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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Misconceptions Regarding Private Non-Operating Foundations

Jul 01, 2020

Practical measures that can help avoid pitfalls.

Benefits of Designating a Trusted Contact Person

Jul 01, 2020

It may help to curtail elder financial abuse.

July 2020

Jul 01, 2020

Digital Edition - Committee Report: Elder Care

LGBTQ Planning Issues

Jul 01, 2020

Using a special trust advisor.

Say a Little Prayer for Your Beneficiaries

Jul 01, 2020

Navigating religious conditional bequests.

Tips From the Pros: Estate Planning in a Pandemic

Jul 01, 2020

Charles A. Redd describes why the current environment may actually be a boon for estate planners and their clients.

Giving More Effectively While Awaiting Economic Recovery

Jul 01, 2020

Robert F. Sharpe, Jr. explains how the current confluence of health, economic and social dislocation has impacted philanthropy in the United States.

Tax Law Update: July 2020

Jul 01, 2020

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

On the Cover: July 2020

Jul 01, 2020

Legal editor Anna Sulkin discusses this month's cover.

Note From the Editor: July 2020

Jul 01, 2020

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