Trust & Estates: Coverage for all you estate planning needs

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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Note From the Editor: July/August 2021

Jul 22, 2021

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

Trust & Estates: June 2021 Digital Edition

Jun 02, 2021

Features on Fiduciary Professions and Perspectives, plus columns on Tax Law Update, Philanthropy and Tips From the Pros

Review of Reviews: “Wills Formalities in a Post-Pandemic World: A Research Agenda,” University of Chicago Legal Forum (forthcoming)

May 21, 2021

Bridget J. Crawford, professor of law, Pace University School of Law in White Plains, N.Y., Kelly Purser, faculty of business and law, Queensland University of Technology in Brisbane, Australia and Tina Cockburn, faculty of law, Queensland...

Review of Reviews: “Transfer on Death Deeds: It is Time to Establish the Rules of the Game,” Florida Law Review (August 2020)

May 21, 2021

Stephanie Emrick, attorney at Scruggs, Carmichael & Wershow, P.A. in Gainesville, Fla.

Review of Reviews: “An Estate Plan For Kanye West,” Cardozo Arts & Entertainment Law Journal, Vol. 39 (2021)

May 21, 2021

Thomas Simmons, professor, University of South Dakota Knudson School of Law in Vermillion, S.D.

Review of Reviews: “Adversity, Inconsistency, and the Incomplete Nongrantor Trust,” 39 Va. Tax Rev. 419 (Summer 2020)

May 21, 2021

Grayson M.P. McCough, the Gerald Sohn professor of law at the University of Florida in Gainesville, Fla.

The SECURE Act’s Hidden Headline

May 21, 2021

The newly created non-required distribution period may negatively impact a trust’s current income beneficiary’s entitlement to all the trust’s net income.

Obstacles When Charities are Named as Beneficiaries of a Retirement Account

May 21, 2021

Steps to make transfer of assets more efficient and with less wasted cost and time.

Reduced RMDs From Retirement Accounts

May 21, 2021

What to expect beginning in 2022.

Transforming a Trust Into A See-Through Trust

May 21, 2021

When beneficiaries include charities, meeting the required minimum distribution rules can get complicated.