Trusts & Estates
249 West 17th Street
New York, NY 10011
Phone: 212-204-4200
Fax: 212-206-3622
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Trusts & Estates
249 West 17th Street
New York, NY 10011
Phone: 212-204-4200
Fax: 212-206-3622
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, valuation experts and the like....More about us
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Tech E-Letter |
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InKnowVision has a spreadsheet-based software that helps wealth planners look at irrevocable life insurance trusts...
A new software package helps advisors deal with the complexities and opportunities presented by Roth conversions after 2009...
View Past Technology Review Newsletters
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Download The 2009 Findings from a Nationwide Survey of Estate Planning Attorneys
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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......
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!...
Learn how to get the most out of your computer as you work with trusts and estates matters. Sponsored by Sungard -
Available On Demand!...
A three-part webinar series hosted by Registered Rep. magazine and Presented by Matt Oechsli of The Oechsli Institute- Available On Demand!...
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....
