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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Paying Premiums for Life Insurance Policies in Trusts

Mar 21, 2019

An overview of the funding methods available.

U.S. Owners of Foreign Corporations Face New Hurdles

Mar 21, 2019

The innocent found GILTI.

Changing Domiciles to Save on Taxes

Mar 21, 2019

What do “Morning Joe’s” Joe and Mika know that we don’t?

Planning at the Eleventh Hour: Part II

Mar 21, 2019

Augmenting a practitioner’s checklist for clients near death.

Tips From the Pros: The Final Phase of My Practice: The 4-3 Model

Mar 21, 2019

Louis S. Harrison suggests a way for an estate-planning attorney to plan for his own retirement.

The Wealth Tax as The Trojan Horse to Curtail Charitable Incentives?

Mar 21, 2019

Christopher P. Woehrle examines Congressional proposals to determine their feasibility of design and implementation and projects the implications to charitable giving.

Tax Law Update: April 2019

Mar 21, 2019

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

On the Cover: April 2019

Mar 21, 2019

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

Note From the Editor: April 2019

Mar 21, 2019

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

March 2019 Issue

Mar 01, 2019

Committee Report on Family Business, Where's There's a Will, There's a Family; Turn(er)ing Back to Basics with FLPs; And You Thought U.S. Taxation of Trusts Was Complicated, Planning For the Sale of a Closely Held Business

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