The Legal Intelligencer LI Wealth Management February 2015 : Page 1

  |  Special Section  |  February 2015 Wealth Management / Trusts & Estates 3 The Agent’s Role in  Power of Attorney  Matters 5 Addressing Children  Conceived  Posthumously 6 Tread Lightly When  Assigning a Trust  Protector 9 Vetting Charitable  Gifts of Business  Interests 10 Gift Tax  Consequences for  Real Estate Owners 11 Estate Planning With  Captive Insurance  Companies

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