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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Keep, Sell or Surrender?

Mar 25, 2020

When your client thinks life insurance coverage is no longer needed.

Life Insurance Triage Tips for Fiduciaries

Mar 25, 2020

Help clients evaluate whether it pays to sell a policy through a life settlement.

Life Insurance for the Not-So-Silent Majority

Mar 25, 2020

Uses other than for estate planning.

Tips From the Pros: We Didn’t Start the Fire: Turning New Laws Into New Opportunities

Mar 25, 2020

James I. Dougherty advises planners on how to positively embrace change.

Fairbairn v. Fidelity Investments Charitable Gift Fund: Plaintiffs’ Day in Court Still Possible, But Will Victory be Pyrrhic?

Mar 25, 2020

Christopher P. Woehrle discusses the implications of a recent case.

Tax Law Update: April 2020

Mar 25, 2020

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

On the Cover: April 2020

Mar 25, 2020

Legal editor Anna Sulkin discusses this month's cover.

Note From the Editor: April 2020

Mar 25, 2020

Editor in Chief Susan R. Lipp discusses this month's issue.

How Demographic Changes Impact Family Enterprises

Feb 20, 2020

The combination of economic and emotional systems create challenges.

Avoiding Prying Eyes in Family and Closely Held Business Communications

Feb 20, 2020

Take steps to help clients reduce the risk of disclosing private information.

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