Trusts & Estates is the town center where experts who serve the ultra-wealthy's planning needs gather to gain insight into their specialties and to learn about related professions. This community includes attorneys, fiduciaries, accountants, investment advisors, charitable giving specialists, family office executives, insurance agents and valuation experts.
The monthly magazine is written by experts for experts and available by subscription only. Articles are peer-reviewed by an editorial advisory board. If you would like to suggest an article for publication, please read our editorial guidelines. Click here to subscribe now.
Trusts & Estates also offers:- two annual supplements - Tax Year in Review and Charitable Giving;
- a yearly Wealth Management Resource Guide; and
- three monthly e-newsletters - Fiduciary Litigation Update, Wealth Watch, and Technology Review.
On the website, we offer a variety of additional information sources.
Please feel free to send your suggestions on how we might serve the community even more.
Trusts & Estates Editorial Staff
Editor in Chief - Rorie M. Sherman
Associate Editor - Diane M. Roberts,
Contributing Editor - Dawn S. Markowitz
Group Design Director - John Herr
Art Director - Thomas Albano
Financial Services Group
Sr. Vice President and General Manager - Warren Bimblick
Group Publisher - Rich Santos
Assistant to the Publisher - Claire Cavaliere
Marketing Director - Jay McSherry
Circulation Director - Harvey Swaine
Group Production Manager - Melissa Langstaff
Ad Production Coordinator - Katherine Barker
Online Product Development Director - Rick Seibt
Online Audience Development Manager - Candice Simmons
Advertising Sales
Mid-Atlantic Sales Manager - Peter Lathier
New England Sales Manager - Matthew Butcher
Southeast Sales Manager - Susan Beattie
Midwest Sales Manager - Marc Angel
West Coast Sales Manager - Neil Dant
Classified and Directory Sales Manager - Adam Strominger
