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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Rules for the Road

Jan 25, 2019

How to keep private foundations cruising smoothly.

A Retail Trust Company Model for the Multi-Family Office

Jan 25, 2019

This may offer an efficient, long-term solution.

Constitutional Challenges to State Income Taxation of Trusts

Jan 25, 2019

Implications of Fielding v. Commissioner.

Tips From the Pros: It’s Not You, It’s Me: Saying Goodbye to Departing Clients

Jan 25, 2019

Louis S. Harrison explores from a practical side how to say “goodbye” (not “good riddance”) to clients who’ve become ex-clients.

Designing the Charitable Remainder Trust for Uncertain Times

Jan 25, 2019

Christopher P. Woehrle discusses a recent PLR highlighting the flexibility of the CRUT and CRAT.

Tax Law Update: February 2019

Jan 25, 2019

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

On the Cover: February 2019

Jan 25, 2019

Associate legal editor Anna Sulkin discusses this month's cover.

Note from the Editor: February 2019

Jan 25, 2019

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

Resolve Conflicts With the IRS on Business Valuations

Jan 25, 2019

Build constructive, connecting relationships, listen and work towards a negotiated closure.

Estate of Streightoff: An Unusual Decision On the Valuation of a Controlling Interest

Jan 25, 2019

The result turns on what was transferred.

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