Trusts & Estates: January 2025 Digital Edition Dec 28, 2024 Special Report: Planning Ahead; Features On: Estate Planning & Taxation and Perspectives; Special Section: Tax Year in Review 2024 Estate-Planning Associates Share Their Stories Jan 22, 2025 Here's what attracted them to this area of the law, how they ended up at their respective firms and what tasks... Estimating the Fair Market Value of Large Blocks of Publicly Traded Stock Jan 21, 2025 The methods and procedures that analysts commonly apply. Subscribe to Ensure Delivery of our "Tax Year in Review" Issue - ONLY $149 Subscribe Now! Sign up for the WM Morning Memo newsletter. AfghanistanAland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBritish Virgin IslandsBruneiBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCaribbean NetherlandsCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos (Keeling) IslandsColombiaComorosCongo (Brazzaville)Congo (Kinshasa)Cook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHondurasHong Kong, S.A.R., ChinaHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyIvory CoastJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLaosLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacau, S.A.R., ChinaMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNetherlands AntillesNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorthern Mariana IslandsNorth KoreaNorwayOmanPakistanPalauPalestinian TerritoryPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarReunionRomaniaRussiaRwandaSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint Martin (French part)Saint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwazilandSwedenSwitzerlandSyriaTaiwan, ChinaTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluU.S. Virgin IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUnited States Minor Outlying IslandsUruguayUzbekistanVanuatuVaticanVenezuelaVietnamWallis and FutunaWestern SaharaYemenZambiaZimbabwe Sign Up Enter your email above to receive messages about offerings by Informa, its brands, affiliates and/or third-party partners, consistent with Informa's Privacy Policy. List Leave this field blank Valuation Pronouncements in Connelly Jan 21, 2025 Analyzing the underpinnings of the U.S. Supreme Court’s decision. IRS Qualified Appraiser Rules Jan 21, 2025 Lessons From Estate of Hoensheid v. Commissioner How to Avoid Bias in Valuations Jan 21, 2025 Eight types to guard against. Cornwell Ruling Provides Cautionary Lessons for Professional Advisors Jan 21, 2025 How to mitigate exposure to reputational harm. Artificial Intelligence—Friend or Foe? Jan 21, 2025 Adapting to the AI revolution while maintaining the human touch. Arranging a Meeting of the Minds Jan 21, 2025 Explaining technical concepts to clients for greater understanding and satisfaction. Addressing the Human and Technical Aspects to Meet the Planning Needs of UHNW Families Jan 21, 2025 Practical steps for continuing to accelerate growth. Practical Practice Solutions: What to Tell Clients in 2025 Jan 21, 2025 Martin M. Shenkman and Joy Matak discuss three issues in 2025 paramount to the estate-planning landscape. Responding to Inflation With a Charitable Gift Annuity? Jan 21, 2025 Christopher P. Woehrle takes us through a hypothetical to see what happens to a charitable gift annuity when a once-in-a-century event, like a pandemic, intervenes. On the Cover: February 2025 Jan 21, 2025 Legal Editor Anna Sulkin Stern discusses this month's cover art. Load More 1 2 next last Load More
Estate-Planning Associates Share Their Stories Jan 22, 2025 Here's what attracted them to this area of the law, how they ended up at their respective firms and what tasks... Estimating the Fair Market Value of Large Blocks of Publicly Traded Stock Jan 21, 2025 The methods and procedures that analysts commonly apply. Subscribe to Ensure Delivery of our "Tax Year in Review" Issue - ONLY $149 Subscribe Now! Sign up for the WM Morning Memo newsletter. AfghanistanAland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBritish Virgin IslandsBruneiBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCaribbean NetherlandsCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos (Keeling) IslandsColombiaComorosCongo (Brazzaville)Congo (Kinshasa)Cook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHondurasHong Kong, S.A.R., ChinaHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyIvory CoastJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLaosLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacau, S.A.R., ChinaMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNetherlands AntillesNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorthern Mariana IslandsNorth KoreaNorwayOmanPakistanPalauPalestinian TerritoryPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarReunionRomaniaRussiaRwandaSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint Martin (French part)Saint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwazilandSwedenSwitzerlandSyriaTaiwan, ChinaTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluU.S. Virgin IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUnited States Minor Outlying IslandsUruguayUzbekistanVanuatuVaticanVenezuelaVietnamWallis and FutunaWestern SaharaYemenZambiaZimbabwe Sign Up Enter your email above to receive messages about offerings by Informa, its brands, affiliates and/or third-party partners, consistent with Informa's Privacy Policy. List Leave this field blank Valuation Pronouncements in Connelly Jan 21, 2025 Analyzing the underpinnings of the U.S. Supreme Court’s decision. IRS Qualified Appraiser Rules Jan 21, 2025 Lessons From Estate of Hoensheid v. Commissioner How to Avoid Bias in Valuations Jan 21, 2025 Eight types to guard against. Cornwell Ruling Provides Cautionary Lessons for Professional Advisors Jan 21, 2025 How to mitigate exposure to reputational harm. Artificial Intelligence—Friend or Foe? Jan 21, 2025 Adapting to the AI revolution while maintaining the human touch. Arranging a Meeting of the Minds Jan 21, 2025 Explaining technical concepts to clients for greater understanding and satisfaction. Addressing the Human and Technical Aspects to Meet the Planning Needs of UHNW Families Jan 21, 2025 Practical steps for continuing to accelerate growth. Practical Practice Solutions: What to Tell Clients in 2025 Jan 21, 2025 Martin M. Shenkman and Joy Matak discuss three issues in 2025 paramount to the estate-planning landscape. Responding to Inflation With a Charitable Gift Annuity? Jan 21, 2025 Christopher P. Woehrle takes us through a hypothetical to see what happens to a charitable gift annuity when a once-in-a-century event, like a pandemic, intervenes. On the Cover: February 2025 Jan 21, 2025 Legal Editor Anna Sulkin Stern discusses this month's cover art. Load More 1 2 next last Load More
Estimating the Fair Market Value of Large Blocks of Publicly Traded Stock Jan 21, 2025 The methods and procedures that analysts commonly apply. Subscribe to Ensure Delivery of our "Tax Year in Review" Issue - ONLY $149 Subscribe Now!
Valuation Pronouncements in Connelly Jan 21, 2025 Analyzing the underpinnings of the U.S. Supreme Court’s decision. IRS Qualified Appraiser Rules Jan 21, 2025 Lessons From Estate of Hoensheid v. Commissioner How to Avoid Bias in Valuations Jan 21, 2025 Eight types to guard against. Cornwell Ruling Provides Cautionary Lessons for Professional Advisors Jan 21, 2025 How to mitigate exposure to reputational harm. Artificial Intelligence—Friend or Foe? Jan 21, 2025 Adapting to the AI revolution while maintaining the human touch. Arranging a Meeting of the Minds Jan 21, 2025 Explaining technical concepts to clients for greater understanding and satisfaction. Addressing the Human and Technical Aspects to Meet the Planning Needs of UHNW Families Jan 21, 2025 Practical steps for continuing to accelerate growth. Practical Practice Solutions: What to Tell Clients in 2025 Jan 21, 2025 Martin M. Shenkman and Joy Matak discuss three issues in 2025 paramount to the estate-planning landscape. Responding to Inflation With a Charitable Gift Annuity? Jan 21, 2025 Christopher P. Woehrle takes us through a hypothetical to see what happens to a charitable gift annuity when a once-in-a-century event, like a pandemic, intervenes. On the Cover: February 2025 Jan 21, 2025 Legal Editor Anna Sulkin Stern discusses this month's cover art. Load More 1 2 next last Load More
IRS Qualified Appraiser Rules Jan 21, 2025 Lessons From Estate of Hoensheid v. Commissioner How to Avoid Bias in Valuations Jan 21, 2025 Eight types to guard against. Cornwell Ruling Provides Cautionary Lessons for Professional Advisors Jan 21, 2025 How to mitigate exposure to reputational harm. Artificial Intelligence—Friend or Foe? Jan 21, 2025 Adapting to the AI revolution while maintaining the human touch. Arranging a Meeting of the Minds Jan 21, 2025 Explaining technical concepts to clients for greater understanding and satisfaction. Addressing the Human and Technical Aspects to Meet the Planning Needs of UHNW Families Jan 21, 2025 Practical steps for continuing to accelerate growth. Practical Practice Solutions: What to Tell Clients in 2025 Jan 21, 2025 Martin M. Shenkman and Joy Matak discuss three issues in 2025 paramount to the estate-planning landscape. Responding to Inflation With a Charitable Gift Annuity? Jan 21, 2025 Christopher P. Woehrle takes us through a hypothetical to see what happens to a charitable gift annuity when a once-in-a-century event, like a pandemic, intervenes. On the Cover: February 2025 Jan 21, 2025 Legal Editor Anna Sulkin Stern discusses this month's cover art. Load More 1 2 next last Load More
How to Avoid Bias in Valuations Jan 21, 2025 Eight types to guard against. Cornwell Ruling Provides Cautionary Lessons for Professional Advisors Jan 21, 2025 How to mitigate exposure to reputational harm. Artificial Intelligence—Friend or Foe? Jan 21, 2025 Adapting to the AI revolution while maintaining the human touch. Arranging a Meeting of the Minds Jan 21, 2025 Explaining technical concepts to clients for greater understanding and satisfaction. Addressing the Human and Technical Aspects to Meet the Planning Needs of UHNW Families Jan 21, 2025 Practical steps for continuing to accelerate growth. Practical Practice Solutions: What to Tell Clients in 2025 Jan 21, 2025 Martin M. Shenkman and Joy Matak discuss three issues in 2025 paramount to the estate-planning landscape. Responding to Inflation With a Charitable Gift Annuity? Jan 21, 2025 Christopher P. Woehrle takes us through a hypothetical to see what happens to a charitable gift annuity when a once-in-a-century event, like a pandemic, intervenes. On the Cover: February 2025 Jan 21, 2025 Legal Editor Anna Sulkin Stern discusses this month's cover art. Load More 1 2 next last Load More
Cornwell Ruling Provides Cautionary Lessons for Professional Advisors Jan 21, 2025 How to mitigate exposure to reputational harm. Artificial Intelligence—Friend or Foe? Jan 21, 2025 Adapting to the AI revolution while maintaining the human touch. Arranging a Meeting of the Minds Jan 21, 2025 Explaining technical concepts to clients for greater understanding and satisfaction. Addressing the Human and Technical Aspects to Meet the Planning Needs of UHNW Families Jan 21, 2025 Practical steps for continuing to accelerate growth. Practical Practice Solutions: What to Tell Clients in 2025 Jan 21, 2025 Martin M. Shenkman and Joy Matak discuss three issues in 2025 paramount to the estate-planning landscape. Responding to Inflation With a Charitable Gift Annuity? Jan 21, 2025 Christopher P. Woehrle takes us through a hypothetical to see what happens to a charitable gift annuity when a once-in-a-century event, like a pandemic, intervenes. On the Cover: February 2025 Jan 21, 2025 Legal Editor Anna Sulkin Stern discusses this month's cover art. Load More 1 2 next last Load More
Artificial Intelligence—Friend or Foe? Jan 21, 2025 Adapting to the AI revolution while maintaining the human touch. Arranging a Meeting of the Minds Jan 21, 2025 Explaining technical concepts to clients for greater understanding and satisfaction. Addressing the Human and Technical Aspects to Meet the Planning Needs of UHNW Families Jan 21, 2025 Practical steps for continuing to accelerate growth. Practical Practice Solutions: What to Tell Clients in 2025 Jan 21, 2025 Martin M. Shenkman and Joy Matak discuss three issues in 2025 paramount to the estate-planning landscape. Responding to Inflation With a Charitable Gift Annuity? Jan 21, 2025 Christopher P. Woehrle takes us through a hypothetical to see what happens to a charitable gift annuity when a once-in-a-century event, like a pandemic, intervenes. On the Cover: February 2025 Jan 21, 2025 Legal Editor Anna Sulkin Stern discusses this month's cover art. Load More 1 2 next last Load More
Arranging a Meeting of the Minds Jan 21, 2025 Explaining technical concepts to clients for greater understanding and satisfaction. Addressing the Human and Technical Aspects to Meet the Planning Needs of UHNW Families Jan 21, 2025 Practical steps for continuing to accelerate growth. Practical Practice Solutions: What to Tell Clients in 2025 Jan 21, 2025 Martin M. Shenkman and Joy Matak discuss three issues in 2025 paramount to the estate-planning landscape. Responding to Inflation With a Charitable Gift Annuity? Jan 21, 2025 Christopher P. Woehrle takes us through a hypothetical to see what happens to a charitable gift annuity when a once-in-a-century event, like a pandemic, intervenes. On the Cover: February 2025 Jan 21, 2025 Legal Editor Anna Sulkin Stern discusses this month's cover art. Load More 1 2 next last Load More
Addressing the Human and Technical Aspects to Meet the Planning Needs of UHNW Families Jan 21, 2025 Practical steps for continuing to accelerate growth.
Practical Practice Solutions: What to Tell Clients in 2025 Jan 21, 2025 Martin M. Shenkman and Joy Matak discuss three issues in 2025 paramount to the estate-planning landscape. Responding to Inflation With a Charitable Gift Annuity? Jan 21, 2025 Christopher P. Woehrle takes us through a hypothetical to see what happens to a charitable gift annuity when a once-in-a-century event, like a pandemic, intervenes. On the Cover: February 2025 Jan 21, 2025 Legal Editor Anna Sulkin Stern discusses this month's cover art. Load More 1 2 next last Load More
Responding to Inflation With a Charitable Gift Annuity? Jan 21, 2025 Christopher P. Woehrle takes us through a hypothetical to see what happens to a charitable gift annuity when a once-in-a-century event, like a pandemic, intervenes. On the Cover: February 2025 Jan 21, 2025 Legal Editor Anna Sulkin Stern discusses this month's cover art. Load More 1 2 next last Load More
On the Cover: February 2025 Jan 21, 2025 Legal Editor Anna Sulkin Stern discusses this month's cover art. Load More 1 2 next last Load More
