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To clarify the issues in estate and gift taxation, a conference was held at the Brookings Institution where a group of experts reviewed the major controversial issues, analyzed the provisions of the present law, and clarified differences of opinion on this part…

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This important collection of essays by a distinguished group of trust lawyers demonstrates that trusts law continues to be an area of great vitality and practical significance. Trusts is a subject that excites interest with its mixture of sophisticated thinking…

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The authors argue that the principle causes of the poor performance record of pension plan investments are frequent portfolio reallocations and high turnover. They show that these twin strategies act more to incur unnecessary costs than to enhance profits. They…

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Pension funds are big business. They are important to employers, employees, governments, and society at large. With the increasing concern over dwindling retirement benefits and the effect on public awareness of recent pension fund crises, managing pension plans…

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This unique annotated bibliography cites important monographs, journal articles, reference works, and dissertations devoted to U.S. pension fund management and investment. Scholarly, analytical, and descriptive works on pensions published between 1948 and 1989…

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Internationally recognized experts in the field introduce their "business excellence paradigm". In this book, two leading pension fund experts lay out a comprehensive plan for effective fund management. With the help of domestic and global case studies they…

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The origins of this book lie in the first Oxford Law Colloquium held in St John's College, Oxford, on 12-13 September 1991, organized by the Faculty of Law of the University of Oxford and the Norton Rose M5 Group, a national association of seven major…

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Coping with the ageing of the population without major economic disruption is undoubtedly one of the major challenges facing the global economy and world financial markets both now and for the coming decades. In this context, this book assesses the major economic…

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A text that quantifies and provides new or improved actuarial notation for long recognized pension cost concepts and procedures, and, in certain areas, develops new insights and techniques. With the exception of the first few chapters, the text is a virtual…