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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Avoid Underreporting the Value of Art

Mar 26, 2020

Expert’s opinion successfully challenged in court.

Divorce and the Division of Art Assets In Hong Kong

Mar 26, 2020

A review of the steps that clients should take.

Managing the Disposition of an Art Collection

Mar 26, 2020

An analysis from three perspectives.

Using a CRUT to SECURE the Benefits of a Stretch IRA Trust

Mar 25, 2020

Eliminate income tax on retirement account assets.

Is the TEA POT Trust Right for Your Clients?

Mar 25, 2020

It may be the best prescription for the new 10-year payout requirements for IRAs.

Security for Disabled and Chronically Ill Beneficiaries

Mar 25, 2020

What we know now and what further guidance is needed.

Drafting See-Through Trusts After the SECURE Act

Mar 25, 2020

Choosing optimal distribution dates and amounts.

Charitable Remainder Trusts Replicate the Stretch for IRAs

Mar 25, 2020

There are some tradeoffs to consider.

Overview of SECURE Act Changes

Mar 25, 2020

There’s more than the elimination of the stretch IRA.

IRA Trap After Age 70 1/2

Mar 25, 2020

Warn your clients not to contribute to their IRAs after this age.

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