President Clinton signed the Gramm-Leach-Bliley Act (GLB) into law on November 12, 1999. Beginning shortly thereafter and continuing until the present day, federal banking, and other agencies have been issuing proposed and final rules as required...

Wealth management professionals are increasingly recognizing and utilizing the power of the Internet to improve their practices, so says the recently-released North American Private Banking/Wealth Management Survey, conducted by...

President Clinton signed the Gramm-Leach-Bliley Act (GLB) into law on November 12, 1999. Beginning shortly thereafter and continuing until the present day, federal banking, and other agencies have been issuing proposed and final rules as required...

For the main resources for legal materials that deal with estate planning and administration you might begin with the Web sites of national organizations, such as the American Bar Associations Real Property, Probate and Trust Law Section public...

For full survey results, click here. Since the most recent version of the estate tax was enacted in 1916, trusts and estates attorneys have helped taxpayers and their heirs minimize and even eliminate substantial wealth transfer taxation. Through...