Trusts & Estates is the town center where experts who serve the planning needs of the ultra-wealthy gather to gain insight into their specialties and to learn about related professions. Community members include estate-planning lawyers, corporate and individual trustees, financial planners, 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 generally 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 e-newsletters a month - Wealth Watch (two times a month) 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 – Carolyn A. Chandler
Contributing Editor - Dawn S. Markowitz
Art Director - Pat Prince
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 - Diane Straughen
Production Manager - Vicki McCarty
Advertising Sales
Mid-Atlantic Sales Manager - Peter Lanthier
New England Sales Manager - Matthew Butcher
Southeast Sales Manager - Rich Santos
Midwest Sales Manager - Marc Angel
West Coast Sales Manager - Neil Dant
Business Development Manager/Classified and Directory Sales - Adam Strominger
Trusts & Estates is published by Penton Media Inc.
Chief Executive Officer - Sharon Rowlands
Chief Financial Officer - Jean Clifton
General Counsel – Elise Zealand
Senior Vice President, Digital Operations - Lisa Parks
