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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Review of Reviews: “The Future is Bright Complicated: AI, Apps & Access to Justice,” Okla. L. Rev., Vol. 72, No. 1 (2019)

Nov 23, 2020

Emily S. Taylor Poppe, assistant professor of Law, Irvine School of Law in Irvine, Calif.

Review of Reviews: “Testamentary Transfers and the Intent versus Formalities Debate: The Case for a Charitable Middle Ground,” U. Kan. L. Rev. (forthcoming)

Nov 23, 2020

Peter T. Wendel, professor, Caruso School of Law in Malibu, Calif.

A Case For and Against An Estate Tax

Nov 23, 2020

Two industry experts share their thoughts.

IRS Enforcement Aimed at High-Net-Worth Taxpayers

Nov 23, 2020

Is the Wealth Squad coming for your clients?

Second Marriages Later in Life: Lightning Can Strike Twice!

Nov 23, 2020

Dealing with practical issues and taking advantage of tax benefits.

Tips From the Pros: Is a Wealth Tax in Our Future?

Nov 23, 2020

Al W. King III explains the wealth tax and how it differs from U.S. income, estate and gift taxes.

Accelerating in Full the Good To Be Done

Nov 23, 2020

Christopher P. Woehrle examines whether accelerating the charitable good from a charitable lead trust makes sense in this era of unprecedented economic distress.

Tax Law Update: December 2020

Nov 23, 2020

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

On the Cover: December 2020

Nov 23, 2020

Legal editor Anna Sulkin discusses this month's cover.

Note From the Editor: December 2020

Nov 23, 2020

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

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