Trusts & Estates is the preeminent, 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 nonprofit corporations. Community members include estate planning attorneys, corporate and individual trustees, bank trust officers, financial planners and investment professionals, CPAs, charitable giving experts, family office executives, insurance professionals 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.
As a Trusts & Estates subscriber you're also entitled to:
Two annual supplements - Tax Year in Review and Charitable Giving; Three e-newsletters a month - Wealth Watch (two times a month) and Technology Review.
We're also proud to offer our subscribers free Webinars and our video series, Industry Insights where we interview experts in the estate planning field on timely topics.
Also be sure to check out Trusts & Estates' new website, WealthManagement.com. The preeminent social networking and marketing platform for wealth management professionals.
Trusts & Estates Editorial Staff
Editor in Chief - Susan R. Lipp
Associate Legal Editor – David H. Lenok
Legal Editor - Dawn S. Markowitz
Art Director - Kathy McGilvery
Wealth Management Group
Sr. Vice President, Strategy and Business Development - Warren Bimblick
Vice President, Financial Services Group - William O'Conor
Group Publisher - Rich Santos
Executive Assistant - Chris Colina
Advertising Assistant - Claire Cavaliere
Group Marketing Director - Jay McSherry
Group Digital Director - Dean Muscio
Digital Product Manager - Jason Wesalo
Director, Audience Development - John Pavlick
Group Production Manager - Justin Marciniak
Production Manager - Vicki McCarty
Advertising Sales
Mid-Atlantic Sales Manager - Peter Lanthier
New England Sales Manager - Matthew Butcher
Midwest and Southeast Sales Manager - Marc Angel
West Coast Sales Manager - Neil Dant
Product Manager - Tali Finkelstein
Classified and Directory Sales - Suzanne Barton
Trusts & Estates is published by Penton Media Inc.
Chief Executive Officer - Sharon Rowlands
Chief Financial Officer - Nicola Allais
Senior Vice President & General Counsel – Andrew Schmolka
Senior Director Production - Carlos Lugo
Chief Information Officer- Jasmine Alexander
