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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Chrem v. Commissioner: The Perils of Ignoring Strict, Literal Compliance

Nov 16, 2018

Christopher P. Woehrle describes a case addressing Internal Revenue Code compliance in the context of charitable gifts of publicly traded securities.

Tax Law Update: December 2018

Nov 16, 2018

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

On the Cover: December 2018

Nov 16, 2018

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

Note from the Editor: December 2018

Nov 16, 2018

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

November 2018 Issue

Oct 24, 2018

Committee Report on International Practice; Art, Auctions & Antiques; Estate Planning and Taxation; Elder Care and more

The Trusts and Estates Lawyer at 40

Oct 18, 2018

Four key drivers of change.

Major Changes in Japan’s Gift and Inheritance Tax Laws

Oct 18, 2018

Welcome relief for foreign nationals who qualify as temporary foreigners.

Case Studies From Israel

Oct 18, 2018

Cross-generation transitions of ownership, control and management of the family business.

Avoid Private Trust Company Pitfalls

Oct 18, 2018

Focus on managing both wealth and risk.

Cryptocurrency and the FBAR

Oct 18, 2018

Reporting requirements that every estate planner should know.

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