Breaking the PTC Logjam

The logjam that for eight years has checked the pace of private trust company (PTC) creations will be dislodged when the Internal Revenue Service finalizes...

Estate Tax on Wrongful Death Claims?

An Illinois appellate decision sets a potentially dangerous precedent suggesting it’s possible...

Trustee's Choice

Proper asset allocation is the cornerstone of prudent investing. But once the allocation is made, fiduciaries have a critical decision to make: How should...

Pepperidge Farm Legacy

On June 25, 2007, the Supreme Court agreed to hear Knight v. Commissioner1 to decide whether trusts and estates can fully deduct the fees they pay for...

Justice in Hawaii?

Sometimes we like to see the bad guys win for a while who wasn't rooting in a way for Tony Soprano? But we always feel better when the good guys emerge...

More Fiduciary Professions Articles

Advisory Board -
Fiduciary Professions Committee

Maureen S. Bateman

Manhattanville College

John T. Brooks

Foley & Lardner LLP

Barbara B. Ferguson

Thompson & Knight LLP

Complete list of the Trusts & Estates Editorial Advisory Board

Note from the Editor

Rorie Sherman, Editor in Chief

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.... More about us

Tech Center

Don Kelley's Tech Review

Trusts & Estates magazine is pleased to present the monthly Technology Review by Donald H. Kelley -- a respected connoisseur of software and Internet resources wealth management advisors use to further their practices.

View Past Tech Review Newsletters

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