• "Analysis of the IDIOT Trust®," Insights & Strategies (April 1998)
  
  
• "Reducing Gift Tax Liability Using Intentionally Defective Irrevocable Outstanding Trusts," Journal of Asset Protection (January/February 1999)
  
  

Split-Dollar Insurance Articles

• "Analysis of New IRS Split-Dollar Guidance (Notice 2002-8)," Insights & Strategies (February 2002)
  

• "Analysis of Split-Dollar Final Regulations," Insights & Strategies (October 2003)
  

• The Weinberg Group Split-Dollar Rescue Program
  
  
• Split Dollar Term Rates Chart

• 2003 Heckerling Estate Planning Institute (PowerPoint Presentation)
  

• The Side Fund Split-Dollar Solution™ (PowerPoint Presentation)

• "The Side Fund Split-Dollar Solution™: A New Technique for Split-Dollar" - Parts 1 and 2 - Estate Planning (January/February 2006)

Life Settlement Articles

• Trusts & Estates review of Life Settlement NumberCruncher™ (February 2008)

• "When to Hold, When to Fold," National Underwriter (May 2008)
  

• "Life Settlements: How to Know When to Hold and When to Fold," Estate Planning (August 2008) (11.3MB)
  
  
• "Life Settlements: Know When to Hold and When to Fold," Journal of Financial Service Professionals (September 2008)
  

• "Many Things to Consider with Life Settlement Gifts to Charity," National Underwriter (October 2008)