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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Valuation of Preferred Equity Interests In Estate Planning

Jan 25, 2019

A review of characteristics that drive value.

January 2019 Issue

Dec 20, 2018

Tax Year in Review 2018, Special Report: A Matter of Perspective, Estate Planning & Taxation, Best Situs for DAPTs in 2019

Trusts & Estates - 2018 Distinguished Author Awards

Dec 18, 2018

Philanthropy Planning | Rising Stars | Thought Leadership

Tax Reform Spurs Implementation of Planning Strategies

Dec 14, 2018

Techniques fiduciaries need to consider.

Best Situs for DAPTs in 2019

Dec 14, 2018

A ranking of jurisdictions that offer the best asset protection in light of recent case and the UVTA.

Cryptocurrency—Estate and Charitable Planning and Compliance

Dec 14, 2018

Getting up to speed on virtual currencies for fiduciaries, heirs and charities.

The State of the States: 2018

Dec 13, 2018

An update on key planning developments.

Scrambling to Adjust

Dec 13, 2018

Income tax reform has an impact on valuations.

Devil in the Details

Dec 13, 2018

Legislation, a new Uniform Principal and Income Act and reminders to plan with caution were all issues in 2018.

Factors Impacting Charitable Gift Planning

Dec 13, 2018

Tax reform, as well as economic and demographic developments, have had an effect.

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