. Gans, Nancy Schmidt Roush, and Susan B. Slater-Jansen Protection of Inherited Iras (Volume 36, Number 3 – Winter 2010)

Ghassomian, Kevin R. Eliminate State Tax on Trust Income: a Comprehensive Update on Planning With Incomplete Gift Non-grantor Trusts (Volume 39, Number 3 – Winter 2013)

Gilman, Sheldon G. Representing Husbands and Wives: New Developments (Volume 28, Number 4 – Spring 2003)

Goffe, Wendy S. Estate Planning for the Unmarried Couple/non-traditional Family (Volume 31, Number 3 – Winter 2005)

Goffe, Wendy S. Keeping the Cabin in the Family: a Guide to Joint Ownership and Use (Volume 31, Number 2 – Fall 2005)

Golden, Alvin J. It Should Not Be This Hard: a Look at Trusts as Beneficiaries of Retirement Benefits (Volume 36, Number 2 – Fall 2010)

Golden, Alvin J. Total Return Unitrusts: Is This a Solution in Search of a Problem? (Volume 28, Number 2 – Fall 2002)

Goldman, Robert W. w/ Bridget A. Logstrom and Bruce M. Stone Resolving Disputes With Ease and Grace (Volume 31, Number 3 – Winter 2005)

Goode, Jennifer A. Birchfield w/ Richard S. Franklin The Intermediary Clat Alternative to the Residuary Estate Family Foundation Gift (Volume 39, Number 3 – Winter 2013)

Goralewicz, Richard J. Et Tu Counselor? Fiduciary’s Attorneys’ Ethical Duty to the Vulnerable (Volume 46, Number 1 – Fall 2020)

Gough, Ashleigh Going the Distance: How Increased Client Contact Can Benefit Clients and Their Attorneys (Volume 46, Number 1 – Fall 2020)

Graham, Michael L. w/ Jonathan G. Blattmachr Planning for the HIPAA Privacy Rule (Volume 29, Number 4 – Spring 2004)

Granski, Edmund W., Jr. w/ Milap A. Nowrangi Medical and Legal Implications of Impaired Financial Capacity in Aging and Dementia (Volume 46, Number 1 – Fall 2020)

Grassi, Sebastian V., Jr. 28 Rules for Gst Tax Planning With Marital Deduction Trusts (Volume 30, Number 3 – Winter 2004)

Grassi, Sebastian V., Jr. A Summary, Checklist, and Chart of Marital Deduction Formulas for Attorneys (Volume 30, Number 1 – Summer 2004)

Grassi, Sebastian V., Jr. Drafting a Flexible Irrevocable Life Insurance Trust (Volume 31, Number 3 – Winter 2005)

Grassi, Sebastian V., Jr. Drafting the Marital Deduction Disclaimer Trust (Volume 27, Number 4 – Spring 2002)

Grassi, Sebastian V., Jr. Estate Planning With Qtip Trusts After the 2001 Tax Act (Volume 30, Number 2 – Fall 2004)

Grassi, Sebastian V., Jr. Selected Issues in Drafting the Irrevocable Life Insurance Trust After the 2001 Tax Act (Volume 28, Number 4 – Spring 2003)

Grassi, Sebastian V., Jr. Transfer for Value Rule and Life Insurance Proceeds (Volume 32, Number 4 – Spring 2007)

Gregory, Richard B. Multi-Jurisdictional Practice Issues for Estate Planners (Volume 27, Number 3 – Winter 2001)

Gromala, John w/ David Gage and Edward Kopf Successor Partners: Gifting or Transferring a Business or Real Property to the Next Generation (Volume 30, Number 3 – Winter 2004)

Gutierrez, Max, Jr. The Life and Death of John J. Stevens, Esq., as a Member of the Legal Profession (Volume 39, Number 1 and 2 – Spring 2013/Fall 2013)

Guzman, Katheleen R. w/ James C. Milton Decision And Persuasion: Re-conceiving The Role Of The Planner Where Undue Influence Is Suspected (Volume 44, Number 1 – Winter 2019)

Guzman, Katheleen R. Defending Dependent Disclaimers (Volume 42, Number 2 – Fall 2016)

Guzman, Katheleen R. Dependent Disclaimers (Volume 42, Number 2 – Fall 2016)

Hager, Kristen Frances w/ Dennis I. Belcher United States V. Estate of Grace (Volume 42, Number 1 – Spring 2016)

Hall, Martin w/ Paul S. Lee and Turney P. Berry Innovative Clat Structures: Providing Economic Efficiencies to a Wealth Transfer Workhorse (Volume 37, Number 1 – Summer 2011)

Haneman, Victoria J. Alkaline Hydrolysis (Volume 47, Number 1 – Fall 2021)

Harmon, Bryon W. w/ Laura A. Fisher The Prudence Of Passivity: An Argument For Default Passive Management In Trust Investing (Volume 44, Number 2 – Spring 2019)

Harrington, Carol Larger Than Life (Volume 43, Number 1 – Fall 2017)

Harrington, Carol A. w/ Milford B. Hatcher, Jr., T. Randolph Harris, Jennifer Jordan McCall, Ronald D. Aucutt and Edward F. Koren Actec Amicus Brief in Kimbell V. United States of America (Volume 30, Number 1 – Summer 2004)

Harris, T. Randolph w/ Milford B. Hatcher, Jr., Jennifer Jordan McCall, Carol A. Harrington, Ronald D. Aucutt and Edward F. Koren Actec Amicus Brief in Kimbell V. United States of America (Volume 30, Number 1 – Summer 2004)

Harshman, Scott A. w/ Gordon A. Schaller Use of Captive Insurance Companies in Estate Planning (Volume 33, Number 4 – Spring 2008)

Hatcher, Milford B., Jr. w/ T. Randolph Harris, Jennifer Jordan McCall, Carol A. Harrington, Ronald D. Aucutt and Edward F. Koren Actec Amicus Brief in Kimbell V. United States of America (Volume 30, Number 1 – Summer 2004)

Hatcher, Milford B., Jr. w/ Ronald D. Aucutt, Dennis I. Belcher, Edward F. Koren, Carlyn S. McCaffrey, and Pam H. Schneider Actec Amicus Brief in Strangi V. Commissioner of Internal Revenue (Volume 30, Number 2 – Fall 2004)

Hatcher, Milford B., Jr. Strangi 4 (Volume 31, Number 2 – Fall 2005)

Hattenhauer, Paul M. w/ William R. Culp, Jr. and Briani Bennett Mellen The Tax And Practical Aspects Of The Installment Sale To A Spousal Grantor Trust (Volume 44, Number 1 – Winter 2019)

Hayes, Jessica A. w/ Andrew H. Hook Explaining the “inexplicable”: a Response to Powers of Attorney Under the Uniform Power of Attorney Act Including Reference to Virginia Law by F. Philip Manns, Jr (Volume 43, Number 3 – Spring 2018)

Hayes, Philip J. w/ Stephen R. Akers Estate Planning Issues With Intra-family Loans and Notes (Volume 38, Number 2 and 3 – Fall 2012/Winter 2012)

Heckscher, Martin A. Fees, Fees, Fees: a Blessing and a Bane, How to Charge, Collect, and Defend Them (Volume 31, Number 1 – Summer 2005)

Heilborn, Stephanie E. w/ Cindy Zhou Robinette V. Helvering (Volume 42, Number 1 – Spring 2016)

Henderson, Nancy G. This Land Is Your Land, This Land Is (Still) My Land: Using Qualified Conservation Contributions to Preserve Cherished Family Properties (Volume 33, Number 1 – Summer 2007)

Herman, Keith A. How to Draft Trusts to Own Retirement Benefits (Volume 39, Number 3 – Winter 2013)

Herpe, David A. w/ Jeanette Suarez Hunter Proposed Regulations Clarify Includability of Grantor Retained Annuity Trust in Grantor’s Gross Estate (Volume 33, Number 2 – Fall 2007)

Herzig, David J. w/ Jerome M. Hesch Helvering V. Horst (Volume 42, Number 1 – Spring 2016)

Hesch, Jerome M. w/ David J. Herzig Helvering V. Horst (Volume 42, Number 1 – Spring 2016)

Hicks, Zoe M. Is Your (Ethical) Will in Order? (Volume 33, Number 2 – Winter 2007)

Hillman, Jennifer F. w/ C. Raymond Radigan Brief Comment on Trustee Prudence and Passive Investing (Volume 44, Number 3 – Summer 2019)

Holt, Marcia Chadwick Planning for Distributions from Qualified Plans and IRAs under the 2001 Proposed Regulations (Volume 27, Number 1 – Summer 2001)

Hood, L. Paul, Jr. From the School of Hard Knocks: Thoughts on the Initial Estate Planning Interview (Volume 27, Number 4 – Spring 2002)

Hook, Andrew H. w/ Jessica A. Hayes Explaining the “inexplicable”: a Response to Powers of Attorney Under the Uniform Power of Attorney Act Including Reference to Virginia Law by F. Philip Manns, Jr (Volume 43, Number 3 – Spring 2018)

Hook, Andrew H. What the Trust and Estates Lawyer Needs to Know about d(4)(A) Special Needs Trusts (Volume 29, Number 3 – Winter 2003)

Horn, Jerold I. Availability of a Qualified Severance (I) if the Severance Changes Beneficial Interests or Otherwise Coincides With Changes in Beneficial Interest and (Ii) if Remainder Dispositions Are Outright (Volume 33, Number 2 – Fall 2007)

Horn, Jerold I. Enhancing the Use of Spousal Disclaimers That Salvage Exemptions but Do Not Forgo Enjoyment (Volume 29, Number 4 – Spring 2004)

Horn, Jerold I. Estate Planning and Drafting for the Economic Growth and Tax Relief Reconciliation Act of 2001 (“EGTRRA”) (Volume 27, Number 2 – Fall 2001)

Hoyt, Christopher R. Charitable Gifts by S Corporations and Their Shareholders: Two Worlds of Law Collide (Volume 36, Number 4 – Spring 2011)

Hoyt, Christopher R. Charitable Gifts Made by S Corporations: Opportunities and Challenges (Volume 36, Number 3 – Winter 2010)

Hunter, Jeanette Suarez w/ David A. Herpe Proposed Regulations Clarify Includability of Grantor Retained Annuity Trust in Grantor’s Gross Estate (Volume 33, Number 2 – Fall 2007)

Ice, Noel C. When Can an Ira or Qualified Plan Invest in a Closely Held Business? (Volume 37, Number 2 – Fall 2011)

Imdieke, Benjamin J. A Nominal Credit: Why Donor Recognition Should Not Limit the Deductibility of Section 170 Charitable Contributions (Volume 42, Number 2 – Fall 2016)

J. Grier Pressly, III w/ James G. Pressly, Jr. Response: a Modern Assessment of Intestacy Law (Volume 43, Number 2 – Winter 2018)

Jake Calvert A Response to Democracy and Trusts (Volume 43, Number 2 – Winter 2018)

James G. Pressly, Jr. w/ J. Grier Pressly, III Response: a Modern Assessment of Intestacy Law (Volume 43, Number 2 – Winter 2018)

James I. Dougherty w/ N. Todd Angkatavanich and Eric Fischer Et Tu (a)(2)? Blattmachr & Gans Dismantle Tax Court’s Powell Analysis (Volume 43, Number 2 – Winter 2018)

Jansen, Donald C. Whither Goest Equity Split Dollar? Notice 2001-10 and Its Aftermath (Volume 27, Number 1 – Summer 2001)

Jansen, Donald O. Taxation of Split Dollar Life Insurance Arrangements under the Final Regulations (Volume 29, Number 4 – Spring 2004)

Jansen, Donald O. The New Split Dollar Rules: Requiem or Rejuvenation? (Volume 28, Number 3 – Winter 2002)

Jennifer F. Hillman w/ C. Raymond Radigan A Comment on Modernizing New York Trust Law (Volume 43, Number 2 – Winter 2018)

Jensen, J. Alan w/ Stephan R. Leimberg Stranger-owned Life Insurance: a Point/counterpoint Discussion (Volume 33, Number 2 – Fall 2007)

Johns, A. Frank w/ Bernard A. Krooks The New Wrinkled Faces of Capacity: the Older Client With Diminishing Capacity (Volume 30, Number 4 – Spring 2005)

Johnson, Sonja K. w/ Richard S. Kinyon and Kim Marois California Income Taxation of Trusts and Estates (Volume 39, Number 1 and 2 – Spring 2013/Fall 2013)

Johnson, W. Bjarne Remembering Dennis Belcher (Volume 43, Number 1 – Fall 2017)

Jonathan G. Blattmachr w/ Mitchell M. Gans Powell and Section 2036: Our Reply (Volume 43, Number 2 – Winter 2018)

Jones, John R., Jr. w/ Cynthia A. Duncan and James D. Spratt, Jr. Mccord to Holman—five Years of Value Judgments (Volume 34, Number 4 – Spring 2009)

Jones, Philip N. w/ Karen E. Boxx Janus as a Client: Ethical Obligations When Your Client Plays Two Roles in One Fiduciary Estate (Volume 44, Number 3 – Summer 2019)

Joyce, Kenneth F. Trustee Liability for Breach of Trust—loss or Profit, or Loss and Profit? (Volume 45, Number 1 – Fall 2019)

Jurkat, Dieter w/ Kathryn A. Ballsun and Patrick J. Collins Evidencing Care, Skill and Caution in the Management of Ilits (Part 3 of 4) (Volume 32, Number 2 – Fall 2006)

Jurkat, Dieter w/ Kathryn A. Ballsun and Patrick J. Collins Ilit Asset Management: the Written Investment Policy Statement (Part 4 of 4) (Volume 32, Number 3 – Winter 2006)

Jurkat, Dieter w/ Kathryn A. Ballsun and Patrick J. Collins Standards of Prudence and Management of the Insurance Portfolio (Part 2 of 4) (Volume 32, Number 1 – Summer 2006)

Jurkat, Dieter w/ Kathryn A. Ballsun and Patrick J. Collins Trustee Administration of Life Insurance (Part 1 of 4) (Volume 31, Number 4 – Spring 2006)

Justak, Mel M. w/ Anne-Marie Rhodes Maintaining Client Privacy in an Increasingly Public World (Volume 47, Number 1 – Fall 2021)

Justak, Mel M. w/ Anne-marie Rhodes UTC’s Duty to Inform and Report at 20 – How Mandatory is Transparency? (Volume 45, Number 1 – Fall 2019)

Kagan, Richard w/ Jon Gallo A Short, Practical Private Placement Life Insurance Primer: or Why Estate Planners Need to Understand Things Like Facultative Reinsurance (Volume 37, Number 1 – Summer 2011)

Kaplan, Richard L. Estate Planning for Retirement Benefits After the Secure Act (Volume 46, Number 1 – Fall 2020)

Kaplanm, Richard L. When the Stepped-up Basis of Inherited Property Is No More (Volume 47, Number 1 – Fall 2021)

Kawashima, Neil T. w/ Mary Lee Turk The Demise of the Type Iii Supporting Organization (Volume 32, Number 4 – Spring 2007)

Kesselman, Justin A. Can State Law Remedies Revive Statutes Stricken by Erisa’s Preemption Provision? (Volume 38, Number 2 and 3 – Fall 2012/Winter 2012)

Kiiskila, Amy S. w/ Mark S. Poker Prevention and Resolution of Trust and Estate Controversies (Volume 33, Number 4 – Spring 2008)

Kingma, Kenneth W. Porperty Division at Divorce or Death for Married Couples Migrating Between Common Law and Community Property States (Volume 35, Number 1 – Summer 2009)

Kinyon, Richard S. w/ Kim Marois and Sonja K. Johnson California Income Taxation of Trusts and Estates (Volume 39, Number 1 and 2 – Spring 2013/Fall 2013)

Kiziah, Trent S. Remaining Heterogeneity in Trust Investment Law After Twenty-five Years of Reform (Volume 37, Number 2 – Fall 2011)

Kiziah, Trent S. The Federal Tax Treatment of Disclaimers of Future Interests: a Call for Reform (Volume 39, Number 1 and 2 – Spring 2013/Fall 2013)

Kiziah, Trent S. w/ J. Clay Singleton and Stewart A. Marshall, III The Persistent Preference for Inception Assets (Volume 40, Number 1 – Spring 2014)

Kiziah, Trent S. The Trustee’s Duty to Diversify: an Examination of the Developing Case Law (Volume 36, Number 2 – Fall 2010)

Klein, Sharon L. w/ Jenna M. Cohn The Post-mortem Right of Publicity: Defining It, Valuing It, Defending It and Planning for It (Volume 48, Number 1 – Fall 2022)

Kline, Terrance A. Comment on the Barnes Foundation Case (Volume 31, Number 3 – Winter 2005)

Klooster, Tye J. Are the Justifications for the Rule Against Perpetuities Still Persuasive? (Volume 30, Number 2 – Fall 2004)

Konsdorf, Ryan w/ Scott Alden Prulhiere Killing Your Chances of Inheriting: the Problem With the Application of the Slayer Statute to Cases of Assisted Suicide (Volume 39, Number 3 – Winter 2013)

Kopf, Edward w/ David Gage and John Gromala Successor Partners: Gifting or Transferring a Business or Real Property to the Next Generation (Volume 30, Number 3 – Winter 2004)

Koren, Edward F. w/ Milford B. Hatcher, Jr., T. Randolph Harris, Jennifer Jordan McCall, Carol A. Harrington and Ronald D. Aucutt Actec Amicus Brief in Kimbell V. United States of America (Volume 30, Number 1 – Summer 2004)

Koren, Edward F. w/ Milford B. Hatcher, Jr., Ronald D. Aucutt, Dennis I. Belcher, Carlyn S. McCaffrey, and Pam H. Schneider Actec Amicus Brief in Strangi V. Commissioner of Internal Revenue (Volume 30, Number 2 – Fall 2004)

Koren, Edward F. Tribute to Dennis Belcher (Volume 43, Number 1 – Fall 2017)

Kovar, Shirley L. Adversity After Bosch (Volume 28, Number 2 – Fall 2002)

Kovar, Shirley L. Estate Planning — an Oxymoron? Thinking About Retroactivity or Repeal in 2010 and Estate Tax With Portability (Volume 36, Number 1 – Summer 2010)

Krooks, Bernard A. w/ A. Frank Johns The New Wrinkled Faces of Capacity: the Older Client With Diminishing Capacity (Volume 30, Number 4 – Spring 2005)

Kruse, Clifton B. “My Basement Is Filled with Pornography!” “But—You Don’t Have a Basement.” (Volume 27, Number 3 – Winter 2001)

Kurtz, Sheldon F. w/ Lawrence W. Waggoner The Upc Addresses the Class-gift and Intestacy Rights of Children of Assisted Reproduction Technologies (Volume 35, Number 1 – Summer 2009)

Langa, Melissa w/ Alexander A Bove, Jr. The Perpetual Business Purpose Trust: the Business Planning Vehicle for the Future, Starting Now (Volume 47, Number 1 – Fall 2021)

Langbein, John H. Major Reforms of the Property Restatement and the Uniform Probate Code: Reformation, Harmless Error, and Nonprobate Transfers (Volume 38, Number 1 – Spring 2012)

LaPiana, William P. Irwin V. Gavit (Volume 42, Number 1 – Spring 2016)

Lapiana, William P. Social Control of Wealth in Antebellum New York (Volume 42, Number 3 – Winter 2017)

Lapiana, William P. Married is as Married Does(?) (Volume 45, Number 3 – Spring/Summer 2020)

Le Van, Gerald Organizing Wealthy Families Around Family Value and Vision (Volume 30, Number 2 – Fall 2004)

Lee, Kennedy Representing the Fiduciary: to Whom Does the Attorney Owe Duties? (Volume 37, Number 3 – Winter 2011)

Lee, Paul S. w/ Turney P. Berry and Martin Hall Innovative Clat Structures: Providing Economic Efficiencies to a Wealth Transfer Workhorse (Volume 37, Number 1 – Summer 2011)

Leimberg, Stephan R. w/ J. Alan Jensen Stranger-owned Life Insurance: a Point/counterpoint Discussion (Volume 33, Number 2 – Fall 2007)

Lester, Brook H. w/ Jeffrey L. Carson Serving the Greater Good: Ethical Considerations in Representation of the Older Population (Volume 46, Number 1 – Fall 2020)

Liebau , Jessica A. Drafting Under the Upoaa: Safeguarding Against Elder Financial Exploitation Without Compromising Autonomy (Volume 46, Number 1 – Fall 2020)

Livingston, Michael A. Book Review: Robespierre Meets the Foreign Tax Credit: Reflections on Piketty’s “capital in the Twenty-first Century” and the Contemporary Tax Policy Debate (Volume 40, Number 1 – Spring 2014)

Lo, Alvina H. w/ Jonathan G. Blattmachr and Mitchell M. Gans A Beneficiary as Trust Owner: Decoding Section 678 (Volume 35, Number 2 – Fall 2009)

Logstrom, Bridget A. Arbitration in Estate and Trust Disputes: Friend or Foe? (Volume 30, Number 4 – Spring 2005)

Logstrom, Bridget A. w/ Bruce M. Stone and Robert W. Goldman Resolving Disputes With Ease and Grace (Volume 31, Number 3 – Winter 2005)

Lopez, Alberto B. Adult Guardianship Privacy, Redaction, and Professional Responsibility (Volume 48, Number 1 – Fall 2022)

Lopez, Alberto B. Safeguarding a Will: Will Deposit Statutes (Volume 46, Number 1 – Fall 2020)

Lord, Erica E. Little Red Riding Hood or the Wolf: How Far Can an Agent Reach Into Grandmother’s Pocketbook? (Volume 46, Number 1 – Fall 2020)

Lord, Erica E. w/ Elisa Shevlin Rizzo Prudence of Passivity vs. Prudence of Process: Can a Default Approach Be Prudent? (Volume 44, Number 3 – Summer 2019)

Lord, Erica E. w/ Ann-Marie Rhodes Smith V. Shaughnessy (Volume 42, Number 1 – Spring 2016)

Lorio, Kathryn Venturatos Conceiving the Inconceivable: Legal Recognition of the Posthumously Conceived Child (Volume 34, Number 3 – Winter 2008)

Lowder, Claudia w/ Dominic J. Campisi and Naznin Bomi Challa Heirs in the Freezer Bronze Age Biology Confronts Biotechnology (Volume 36, Number 1 – Summer 2010)

Lurie, Jonathan C. w/ William R. Burford Drafting Flexible Irrevocable Trusts (Volume 33, Number 1 – Summer 2007)

Maag, Marilyn J. w/ Robert B. Wolf and Keith Bradoc Gallant The Physician Orders for Life-sustaining Treatment (Polst) Coming Soon to a Health Care Community Near You (Volume 40, Number 1 – Spring 2014)

Madden, Elisabeth O. w/ Mitchell M. Gans and Jonathan G. Blattmachr Proposed Tax Return Preparer Penalty Regulations: a Comparison With Existing Guidance (Volume 34, Number 2 – Fall 2008)

Magallanes, Katie Beyond Donor Intent: Leveraging Cy Pres to Remedy Unintended Burdens Caused by Charitable Gifts (Volume 40, Number 2 and 3 – Fall/Winter 2014)

Magill, R. Hugh Estate Planning and Trust Management for a Brave New World: It’s All in the Family . . . What’s a Family? (Volume 44, Number 3 – Summer 2019)

Malviya, Raj A. w/ Glenn G. Fox, Michael A. Breslow, and Kevin L. Shepherd Joining the Global Community in the Fight Against Financial Secrecy: Congress Enacts the Corporate Transparency Act to Mandate Beneficial Ownership Reporting in the United States (Volume 48, Number 1 – Fall 2022)

Mancini, Mary Ann w/ Howard M. Zaritsky Insurable Interests: Aprés Chawla, Le Deluge? (Volume 32, Number 3 – Winter 2006)

Mancini, Mary Ann The Chawla Case, Insurance Trusts and the Insurable Interest Rule: “Houston, We Have a Problem” (Volume 31, Number 2 – Fall 2005)

Manns, F. Philip, Jr. The Upoaa & Vaupoaa: My Response (Volume 43, Number 3 – Spring 2018)

Margolis, Harry S. Is Estate Planning Ethical in an Increasingly Inequitable World? (Volume 49, Number 1 – Fall 2023)

Markstein, Daniel H., III Dennis Belcher: a Good, Gifted, and Decent Man (Volume 43, Number 1 – Fall 2017)

Marois, Kim w/ Richard S. Kinyon and Sonja K. Johnson California Income Taxation of Trusts and Estates (Volume 39, Number 1 and 2 – Spring 2013/Fall 2013)

Marshall, Anthony P. The Taxation of Derivative Solutions to Wealth Building Problems (Volume 27, Number 2 – Fall 2001)

Marshall, Stewart Andrew, III w/ Edward A. Moses and J. Clay Singleton Computing Market Adjusted Damages in Fiduciary Surcharge Cases Using Modern Portfolio Theory (Volume 31, Number 1 – Summer 2005)

Marshall, Stewart Andrew, III w/ Edward A. Moses and J. Clay Singleton Measuring the Effectiveness of a Trust Portfolio’s Diversification (Volume 35, Number 3 – Winter 2009)

Marshall, Stewart Andrew, III w/ Edward A. Moses and J. Clay Singleton Modern Portfolio Theory and the Prudent Investor Act (Volume 30, Number 3 – Winter 2004)

Marshall, Stewart Andrew, III w/ Edward A. Moses and J. Clay Singleton The Appropriate Withdrawal Rate: Comparing a Total Return Trust to a Principal and Income Trust (Volume 31, Number 2 – Fall 2005)

Marshall, Stewart Andrew, III w/ Trent S. Kiziah and J. Clay Singleton The Persistent Preference for Inception Assets (Volume 40, Number 1 – Spring 2014)

Marshall, Stewart Andrew, III w/ Edward A. Moses and J. Clay Singleton Using a Trust’s Investment Policy Statement to Develop the Portfolio’s Appropriate Risk Level (Volume 30, Number 4 – Spring 2005)

Mautner, Gail E. w/ Heidi L. G. Orr A Brave New World: Nonjudicial Dispute Resolution Procedures Under the Uniform Trust Code and Washington’s and Idaho’s Trust and Estate Dispute Resolution Acts (Volume 35, Number 2 – Fall 2009)

McCaffery, Edward J. Through the Looking Glass: the Politics of Estate Tax Reform (Volume 35, Number 2 – Fall 2009)

McCaffrey, Carlyn S. w/ Milford B. Hatcher, Jr., Ronald D. Aucutt, Dennis I. Belcher, Edward F. Koren, and Pam H. Schneider Actec Amicus Brief in Strangi V. Commissioner of Internal Revenue (Volume 30, Number 2 – Fall 2004)

McCaffrey, Carlyn S. w/ John C. McCaffrey Dickman V. Commissioner (Volume 42, Number 1 – Spring 2016)

McCaffrey, Carlyn S. w/ John C. McCaffrey Our Wealth Transfer Tax System – a View From the 100th Year (Volume 41, Number 1 – Spring 2015)

McCaffrey, John C. w/ Carlyn S. McCaffrey Dickman V. Commissioner (Volume 42, Number 1 – Spring 2016)

McCaffrey, John C. w/ Carlyn S. McCaffrey Our Wealth Transfer Tax System – a View From the 100th Year (Volume 41, Number 1 – Spring 2015)

McCall, Jennifer Jordan w/ Milford B. Hatcher, Jr., T. Randolph Harris, Carol A. Harrington, Ronald D. Aucutt and Edward F. Koren Actec Amicus Brief in Kimbell V. United States of America (Volume 30, Number 1 – Summer 2004)

Mccouch, Grayson M.P. Family Limited Partnerships, Bona Fide Sales, and Inadequate Consideration (Volume 47, Number 2 and 3 – Spring / Summer 2022)

McCoyd, Edward A. w/ Jon Perrelle Anatomy of an Anomaly: How the Qdot Credit Provisions Defy Logic and the Principles of the Marital and Charitable Deductions (Volume 38, Number 2 and 3 – Fall 2012/Winter 2012)

Mcfarlin, Timothy J. w/ Alyssa A. Dirusso Identity Appropriation and Wealth Transfer: Twain, Cord, and the Post-mortem Right of Publicity (Volume 48, Number 1 – Fall 2022)

McGown, John, Jr. w/ Jason Melville Commissioner V. Estate of Noel (Volume 42, Number 1 – Spring 2016)

McGown, John, Jr. State Taxation of Trusts and Their Beneficiaries When There Are Multiple State Contacts (Volume 39, Number 3 – Winter 2013)

Medlin, S. Alan w/ Howard M. Zaritsky and F. Ladson Boyle Construing Wills and Trusts During the Estate Tax Hiatus in 2010 (Volume 36, Number 2 – Fall 2010)

Meierm, L. Victoria Marriage: the Surest Way to Entitlements (Volume 45, Number 3 – Spring/Summer 2020)

Mellen, Briani Bennett w/ William R. Culp, Jr. and Paul M. Hattenhauer The Tax And Practical Aspects Of The Installment Sale To A Spousal Grantor Trust (Volume 44, Number 1 – Winter 2019)

Melville, Jason w/ John McGown, Jr. Commissioner V. Estate of Noel (Volume 42, Number 1 – Spring 2016)

Mezzullo, Louis A. Estate Planning After Estate Tax Repeal (or Reform) (Volume 31, Number 4 – Spring 2006)

Mezzullo, Louis A. Health Savings Accounts—what You Need to Know (Volume 30, Number 1 – Summer 2004)

Mezzullo, Louis A. w/ Judi Mezzullo Memories of Dennis Belcher (Volume 43, Number 1 – Fall 2017)

Mezzullo, Louis A. New Rules Govern Deferred Compensation Arrangements (Volume 32, Number 4 – Spring 2007)

Mezzullo, Louis A. Paying the Estate Tax in Installments: Now More User Friendly (Volume 34, Number 1 – Summer 2008)

Mezzullo, Louis A. Recent Cases Affecting Flps and Llcs (Volume 34, Number 2 – Fall 2008)

Mezzullo, Louis A. Removing Assets From the Transfer Tax System—practical Considerations (Volume 30, Number 3 – Winter 2004)

Mezzullo, Louis A. Roth Iras: Time for a New Look (Volume 36, Number 2 – Fall 2010)

Mezzullo, Louis A. The Impact of the Economic Growth and Tax Relief Reconciliation Act of 2001 on Retirement Arrangements (Volume 27, Number 4 – Spring 2002)

Millard, Kevin D. Rights of a Trust Beneficiary’s Creditors Under the Uniform Trust Code (Volume 34, Number 2 – Fall 2008)

Miller, John A. w/ Vanessa S. Stroud Medicaid Planning for Long-term Care: California Style (Volume 41, Number 2 and 3 – Fall 2015 / Winter 2016)

Miller, Robert C. Master Limited Partnerships: Aid to an S Election? (Volume 29, Number 3 – Winter 2003)

Milton, James C. w/ Katheleen R. Guzman Decision And Persuasion: Re-conceiving The Role Of The Planner Where Undue Influence Is Suspected (Volume 44, Number 1 – Winter 2019)

Mitchell M. Gans w/ Jonathan G. Blattmachr Powell and Section 2036: Our Reply (Volume 43, Number 2 – Winter 2018)

Moody, Anna Katherine w/ Fred Franke The Terms of the Trust: Extrinsic Evidence of Settlor Intent (Volume 40, Number 1 – Spring 2014)

Moore, Karen M. A Remarkable Man; an Extraordinary Year (Volume 43, Number 1 – Fall 2017)

Moore, Malcolm A. The Joseph Trachtman Lecture—the Origin of Our Species: Trust and Estate Lawyers and How They Grew (Volume 32, Number 2 – Fall 2006)

Morden, Michael E. Reallocating Wealth After Christiansen: a Fresh Look at Formula Clauses (Volume 35, Number 1 – Summer 2009)

Morley, John D. w/ Robert H. Sitkoff Making Directed Trusts Work: The Uniform Directed Trust Act (Volume 44, Number 1 – Winter 2019)

Moses, Edward A. w/ J. Clay Singleton and Stewart Andrew Marshall III Computing Market Adjusted Damages in Fiduciary Surcharge Cases Using Modern Portfolio Theory (Volume 31, Number 1 – Summer 2005)

Moses, Edward A. w/ J. Clay Singleton and Stewart A. Marshall III Measuring the Effectiveness of a Trust Portfolio’s Diversification (Volume 35, Number 3 – Winter 2009)

Moses, Edward A. w/ J. Clay Singleton and Stewart Andrew Marshall III Modern Portfolio Theory and the Prudent Investor Act (Volume 30, Number 3 – Winter 2004)

Moses, Edward A. w/ J. Clay Singleton and Stewart Andrew Marshall III The Appropriate Withdrawal Rate: Comparing a Total Return Trust to a Principal and Income Trust (Volume 31, Number 2 – Fall 2005)

Moses, Edward A. w/ J. Clay Singleton and Stewart Andrew Marshall III Using a Trust’s Investment Policy Statement to Develop the Portfolio’s Appropriate Risk Level (Volume 30, Number 4 – Spring 2005)

Mulligan, Michael D. A Sale to a BIDIT Should Work as Well as a Sale to an IDIT (Volume 46, Number 3 – Summer 2021)

Mulligan, Michael D. Fifteen Years of Sales to Idits—where Are We Now? (Volume 35, Number 3 – Winter 2009)

N. Todd Angkatavanich w/ James I. Dougherty and Eric Fischer Et Tu (a)(2)? Blattmachr & Gans Dismantle Tax Court’s Powell Analysis (Volume 43, Number 2 – Winter 2018)

Neeley, Lisa M. Medicaid Estate Recovery: Friend or Foe? (Volume 46, Number 1 – Fall 2020)

Nelson, Barry A. w/ David Pratt Florida’s Homestead Laws: Pitfalls and Traps for the Non-Florida Practitioner (Volume 29, Number 4 – Spring 2004)

Nenno, Richard W. Planning to Minimize or Avoid State Income Tax on Trusts (Volume 34, Number 3 – Winter 2008)

Nguyen, Bich-Nga H. Commentary on Dependent Disclaimers, by Katheleen R. Guzman (Volume 42, Number 2 – Fall 2016)

Nowrangi, Milap A. w/ Edmund W. Granski, Jr. Medical and Legal Implications of Impaired Financial Capacity in Aging and Dementia (Volume 46, Number 1 – Fall 2020)

O’brien, Raymond C. Proposing a Model Antilapse Clause (Volume 48, Number 3 – Summer 2023)

O’leary, Maureen L. A Powerful Tool: Modification or Termination of a Noncharitable Irrevocable Trust by Consent Under Section 411(a) of the Uniform Trust Code (Volume 45, Number 1 – Fall 2019)

O’Brien, Raymond C. Marital Versus Nonmarital Entitlements (Volume 45, Number 2 – Winter 2020)

Orol, Zoey F. The Failures and the Future of Private Foundation Governance (Volume 46, Number 2 – Spring 2021)

Orr, Heidi L. G. w/ Gail E. Mautner A Brave New World: Nonjudicial Dispute Resolution Procedures Under the Uniform Trust Code and Washington’s and Idaho’s Trust and Estate Dispute Resolution Acts (Volume 35, Number 2 – Fall 2009)

Orth, John V. Presumed Equal: Shares of Cotenants (Volume 37, Number 3 – Winter 2011)

Osborne, Duncan E. w/ John A. Terrill, II Fundamentals of Asset Protection Planning (Volume 31, Number 4 – Spring 2006)

Osborne, Duncan E. Truth, Transparency, and the Right of Privacy (Volume 46, Number 3 – Summer 2021)

Packman, Kevin E. Merril V. Fahs (Volume 42, Number 1 – Spring 2016)

Palmer, C. Ware In Memory of Dennis Belcher (Volume 43, Number 1 – Fall 2017)

Pareja, Sergio When Twilight Becomes Darkness: Capacity Issues in Connection with Revocable Trusts (Volume 49, Number 1 – Fall 2023)

Parker, Andrew M. w/ Steve R. Akers GRAT Strategies—Ringing the Bell at the County Fair (Volume 29, Number 2 – Fall 2003)

Paschoal, Nicole M. The Problem Of Replacement Property In The Law Of Ademption (Volume 44, Number 2 – Spring 2019)

Passananti, Michael A. Domestic Asset Protection Trusts: the Risks and Roadblocks Which May Hinder Their Effectiveness (Volume 32, Number 3 – Winter 2006)

Pennell, Jeffrey N. The Joseph Trachtman Lecture—estate Planning for the Next Generation(S) of Clients: It’s Not Your Father’s Buick, Anymore (Volume 34, Number 1 – Summer 2008)

Pennell, Jeffrey N. w/ Reid Kress Weisbord Trust Alteration and the Dead Hand Paradox (Volume 48, Number 2 – Spring 2023)

Pennell, Jeffrey N. What Made Dennis Special? (Volume 43, Number 1 – Fall 2017)

Pepoff, Reetu The Intersection of Racial Inequities and Estate Planning (Volume 47, Number 1 – Fall 2021)

Perrelle, Jon w/ Edward A. McCoyd Anatomy of an Anomaly: How the Qdot Credit Provisions Defy Logic and the Principles of the Marital and Charitable Deductions (Volume 38, Number 2 and 3 – Fall 2012/Winter 2012)

Plaine, Lloyd Leva Extensions of Time to Make Timely Gst Exemption Allocations and Reverse Qtip Elections (Volume 34, Number 1 – Summer 2008)

Plaine, Lloyd Leva w/ Wendy Ann Wilkenfeld Preliminary Consideration of Gift, Estate and Generation-Skipping Transfer Tax Planning Issues After Enactment of the Economic Growth and Tax Relief Reconciliation Act of 2001 (Volume 27, Number 2 – Fall 2001)

Poker, Mark S. w/ Amy S. Kiiskila Prevention and Resolution of Trust and Estate Controversies (Volume 33, Number 4 – Spring 2008)

Pomeroy, Robert C. w/ Charles D. Fox, IV and Susan L. Abbott Ramification for Estate Planners of the Phase-Out of the Federal State Death Tax Credit: Boom, Bust or Unknown? (Volume 29, Number 1 – Summer 2003)

Poppe, Emily S. Taylor Married, With Children at Death (Volume 47, Number 2 and 3 – Spring / Summer 2022)

Portuondo, Tina Remembering Dennis Belcher: a Trusted Advisor and Friend (Volume 43, Number 1 – Fall 2017)

Pratt, David w/ Barry A. Nelson Florida’s Homestead Laws: Pitfalls and Traps for the Non-Florida Practitioner (Volume 29, Number 4 – Spring 2004)

Pratt, David The Anatomy of the New Federal Gift Tax Return, Including a Review of the Gift Tax Statute of Limitations and Gift Splitting Provisions (Volume 31, Number 2 – Fall 2005)

Pratt, Shannon P. Defending Discounts for Lack of Marketability (Volume 29, Number 4 – Spring 2004)

Pruett, Benjamin H. Tales From the Dark Side: Drafting Issues From the Fiduciary’s Perspective (Volume 35, Number 4 – Spring 2010)

Prulhiere, Scott Alden w/ Ryan Konsdorf Killing Your Chances of Inheriting: the Problem With the Application of the Slayer Statute to Cases of Assisted Suicide (Volume 39, Number 3 – Winter 2013)

Purser, Kelly w/ Bridget J. Crawford, Tina Cockburn, Ho Fai Chan, Stephen Whyte & Uwe Dulleck How Gender and Other Identity Factors Influence Attitudes Toward Will Making: Lessons from Australia (Volume 49, Number 1 – Fall 2023)

Rabe, James G. Multi-level Discounts for Tiered Entities—insights From Historical Case Law (Volume 35, Number 2 – Fall 2009)

Radford, Mary F. Ethical Challenges in Representing Families in Family Limited Partnerships (Volume 35, Number 1 – Summer 2009)

Radford, Mary F. Predispute Arbitration Agreements Between Trustees and Financial Services Institutions: Are Beneficiaries Bound? (Volume 40, Number 2 and 3 – Fall/Winter 2014)

Radford, Mary F. What if Granny Wants to Gamble? Balancing Autonomy and Vulnerability in the Golden Years (Volume 45, Number 3 – Spring/Summer 2020)

Radigan, C. Raymond w/ Jennifer F. Hillman Brief Comment on Trustee Prudence and Passive Investing (Volume 44, Number 3 – Summer 2019)

Reames, Wayne E. Beyond UTC Section 808 and the Uniform Directed Trust Act (Volume 45, Number 1 – Fall 2019)

Redd, Charles A. Modification of Duties and Liabilities of Trustees (Volume 29, Number 2 – Fall 2003)

Reinecke, David W. Community Property Issues for Non-Community Property Practitioners (Volume 28, Number 3 – Winter 2002)

Repetti, James R. Taft V. Bowers (Volume 42, Number 1 – Spring 2016)

Rhodes, Anne-Marie Blood and Behavior (Volume 36, Number 1 – Summer 2010)

Rhodes, Anne-Marie w/ Mel M. Justak Maintaining Client Privacy in an Increasingly Public World (Volume 47, Number 1 – Fall 2021)

Rhodes, Anne-marie w/ Mel M. Justak UTC’s Duty to Inform and Report at 20 – How Mandatory is Transparency? (Volume 45, Number 1 – Fall 2019)

Rhodes, Ann-Marie w/ Erica E. Lord Smith V. Shaughnessy (Volume 42, Number 1 – Spring 2016)

Richard C. Ausness Discretionary Trusts: an Update (Volume 43, Number 2 – Winter 2018)

Ricks, Daniel L. I Dig It, but Congress Shouldn’t Let Me: Closing the Idgt Loophole (Volume 36, Number 3 – Winter 2010)

Rivlin, Madeline J. w/ Jonathan G. Blattmachr Commissioner V. Estate of Bosch (Volume 42, Number 1 – Spring 2016)

Rizzo, Elisa Shevlin w/ Erica E. Lord Prudence of Passivity vs. Prudence of Process: Can a Default Approach Be Prudent? (Volume 44, Number 3 – Summer 2019)

Robak, Espen Estate Planning and the Pending Deal: Lessons From the Merger Arbitrage Market (Volume 31, Number 4 – Spring 2006)

Robak, Espen The Current State of Marketability Discounts (Volume 30, Number 2 – Fall 2004)

Robinson, Richard B. “Don’t Nothing Last Forever”—Unwinding the FLP to the Haunting Melodies of Subchapter K (Volume 28, Number 4 – Spring 2003)

Robinson, Richard B. Business Succession Planning, Profits Interests and § 2701 (Volume 34, Number 4 – Spring 2009)

Roman, Christopher J. (Villanova Law School) Protecting Your Clients’ Assets From Their Future Ex-sons and Daughters-in-law: the Impact of Evolving Trust Laws on Alimony Awards (Volume 39, Number 1 and 2 – Spring 2013/Fall 2013)

Ronald H. Jensen Commentary (Volume 43, Number 2 – Winter 2018)

Rosepink, Robert J. Comments of the College on Proposed Qualified Severance Regulations (Volume 30, Number 4 – Spring 2005)

Rosepink, Robert J. Punctilio of an Honor—A Trustee’s Duties (Volume 28, Number 2 – Fall 2002)

Rothschild, Alan F., Jr. The Dos and Don’ts of Donor Control (Volume 30, Number 4 – Spring 2005)

Roush, Nancy Schmidt w/ James L. Boring, Richard R. Gans, Meghan E. Gearhart, and Susan B. Slater-Jansen Protection of Inherited Iras (Volume 36, Number 3 – Winter 2010)

Rubenstein, Joshua S. Standby Guardianship Legislation: at the Midway Point (Volume 33, Number 1 – Summer 2007)

Rubinstein, Joshua S. Impact on States of Federal Estate Tax “Repeal” (Volume 28, Number 3 – Winter 2002)

Ryan, Christopher J., Jr. An Historical and Empirical Analysis of the Cy-Pres Doctrine (Volume 48, Number 3 – Summer 2023)

Ryznar, Margaret Incentivizing Wills Through Tax (Volume 47, Number 1 – Fall 2021)

Sager, Margaret E.W. Litigation and the Total Return Trust (Volume 35, Number 3 – Winter 2009)

Sanderson, William I. w/ Michael H. Barker Foreword to the 2016 Joseph Trachtman Memorial Lecture (Volume 43, Number 1 – Fall 2017)

Sarafa, Anita M. w/ John P.C. Duncan Achieve the Promise—and Limit the Risk—of Multi-participant Trusts (Volume 36, Number 4 – Spring 2011)

Schaller, Gordon A. w/ Scott A. Harshman Use of Captive Insurance Companies in Estate Planning (Volume 33, Number 4 – Spring 2008)

Schanzenbach, Max M. w/ Robert H. Sitkoff The Prudent Investor Rule and Trust Asset Allocation: an Empirical Analysis (Volume 35, Number 4 – Spring 2010)

Schenkel, Kent D. Silent Trusts Are Trending: Will They Hold Trustees to Account? (Volume 47, Number 1 – Fall 2021)

Schneider, Pam H. w/ Milford B. Hatcher, Jr., Ronald D. Aucutt, Dennis I. Belcher, Edward F. Koren, and Carlyn S. McCaffrey Actec Amicus Brief in Strangi V. Commissioner of Internal Revenue (Volume 30, Number 2 – Fall 2004)

Schneider, Pam H. Reflections on Dennis I. Belcher: a True Leader (Volume 43, Number 1 – Fall 2017)

Schoenblum, Jeffrey The Nonfiduciary “Trust” (Volume 46, Number 3 – Summer 2021)

Schulz, William F. The Joseph Trachtman Lecture (Volume 33, Number 2 – Fall 2007)

Shaftel, David G. Comparison of the Twelve Domestic Asset Protection Statutes (Volume 34, Number 4 – Spring 2009)

Shaftel, David G. Domestic Asset Protection Trusts: Key Issues and Answer (Volume 30, Number 1 – Summer 2004)

Shenkman, Martin M. w/ Jonathan G. Blattmachr Flexible Beneficiary Trusts: Reducing Income Tax on Non-grantor Trusts (Volume 47, Number 2 and 3 – Spring / Summer 2022)

Shepherd, Kevin L. w/ Glenn G. Fox, Raj A. Malviya, and Michael A. Breslow Joining the Global Community in the Fight Against Financial Secrecy: Congress Enacts the Corporate Transparency Act to Mandate Beneficial Ownership Reporting in the United States (Volume 48, Number 1 – Fall 2022)

Shepherd, Kevin L. The Gatekeeper Initiative and the Risk-based Approach to Client Due Diligence: the Imperative for Voluntary Good Practices Guidance for U.s. Lawyers (Volume 37, Number 1 – Summer 2011)

Simmons, Thomas E. Leach V. Hyatt: Recasting Indefiniteness (Volume 43, Number 1 – Fall 2017)

Simmons, Thomas E. Oklahoma Tax Commission V. United States (Volume 42, Number 1 – Spring 2016)

Simmons, Thomas E. Purpose Trust Cy Pres (Volume 45, Number 1 – Fall 2019)

Singer, Gregory D. w/ David L. Weinreb An Analysis of Grat “Immunization” (Volume 34, Number 3 – Winter 2008)

Singleton, J. Clay w/ Edward A. Moses and Stewart Andrew Marshall III Computing Market Adjusted Damages in Fiduciary Surcharge Cases Using Modern Portfolio Theory (Volume 31, Number 1 – Summer 2005)

Singleton, J. Clay w/ Edward A. Moses and Stewart A. Marshall III Measuring the Effectiveness of a Trust Portfolio’s Diversification (Volume 35, Number 3 – Winter 2009)

Singleton, J. Clay w/ Edward A. Moses and Stewart Andrew Marshall III Modern Portfolio Theory and the Prudent Investor Act (Volume 30, Number 3 – Winter 2004)

Singleton, J. Clay w/ Edward A. Moses and Stewart Andrew Marshall III The Appropriate Withdrawal Rate: Comparing a Total Return Trust to a Principal and Income Trust (Volume 31, Number 2 – Fall 2005)

Singleton, J. Clay w/ Trent S. Kiziah and Stewart A. Marshall, III The Persistent Preference for Inception Assets (Volume 40, Number 1 – Spring 2014)

Singleton, J. Clay w/ Edward A. Moses and Stewart Andrew Marshall III Using a Trust’s Investment Policy Statement to Develop the Portfolio’s Appropriate Risk Level (Volume 30, Number 4 – Spring 2005)

Sitkoff, Robert H. w/ Max M. Schanzenbach The Prudent Investor Rule and Trust Asset Allocation: an Empirical Analysis (Volume 35, Number 4 – Spring 2010)

Sitkoff, Robert H. w/ John D. Morley Making Directed Trusts Work: The Uniform Directed Trust Act (Volume 44, Number 1 – Winter 2019)

Slater-Jansen, Susan B. w/ James L. Boring, Richard R. Gans, Meghan E. Gearhart, and Nancy Schmidt Roush Protection of Inherited Iras (Volume 36, Number 3 – Winter 2010)

Sloan, Barbara A. § 643 Regulations: Use of Non-charitable Unitrusts and Other Issues Raised Under the Final Regulations (Volume 30, Number 1 – Summer 2004)

Sloan, Barbara A. Consequences of PLR 200231011: Cottage Savings or Cottage Industry? (Volume 29, Number 2 – Fall 2003)

Smith, Layne T. Flps and the 2036(a) Bona Fide Sale Exception: the Vital Role of the Presumption of Adequate and Full Consideration (Volume 31, Number 2 – Fall 2005)

Sneddon, Karen J. Dead Men (and Women) Should Tell Tales: Narrative, Intent, and the Construction Of Wills (Volume 46, Number 2 – Spring 2021)

Soskin, William H. Estate Tax Valuation of Property Sold After Death (Volume 30, Number 3 – Winter 2004)

Soskin, William H. Gifts to Minors After 2001: Minors’ Trusts, Qualified Tuition Programs, Education IRAs and Custodial Accounts Compared (Volume 27, Number 4 – Spring 2002)

Soskin, William H. What Clients Can Teach Us (Volume 29, Number 3 – Winter 2003)

Spar, James Edward w/ Adam F. Streisand A Lawyer’s Guide to Diminishing Capacity and Effective Use of Medical Experts in Contemporaneous and Retrospective Evaluations (Volume 33, Number 2 – Winter 2007)

Spencer, Jack An Alternate Approach to Situs Determination for Partnership Interests (Volume 46, Number 3 – Summer 2021)

Spica, James P. Means to an End: Electively Forcing Vesting to Suit Tax Rules Against Perpetuities (Volume 40, Number 2 and 3 – Fall/Winter 2014)

Spica, James P. Settlor-authorized Fiduciary Indifference to Trust Purposes and the Interests of Beneficiaries (Volume 45, Number 1 – Fall 2019)

Spica, James P. From Strength To Strength: A Comment On Morley And Sitkoff’s Making Directed Trusts Work (Volume 44, Number 2 – Spring 2019)

Spivack, Carla Democracy and Trusts (Volume 42, Number 3 – Winter 2017)

Spivack, Carla Estate Planning for the Apocalypse (Volume 49, Number 1 – Fall 2023)

Spratt, James D., Jr. w/ Cynthia A. Duncan and John R. Jones, Jr. Mccord to Holman—five Years of Value Judgments (Volume 34, Number 4 – Spring 2009)

Stampfli, Josh w/ Patrick J. Collins Promises and Pitfalls of Total Return Trusts (Volume 27, Number 3 – Winter 2001)

Stegman, Michael J. w/ John L. Campbell Confronting the New Expatriation Tax: Advice for the U.s. Green Card Holder (Volume 35, Number 3 – Winter 2009)

Stephens, Marjorie J. Incentive Trusts: Considerations, Uses and Alternatives (Volume 29, Number 1 – Summer 2003)

Sterner, Beth w/ Danaya C. Wright Honoring Probable Intent in Intestacy: An Empirical Assessment of the Default Rules and the Modern Family (Volume 42, Number 3 – Winter 2017)

Stone, Bruce M. A Celebration of Dennis Belcher (Volume 43, Number 1 – Fall 2017)

Stone, Bruce M. w/ Bridget A. Logstrom and Robert W. Goldman Resolving Disputes With Ease and Grace (Volume 31, Number 3 – Winter 2005)

Storrow, Richard F. Cross-border Attestation and Interjurisdictional Wills (Volume 47, Number 1 – Fall 2021)

Streisand, Adam F. w/ James Edward Spar A Lawyer’s Guide to Diminishing Capacity and Effective Use of Medical Experts in Contemporaneous and Retrospective Evaluations (Volume 33, Number 2 – Winter 2007)

Stroud, Vanessa S. w/ John A. Miller Medicaid Planning for Long-term Care: California Style (Volume 41, Number 2 and 3 – Fall 2015 / Winter 2016)

Such, Domingo P., III w/ Thomas P. Ward Deductibility of Investment Advisory Expenses by Individuals, Estates and Non-grantor Trusts (Volume 35, Number 4 – Spring 2010)

Such, Domingo P., III w/ Deborah V. Dunn Fidelity-philadelphia Trust Co. V. Smith (Volume 42, Number 1 – Spring 2016)

Swanson, Alex Privacy, Probate, and Nazi-plundered Art (Volume 48, Number 1 – Fall 2022)

Tait, Allison Fringe Inheriting: Probate Avoidance at Both Ends of the Wealth Spectrum (Volume 48, Number 1 – Fall 2022)

Tait, Allison The Haunting of Wealth Law (Volume 49, Number 1 – Fall 2023)

Talley, Audrey C. Family Offices: Securities and Commodities Law Issues (Volume 34, Number 4 – Spring 2009)

Task Force on Federal Wealth Transfer Taxes Report on Reform of Federal Wealth Transfer Taxes—executive Summary (Volume 30, Number 3 – Winter 2004)

Taylor, Jordan D. What’s the Big Deal? Why Taxpayers, the Courts and the Irs Disagree About a Discount for Built-in Gains (Volume 34, Number 3 – Winter 2008)

Teitell, Conrad Charitable Gift of Partial Interest In Co-Op—Issues Galore (Volume 28, Number 1 – Summer 2002)

Teitell, Conrad Charitable Giving—year-end Planning (Volume 31, Number 2 – Fall 2005)

Teitell, Conrad Inter Vivos Cruts and Crats—irs Opens Pandora’s Box With Spousal “Right of Election” (Volume 31, Number 1 – Summer 2005)

Temple, Diana Hastings w/ Nicholas Unkovic Federal Securities Laws and Administration of the Grantor Retained Annuity Trust (Volume 29, Number 4 – Spring 2004)

Terrill, John A., II w/ Duncan E. Osborne Fundamentals of Asset Protection Planning (Volume 31, Number 4 – Spring 2006)

Thorning, Margo The 2004 Annual Joseph Trachtman Lecture — the U.s. Tax Code in the 21st Century: Does the Estate Tax Fit? (Volume 30, Number 2 – Fall 2004)

Tritt, Lee-ford United States V. Windsor (Volume 42, Number 1 – Spring 2016)

Tully, Brian Andrew The Growth and Business of Elder Law (Volume 46, Number 1 – Fall 2020)

Turk, Mary Lee w/ Neil T. Kawashima The Demise of the Type Iii Supporting Organization (Volume 32, Number 4 – Spring 2007)

Tyszka, Cory Elizabeth w/ Abigail J. Farmer Virtual Currency Estate Planning, Bit by Bit (Volume 40, Number 2 and 3 – Fall/Winter 2014)

Unkovic, Nicholas w/ Diana Hastings Temple Federal Securities Laws and Administration of the Grantor Retained Annuity Trust (Volume 29, Number 4 – Spring 2004)

Vars, Fredrick E. The Slayer Rule: an Empirical Examination (Volume 48, Number 2 – Spring 2023)

Vars, Fredrick E. w/ Jackie Elder The Ultimate Gift Horse: Modernizing the UPC on Advancements to Avoid Unintended Redistributions (Volume 47, Number 1 – Fall 2021)

Virgil, Eric Substituted Judgment – How Do You Prove What an Incapacitated Person Would Want? (Volume 46, Number 1 – Fall 2020)

Waggoner, Lawrence W. w/ Sheldon F. Kurtz The Upc Addresses the Class-gift and Intestacy Rights of Children of Assisted Reproduction Technologies (Volume 35, Number 1 – Summer 2009)

Waggoner, Lawrence W. The Upc Authorizes Notarized Wills (Volume 34, Number 2 – Fall 2008)

Waggoner, Lawrence W. What’s in the Third and Final Volume of the New Restatement of Property That Estate Planners Should Know About (Volume 38, Number 1 – Spring 2012)

Waggoner, Lawrence W. With Marriage on the Decline and Cohabitation on the Rise, What About Marital Rights for Unmarried Partners? (Volume 41, Number 1 – Spring 2015)

Wahler, Morgan The Problem of Charitable Trust Enforcement: Addressing the Insufficiencies of the Attorney General System and Proposing New Law Reform (Volume 48, Number 3 – Summer 2023)

Walker, Shawn Irwin Over My Dead Body: Preventing and Resolving Disputes Regarding the Disposition of the Dead (Volume 43, Number 3 – Spring 2018)

Wallace, John A. The Annual Joseph Trachtman Memorial Lecture A View Through a Glass Darkly: The Impact of Transfer Tax Repeal on Trusts and Estates Lawyers (Volume 27, Number 1 – Summer 2001)

Walsh, James H. Dennis Irl Belcher: an Appreciation (Volume 43, Number 1 – Fall 2017)

Ward, Thomas P. w/ Domingo P. Such, III Deductibility of Investment Advisory Expenses by Individuals, Estates and Non-grantor Trusts (Volume 35, Number 4 – Spring 2010)

Wargo, Ronald P. The Elimination of Section 2035 in Relation to Powell and Cahill (Volume 45, Number 3 – Spring/Summer 2020)

Weinreb, David L. w/ Gregory D. Singer An Analysis of Grat “Immunization” (Volume 34, Number 3 – Winter 2008)

Weisbord, Reid Kress Heirs Property: An Examination of Probate Costs and the Costs of Postmortem Probate Inaction (Volume 49, Number 1 – Fall 2023)

Weisbord, Reid Kress w/ Jeffrey N. Pennell Trust Alteration and the Dead Hand Paradox (Volume 48, Number 2 – Spring 2023)

Weissbart, Sean R. w/ Austin Bramwell The Dueling Transferors Problem in Generation-skipping Transfer Taxation (Volume 41, Number 1 – Spring 2015)

Welch, Lyman W. w/ Susan T. Bart State Statutes on Virtual Representation—a New State Survey (Volume 35, Number 4 – Spring 2010)

Weller, James P. w/ Alan V. Ytterberg Managing Family Wealth Through a Private Trust Company (Volume 36, Number 3 – Winter 2010)

Wellman, Richard V. Disclaimer Talk (Volume 27, Number 3 – Winter 2001)

Wellman, Richard V. News About the Uniform International Wills Act (Volume 27, Number 2 – Fall 2001)

Wendel, Lee A. Using Zerogift GRATs to Transfer Wealth (Volume 28, Number 1 – Summer 2002)

Whitman, Julia C. Zajac Robert Fiduciary Accounting Statutes for the 21st Century (Volume 36, Number 2 – Fall 2010)

Whitman, Robert Sorting Out Receipts and Releases (Volume 33, Number 2 – Fall 2007)

Whittemore, Anne Marie Dennis Belcher (Volume 43, Number 1 – Fall 2017)

Whitty, Michael D. Grat Expectations: Questioning, Challenging, and Litigating the Service Position on Estate Tax Inclusion of Grantor Retained Annuity Trusts (Volume 36, Number 1 – Summer 2010)

Whyte, Stephen w/ Bridget J. Crawford, Tina Cockburn, Kelly Purser, Ho Fai Chan & Uwe Dulleck How Gender and Other Identity Factors Influence Attitudes Toward Will Making: Lessons from Australia (Volume 49, Number 1 – Fall 2023)

Wilkenfeld, Wendy Ann w/ Lloyd Leva Plaine Preliminary Consideration of Gift, Estate and Generation-Skipping Transfer Tax Planning Issues After Enactment of the Economic Growth and Tax Relief Reconciliation Act of 2001 (Volume 27, Number 2 – Fall 2001)

Willbanks, Stephanie J. Gifts in Contemplation of Death: Why Can’t Section 2035 Simply Die? (Volume 45, Number 2 – Winter 2020)

William P. LaPiana Elegy (Volume 43, Number 2 – Winter 2018)

Winet, Evan D. w/ Dominic J. Campisi and Jake Calvert Undue Influence: the Gap Between Current Law and Scientific Approaches to Decision-making and Persuasion (Volume 43, Number 3 – Spring 2018)

Winger, Adam Pick on Someone Your Own Size: Exposing the Account Owner’s Silent Assault on § 529 Savings Accounts (Volume 35, Number 3 – Winter 2009)

Wolf, Robert B. Book Review—The Prudent Investor Act: A Guide to Understanding (Volume 29, Number 2 – Fall 2003)

Wolf, Robert B. w/ Marilyn J. Maag and Keith Bradoc Gallant The Physician Orders for Life-sustaining Treatment (Polst) Coming Soon to a Health Care Community Near You (Volume 40, Number 1 – Spring 2014)

Wolf, Robert B. Total Return Trusts—a Decade of Progress, but Are We There Yet? (Parts 1 & 2 of 4) (Volume 32, Number 1 – Summer 2006)

Wolf, Robert B. Total Return Trusts—a Decade of Progress, but Are We There Yet? (Parts 3 & 4 of 4) (Volume 32, Number 2 – Fall 2006)

Wolven, Lauren J. w/ Jeffrey A. Zaluda Practical Guidance for Trustee Risk Management (Volume 32, Number 4 – Spring 2007)

Word, Tom Remembering Dennis (Volume 43, Number 1 – Fall 2017)

Wright, Danaya C. w/ Beth Sterner Honoring Probable Intent in Intestacy: An Empirical Assessment of the Default Rules and the Modern Family (Volume 42, Number 3 – Winter 2017)

Yates, Karen E. w/ N. Todd Angkatavanich The Preferred Partnership Grat—a Way Around the Etip Issue? (Volume 35, Number 3 – Winter 2009)

Ytterberg, Alan V. w/ James P. Weller Managing Family Wealth Through a Private Trust Company (Volume 36, Number 3 – Winter 2010)

Zaluda, Jeffrey A. w/ Lauren J. Wolven Practical Guidance for Trustee Risk Management (Volume 32, Number 4 – Spring 2007)

Zaritsky, Howard M. A Brief Review of Professor F. Philip Manns, Jr., Powers of Attorney Under the Uniform Power of Attorney Act Including Reference to Virginia Law (Volume 43, Number 3 – Spring 2018)

Zaritsky, Howard M. w/ S. Alan Medlin and F. Ladson Boyle Construing Wills and Trusts During the Estate Tax Hiatus in 2010 (Volume 36, Number 2 – Fall 2010)

Zaritsky, Howard M. w/ Mary Ann Mancini Insurable Interests: Aprés Chawla, Le Deluge? (Volume 32, Number 3 – Winter 2006)

Zaritsky, Howard M. Personal Reflections About Working With Dennis, the Best Trusts and Estates Lawyer in Virginia (Volume 43, Number 1 – Fall 2017)

Zeydel, Diana S. C. w/ Mitchell M. Gans and Jonathan G. Blattmachr New Penalties on Appraisers and Related Valuation Worries Spawned by the Pension Protection Act of 2006 (Volume 32, Number 4 – Spring 2007)

Zhou, Cindy w/ Stephanie E. Heilborn Robinette V. Helvering (Volume 42, Number 1 – Spring 2016)

Ziegler, Henry S. An In-Bound Tax Trap for Unsuspecting Grantors (Volume 29, Number 1 – Summer 2003)

Zimring, Stuart D. Introduction to Housing Issues of the Elderly (Volume 28, Number 1 – Summer 2002)