Trusts & Estates | Wealth Management

Trusts & Estates is the pre-eminent, peer review journal and website for wealth management professionals serving the needs of high-net-worth clients, family business owners, family offices, charitably inclined donors and non-profit corporations.

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Gifts of Non-Cash Assets—A Phoenix Rising From the Ashes of Recession?

Apr 17, 2019

Robert F. Sharpe, Jr. discusses the greatest impact on philanthropy during the Great Recession.

Tax Law Update: May 2019

Apr 17, 2019

David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month.

Show Me the Money!

Apr 17, 2019

Does settlor intent matter when a beneficiary wants to change an irrevocable trust?

Serving as Trustee Without a Safety Net

Apr 17, 2019

When not obtaining a beneficiary’s consent may be a fiduciary’s best option.

Optimal Marital Trust Planning for Non-U.S. Citizen Surviving Spouses

Apr 17, 2019

Maximizing income can minimize federal estate tax.

Fiduciary Law Trends

Apr 17, 2019

A roundup of significant court cases.

Deducting Charitable Art Donations

Apr 17, 2019

Avoid pitfalls and pratfalls—seize windfalls.

Recapturing Copyrights

Apr 17, 2019

Help your clients make money from their works.

Formula General Powers of Appointment to the Rescue

Apr 17, 2019

They can use the surviving spouse’s otherwise unused estate tax exclusion and cause credit shelter trust assets to receive stepped-up basis.

On the Cover: May 2019

Apr 17, 2019

Legal editor Anna Sulkin discusses this month's cover.

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