Tax Planners Beware of Patented Estate Planning Techniques!
Dennis I. Belcher and Dana G. Fitzsimons Jr.
Tax Planners—Beware ofPatented Estate PlanningTechniques!By Dennis I. Belcher andDana G. Fitzsimons Jr.You are sitting in your office when your secretary hands you a telephone message from one of your good clients, a high-level executive in a large New York Stock Exchange company. You are looking forward to returning this call because you anticipate your client thanking you for the great succees of an estate planning technique that you recommended and your client implemented. In 2004, you Dennis...