Defining the Estate: Why Do You Ask?

The meaning can vary depending on the context

The “estate” is central to our professions.  We plan estates, we administer estates and we even call ourselves trusts and estates practitioners.

But what’s this thing called the estate?  How does its definition impact advice to clients and their understanding of their assets and how they pass?  The concept of “estate” has different meanings in various technical contexts, which alone or collectively may not reflect clients’ under

All access premium subscription

Your subscription will include 12 months of Trusts & Estates magazine and access to premium content on WealthManagement.com.

Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish