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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July 2019 Issue

Jun 28, 2019

The Transfer Tax Playbook, Signs Your Client Has Dementia, Trust Drafting with the End in Mind

Signs Your Client Has Dementia

Jun 17, 2019

Why it matters and what to do.

Medicare: The Next Frontier

Jun 17, 2019

One of the most complex steps taken by new retirees.

Making (or Not Making) the Case for Domestication of a Non-U.S. Trust

Jun 17, 2019

Different factors that could tip the scales.

Trust Drafting With the End in Mind

Jun 17, 2019

Provisions that can complement or crash terminations or modifications.

California’s New Decanting Statute

Jun 17, 2019

Is it a welcome addition to the state’s trust law that other states may want to adopt?

From the Legal Bar to the Health Bar

Jun 17, 2019

The greatest (and least discussed) internal and external threat to an estate plan and our careers.

Team Culture

Jun 17, 2019

Achieving the 5Cs of teaming and value-add for clients.

A Taxing Dilemma

Jun 17, 2019

Encouraging clients to take advantage of the increased exemption.

The Transfer Tax Playbook

Jun 17, 2019

The four ways to pass on wealth free of gift and estate taxes.

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