Publications

Section Newsletter Articles From Dennis J. Jacknewitz

Estate and income planning tips and checklists By Dennis J. Jacknewitz Trusts and Estates, April 2019 Practical information and tips to assist attorneys at the beginning of the estate planning process.
Estate and income planning tips and checklists By Dennis J. Jacknewitz Business Advice and Financial Planning, March 2019 Practical information and tips to assist attorneys at the beginning of the estate planning process.
Use of an estate planning questionnaire as part of a coordinated process in your practice By Dennis J. Jacknewitz and Brian T. McCarthy Business Advice and Financial Planning, February 2017 A comprehensive form can ensure a thorough disclosure and complete analysis of the client’s potential estate. A sample form used by the authors is included here.
A potpourri of business advice and financial planning tips By Dennis J. Jacknewitz Business Advice and Financial Planning, December 2015 Tips of interest to practitioners.
Estate planning, trusts and estates potpourri for 2014 By Dennis J. Jacknewitz Trusts and Estates, March 2014 The author shares some items of interest.
Tips from Heckerling 2013 and beyond By Dennis J. Jacknewitz Trusts and Estates, March 2013 The author shares what he learned from Heckerling and in the months since the conference in light of the new American Taxpayer Relief Act of 2012.
Estate planning tips—From ethical wills to in terrorem clauses and beyond By Dennis J. Jacknewitz Trusts and Estates, May 2012 Practice tips for the estate planning practitioner.
Philanthropic estate planning using community foundations By Dennis J. Jacknewitz Trusts and Estates, September 2011 A look at what constitutes a community foundation, how it differs from a private foundation, and how an attorney can utilize community foundations for particular client charitable needs.
The Charitable Gift Annuity: A valuable financial tool for the elder non-affluent client who has an inter vivos charitable intent By Dennis J. Jacknewitz Elder Law, January 2009 This article will attempt to illustrate to its readers how a charitable gift annuity can be a valuable tool for the elderly client who is not affluent, who has limited taxable income, who has a current charitable intent and who is not confronted with Medicaid issues.

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