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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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Committee Report on Retirement Benefits, Planning for Family w/Special Needs Considerations, Forestalling Forties Follies & More
Dj Vu All Over Again: Gift Planning 2001
May 28, 2001
D Vu All Over Again: Gift Planning 2001 By Jeff Comfort Georgetown University Washington, D.C. From the vantage point of the new year, a quick review of the landscape of philanthropy and charitable giving in 2000 prompts a quote from Yogi Berra...
Why Families Will Plan With Or Without The Death Tax
May 28, 2001
Why Families Will Plan With Or Without The Death Tax By Patricia M. Soldano Cymric Family Office Services Costa Mesa, CA Families will continue to plan for the passage of assets from one generation to another in a prudent, practical manner whether...
Trusts Will Not Die,Even Without Transfer Taxes
May 28, 2001
Trusts Will Not Die,Even Without Transfer Taxes By Fran M. DeMaris Cannon Financial Institute, Athens, GA The impact of possible transfer tax repeal or reform is still subject to speculation; therefore, reports of the demise of sound tools such as...
New Head of AALU
May 25, 2001
Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item Principal of Winged Keel Group to Head AALU Washington, DC, May 17, 2001 The Association for...
ICFE's Top Five Money Do's For Consumers
May 24, 2001
Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item ICFE's Top Five Money Do's For Consumers San Diego, CA "Most people only need to remember...
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