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Estate Planning

Kathy Wunderi Wealth.com

Top Hollywood Attorney Joins Wealth.com’s Legal Team Top Hollywood Attorney Joins Wealth.com’s Legal Team

Kathy Wunderli has about two decades of experience in private wealth. She called the company’s legal team “second to none” in digital estate planning.

byPatrick Donachie, Senior Reporter

Feb 11, 2025

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1 Min Read

Three Strategies for Engaging a Client's Whole Family Three Strategies for Engaging a Client's Family

Feb 10, 2025

1 Min Read

Highlights of Heckerling

Estate Planning

Highlights of Heckerling Highlights of Heckerling

Feb 6, 2025

1h 30m View

San Diego Padres owner Peter Seidler

Estate Planning

Widow of San Diego Padres Owner Alleges Foul Play Widow of San Diego Padres Owner Alleges Foul Play

byAnna Sulkin Stern - Moderator

Feb 5, 2025

1 Min Read

last will and testament personal property memorandum

Estate Planning

Pros and Cons of Using a Personal Property Memorandum Pros and Cons of Using a Personal Property Memorandum

byHarvey A. Hutchinson

Feb 5, 2025

1 Min Read

Estate Planning

IRS Issues Final Regs on Tax of Transfers from Covered Expatriates to U.S. Residents IRS Issues Final Regs on Tax of Transfers from Expatriates

byMolly Soiffer

Feb 5, 2025

1 Min Read

life insurance document

Life Insurance: A Path Forward in the Advanced Markets in 2025

Life Insurance: A Path Forward in the Advanced Markets in 2025

byCharles L. Ratner

client conversation

Estate Planning

The Value of Client Communication

The Value of Client Communication

byMarvin E. Blum, Austin B. Light

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Estate Planning

How AI is Assisting Advisors in Providing Estate Planning Insights

How AI is Assisting Advisors in Providing Estate Planning Insights

byAndrew Altfest, Founder of Altfest Personal Wealth Management and FP Alpha.

US Supreme Court

The Corporate Transparency Act Whipsaw Continues

The Corporate Transparency Act Whipsaw Continues

byEvgeny Magidenko, Partner, ArentFox Schiff

Trusts Estates February 2025

Estate Planning

Trusts & Estates: February 2025 Digital Edition

Feature on Ultra-High-Net-Worth Families & Family Offices

Trusts & Estates: February 2025 Digital Edition

Feature on Ultra-High-Net-Worth Families & Family Offices

Donald Trump

Trump’s Back: Now What?

Trump’s Back: Now What?

byMarvin E. Blum, C.P.A

IRS building doorway inflation adjustments

IRS Inflation Adjustments for 2025 Explained

IRS Inflation Adjustments for 2025 Explained

byJoshua Decker, Maureen Cook

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Estate Planning

Estate-Planning Associates Share Their Stories

Estate-Planning Associates Share Their Stories

+2

byThomas Tietz, Debbie R. Dembinskyand 2 more

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Estate Planning

Cornwell Ruling Provides Cautionary Lessons for Professional Advisors

Cornwell Ruling Provides Cautionary Lessons for Professional Advisors

byMartin M. Shenkman, Rachel Wasserman

Picture of person holding magnifying glass

Estate Planning

IRS Qualified Appraiser Rules

IRS Qualified Appraiser Rules

byWilliam Harris

Stock Chart

Estate Planning

Estimating the Fair Market Value of Large Blocks of Publicly Traded Stock

Estimating the Fair Market Value of Large Blocks of Publicly Traded Stock

byTimothy J. Meinhart

Supreme Court interior

Estate Planning

Valuation Pronouncements in Connelly

Valuation Pronouncements in Connelly

byWilliam H. Frazier, Managing Director, Valuation Services

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Estate Planning

How to Avoid Bias in Valuations

How to Avoid Bias in Valuations

byMichael A. Gregory

Robot and human touching fingers

Estate Planning

Artificial Intelligence—Friend or Foe?

Artificial Intelligence—Friend or Foe?

byAvi Z. Kestenbaum, Craig R. Hersch

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Estate Planning

Arranging a Meeting of the Minds

Arranging a Meeting of the Minds

byMarvin E. Blum, Austin B. Light

legal team around table open law book

Estate Planning

Addressing the Human and Technical Aspects to Meet the Planning Needs of UHNW Families

Addressing the Human and Technical Aspects to Meet the Planning Needs of UHNW Families

byJames Coutré, Vice President

Two Hands Reaching

Estate Planning

Responding to Inflation With a Charitable Gift Annuity?

Responding to Inflation With a Charitable Gift Annuity?

byChristopher P. Woehrle, Professor and Chair, Department of Tax and Estate Planning

insurance conversation

Estate Planning

What Advisors Should Ask Before Recommending PPLI to Clients

What Advisors Should Ask Before Recommending PPLI to Clients

byCharles L. Ratner

Puzzle Pieces

Estate Planning

Practical Practice Solutions: What to Tell Clients in 2025

Practical Practice Solutions: What to Tell Clients in 2025

byMartin M. Shenkman, Joy Matak

Anna Stern photo

Estate Planning

On the Cover: February 2025

On the Cover: February 2025

byAnna Sulkin Stern - Moderator, Legal Editor

Susan Lipp photo

Estate Planning

Note From the Editor: February 2025

Note From the Editor: February 2025

bySusan R. Lipp - Moderator, Editor in Chief

Heckerling Institute on Estate Planning 2025

Estate Planning

Steps to Consider When Helping Clients Transition the Family Business

Steps to Consider When Helping Clients Transition the Family Business

byAnna Sulkin Stern - Moderator, Legal Editor

catnap72/iStock/Thinkstock

Estate Planning

Burial Rights and Practices

Burial Rights and Practices

byAnna Sulkin Stern - Moderator, Legal Editor

patagonia jacket purpose trusts estate planning succession planning

Estate Planning

Purpose Trusts: An Alternative Ownership Structure for Succession Planning

Purpose Trusts: An Alternative Ownership Structure for Succession Planning

bySusan R. Lipp - Moderator, Editor in Chief

Heckerling Institute on Estate Planning 2025

Estate Planning

Key Takeaways from Heckerling 2025

Key Takeaways from Heckerling 2025

byTrusts & Estates Staff

money globe

Can U.S. Foreign Tax Credits Offset the Net Investment Income Tax?

Can U.S. Foreign Tax Credits Offset the Net Investment Income Tax?

byJoan K. Crain, Global Family Wealth Strategist

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Philanthropy vs. Charity

Philanthropy vs. Charity

byRandy A. Fox, Founder

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Estate Planning

Unlocking the Potential of Carried Interest in Estate Planning

Unlocking the Potential of Carried Interest in Estate Planning

byAnthony Venette, Senior Manager, Business Valuation & Advisory

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Estate Planning

Security and Estate Planning: New Considerations for UHNW Families

Security and Estate Planning: New Considerations for UHNW Families

byMatthew F. Erskine, Managing Partner