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White Papers
PDF's-
2008 Retail Leasing Forecast
Business as Usual
Retailers keep one eye on the economy, while the other seeks expansion opportunities.
2008 Real Estate Investment Outlook
Guarded Optimism
Concerns about financing and a sluggish U.S. economy won’t deter commercial real estate investors.
Schwab Charitable
Opportunities and Obstacles:
The role of financial advisors in charitable
planning and decision making.
Northern Trusts
Legacy Trends 2007:
Findings from a Survey of Trust and Estate Attorneys
Note from the Editor
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
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Bookstore / Library
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.
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