Trusts & Estates

Trusts & Estates is the monthly journal for estate planning and wealth management professionals. Published since 1904, Trusts & Estates continues a long tradition of editorial excellence and credibility in the high-net-worth arena. Feature articles discuss estate planning and wealth preservation strategies and trends, paying particular attention to the impact of changes in U.S. Federal tax laws and IRS codes. Monthly issues focus on new tax legislation, ethics, investment strategies, financial planning, elder law, charitable giving and financial services.

Marketing Opportunities

Your sales representative can help you craft a total communications package to maximize your marketing presence and impact. Trusts & Estates offers several ways for you to enhance your marketing program, including:

  • Web Opportunities
    Complement your print advertising and strengthen your brand by advertising on trustsandestates.com. Online promotional opportunities can include:
    • eblasts and epostcards
    • content sponsorships
    • special reports
    • microsites
    • podcasts
    • webinars/webcasts
    • research
    • surveys
    • events
    • custom conferences

  • Print Opportunities
    Leverage the expertise and reach of Trusts & Estates to build custom projects, including custom magazines, seminars and research. For our media kit, click here.

  • Custom Marketing Opportunities
    Leverage the expertise and reach of Trusts & Estates to build custom projects such as custom magazines, seminars and research. For our media kit, click here.

  • List Rental Opportunities
    Our highly qualified mail lists help you make the most of your direct marketing. Trusts & Estates advertisers receive special pricing. To rent our lists, see our media kit, click here, or contact the sales rep in your territory (see the list at right).

  • Article Reprint Opportunities
    Article reprints are a great way to add credibility to your organization. Reprints can include your company logo and contact information. For reprints, click here.

Sales Representatives

Publisher
Rich Santos
212-204-4227
rich.santos@penton.com

Mid-Atlantic
Peter Lanthier
212-204-4244
peter.lanthier@penton.com

New England
Matt Butcher
212-204-4240
matt.butcher@penton.com

Midwest
Marc Angel
212-204-4201
marc.angel@penton.com

West Coast
Neil Dant
949-838-2117
neil.dant@penton.com

Southeast
Rich Santos
212-204-4227
rich.santos@penton.com

Business Development Manager/Classifieds & Directory Sales
Adam Strominger
212-204-4249
adam.strominger@penton.com

Marketing
Jay McSherry
Group Marketing Director
212-204-4210
jay.mcsherry@penton.com

List Rentals
Marie Briganti
845-732-7054
marie.briganti@walterkarl.infousa.com

Article Reprints
Joel Kirk
888-858-8851
216-931-9324
Joel.kirk@penton.com

Past Issues

  • November Issue
  • October Issue
  • September Issue
  • August Issue
  • July Issue
  • June Issue
  • May Issue

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Download The 2009 Findings from a Nationwide Survey of Estate Planning Attorneys

Podcasts

Advising the Wealthy:
It's a Whole New Game

Many underlying assumptions of wealth planning have been proven wrong. Clients are shaken. How can advisors help clients now? Charlie Ratner talks with estate-planning expert Lou Harrison, investment guru Michael Lewitt and retirement benefits specialist Mike Jones. Register for this timely podcast......

Webinars

Integrative Philanthropy

Times are tough - in fact, donors are more careful to integrate their philanthropy with their financial and estate planning. Robert F. Sharpe, Jr. and Marc D. Hoffman describe the current philanthropic/political landscape and review the techniques that donors of means are now increasingly using to optimize their giving.
Available On Demand!...

The Electronic Practice

Learn how to get the most out of your computer as you work with trusts and estates matters. Sponsored by Sungard -
Available On Demand!...

All Offense — How to Get More Affluent Clients
In Tough Times

A three-part webinar series hosted by Registered Rep. magazine and Presented by Matt Oechsli of The Oechsli Institute- Available On Demand!...

Press Releases

WealthCounsel and Trusts & Estates Magazine Release Findings from the Third Annual Industry Trends Survey

WealthCounsel, a nationwide organization of estate planning attorneys, and Trusts & Estates magazine today released the results of the Third Annual Industry Trends Survey. The announcement came on opening day of the 44th Annual Heckerling Institute on Estate Planning in Orlando, Florida where several thousand estate planning practitioners gathered for a week-long educational conference....

2009 Events