Publications

Articles From Louis S. Harrison

Total Return Trusts Give Trustees Flexibility in Ever-changing Markets

By Louis S. Harrison, Erica E. Lord, and Senator Kirk W. Dillard
May
2003
Article
Page 240
This new law permits trustees to invest prudently while serving the needs of both remainder and income beneficiaries.

Creative and Strategic Estate Planning for Transfer of Qualified Retirement Assets

By Louis S. Harrison
September
1999
Article
Page 480
A review of some of the sophisticated strategies estate planners use to minimize taxes on the transfer at death of IRA and other tax-deferred assets.

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