Subscribe to Trusts & Estates Premium Content Today The pre-eminent, peer review journal and website for wealth management professionals. Learn More
Negotiating a Transformational Gift Sep 20, 2019 What to expect when your institution seeks (and maybe secures) the largest donation in its history. Creating and Operating Charitable Entities Sep 20, 2019 Help clients choose their philanthropic paths through a private foundation or donor-advised fund. The Elements of a Good Gift Acceptance Policy Sep 20, 2019 Anticipate problems and know how to avoid them. An Update on Third-Party Discretionary Trusts With Spendthrift Provisions Sep 20, 2019 Al W. King III discusses the recent trend by the courts to disregard a spendthrift clause of third-party trusts when exception creditors are involved. Tax Law Update: October 2019 Sep 20, 2019 David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month. On the Cover: October 2019 Sep 20, 2019 Legal editor Anna Sulkin discusses this month's cover. Challenges and Strategies for Female Clients and Practitioners Sep 20, 2019 Three practitioners share their thoughts and experiences. Note From the Editor: October 2019 Sep 20, 2019 Editor in Chief Susan R. Lipp discusses this month's issue. Life Insurance: Told vs. Sold – Part 2 Sep 19, 2019 What policy owners are actually buying isn’t always necessarily what they think. Creating Tax Efficiencies with Intentionally Defective Grantor Trusts & Life Insurance Sep 18, 2019 IDGTs are the premier vehicle for affluent families to transfer their wealth to the next generation. Load More first previous … 184 185 186 187 188 189 190 191 192 … next last Load More
Creating and Operating Charitable Entities Sep 20, 2019 Help clients choose their philanthropic paths through a private foundation or donor-advised fund. The Elements of a Good Gift Acceptance Policy Sep 20, 2019 Anticipate problems and know how to avoid them. An Update on Third-Party Discretionary Trusts With Spendthrift Provisions Sep 20, 2019 Al W. King III discusses the recent trend by the courts to disregard a spendthrift clause of third-party trusts when exception creditors are involved. Tax Law Update: October 2019 Sep 20, 2019 David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month. On the Cover: October 2019 Sep 20, 2019 Legal editor Anna Sulkin discusses this month's cover. Challenges and Strategies for Female Clients and Practitioners Sep 20, 2019 Three practitioners share their thoughts and experiences. Note From the Editor: October 2019 Sep 20, 2019 Editor in Chief Susan R. Lipp discusses this month's issue. Life Insurance: Told vs. Sold – Part 2 Sep 19, 2019 What policy owners are actually buying isn’t always necessarily what they think. Creating Tax Efficiencies with Intentionally Defective Grantor Trusts & Life Insurance Sep 18, 2019 IDGTs are the premier vehicle for affluent families to transfer their wealth to the next generation. Load More first previous … 184 185 186 187 188 189 190 191 192 … next last Load More
The Elements of a Good Gift Acceptance Policy Sep 20, 2019 Anticipate problems and know how to avoid them. An Update on Third-Party Discretionary Trusts With Spendthrift Provisions Sep 20, 2019 Al W. King III discusses the recent trend by the courts to disregard a spendthrift clause of third-party trusts when exception creditors are involved. Tax Law Update: October 2019 Sep 20, 2019 David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month. On the Cover: October 2019 Sep 20, 2019 Legal editor Anna Sulkin discusses this month's cover. Challenges and Strategies for Female Clients and Practitioners Sep 20, 2019 Three practitioners share their thoughts and experiences. Note From the Editor: October 2019 Sep 20, 2019 Editor in Chief Susan R. Lipp discusses this month's issue. Life Insurance: Told vs. Sold – Part 2 Sep 19, 2019 What policy owners are actually buying isn’t always necessarily what they think. Creating Tax Efficiencies with Intentionally Defective Grantor Trusts & Life Insurance Sep 18, 2019 IDGTs are the premier vehicle for affluent families to transfer their wealth to the next generation. Load More first previous … 184 185 186 187 188 189 190 191 192 … next last Load More
An Update on Third-Party Discretionary Trusts With Spendthrift Provisions Sep 20, 2019 Al W. King III discusses the recent trend by the courts to disregard a spendthrift clause of third-party trusts when exception creditors are involved. Tax Law Update: October 2019 Sep 20, 2019 David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month. On the Cover: October 2019 Sep 20, 2019 Legal editor Anna Sulkin discusses this month's cover. Challenges and Strategies for Female Clients and Practitioners Sep 20, 2019 Three practitioners share their thoughts and experiences. Note From the Editor: October 2019 Sep 20, 2019 Editor in Chief Susan R. Lipp discusses this month's issue. Life Insurance: Told vs. Sold – Part 2 Sep 19, 2019 What policy owners are actually buying isn’t always necessarily what they think. Creating Tax Efficiencies with Intentionally Defective Grantor Trusts & Life Insurance Sep 18, 2019 IDGTs are the premier vehicle for affluent families to transfer their wealth to the next generation. Load More first previous … 184 185 186 187 188 189 190 191 192 … next last Load More
Tax Law Update: October 2019 Sep 20, 2019 David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month. On the Cover: October 2019 Sep 20, 2019 Legal editor Anna Sulkin discusses this month's cover. Challenges and Strategies for Female Clients and Practitioners Sep 20, 2019 Three practitioners share their thoughts and experiences. Note From the Editor: October 2019 Sep 20, 2019 Editor in Chief Susan R. Lipp discusses this month's issue. Life Insurance: Told vs. Sold – Part 2 Sep 19, 2019 What policy owners are actually buying isn’t always necessarily what they think. Creating Tax Efficiencies with Intentionally Defective Grantor Trusts & Life Insurance Sep 18, 2019 IDGTs are the premier vehicle for affluent families to transfer their wealth to the next generation. Load More first previous … 184 185 186 187 188 189 190 191 192 … next last Load More
On the Cover: October 2019 Sep 20, 2019 Legal editor Anna Sulkin discusses this month's cover. Challenges and Strategies for Female Clients and Practitioners Sep 20, 2019 Three practitioners share their thoughts and experiences. Note From the Editor: October 2019 Sep 20, 2019 Editor in Chief Susan R. Lipp discusses this month's issue. Life Insurance: Told vs. Sold – Part 2 Sep 19, 2019 What policy owners are actually buying isn’t always necessarily what they think. Creating Tax Efficiencies with Intentionally Defective Grantor Trusts & Life Insurance Sep 18, 2019 IDGTs are the premier vehicle for affluent families to transfer their wealth to the next generation. Load More first previous … 184 185 186 187 188 189 190 191 192 … next last Load More
Challenges and Strategies for Female Clients and Practitioners Sep 20, 2019 Three practitioners share their thoughts and experiences. Note From the Editor: October 2019 Sep 20, 2019 Editor in Chief Susan R. Lipp discusses this month's issue. Life Insurance: Told vs. Sold – Part 2 Sep 19, 2019 What policy owners are actually buying isn’t always necessarily what they think. Creating Tax Efficiencies with Intentionally Defective Grantor Trusts & Life Insurance Sep 18, 2019 IDGTs are the premier vehicle for affluent families to transfer their wealth to the next generation. Load More first previous … 184 185 186 187 188 189 190 191 192 … next last Load More
Note From the Editor: October 2019 Sep 20, 2019 Editor in Chief Susan R. Lipp discusses this month's issue. Life Insurance: Told vs. Sold – Part 2 Sep 19, 2019 What policy owners are actually buying isn’t always necessarily what they think. Creating Tax Efficiencies with Intentionally Defective Grantor Trusts & Life Insurance Sep 18, 2019 IDGTs are the premier vehicle for affluent families to transfer their wealth to the next generation. Load More first previous … 184 185 186 187 188 189 190 191 192 … next last Load More
Life Insurance: Told vs. Sold – Part 2 Sep 19, 2019 What policy owners are actually buying isn’t always necessarily what they think. Creating Tax Efficiencies with Intentionally Defective Grantor Trusts & Life Insurance Sep 18, 2019 IDGTs are the premier vehicle for affluent families to transfer their wealth to the next generation. Load More first previous … 184 185 186 187 188 189 190 191 192 … next last Load More
Creating Tax Efficiencies with Intentionally Defective Grantor Trusts & Life Insurance Sep 18, 2019 IDGTs are the premier vehicle for affluent families to transfer their wealth to the next generation. Load More first previous … 184 185 186 187 188 189 190 191 192 … next last Load More