The Estate Planner's Guide To Product Suitability

Out in the field, life insurance policies are generally not selected, designed or funded to most effectively support today's complex estate plans and...

A Buy-Sell Innovation

Traditional buy-sell agreements can't always solve all problems dealing with death, retirement, withdrawal and disability without creating difficulties...

The Beauty of SCINsurance

Historically low interest rates have made self-canceling installment notes (SCIN) an attractive estate-planning tool and a viable alternative to life...

Long-term Care Lawsuits Will Just Keep Coming

Many long-term care (LTC) insurance carriers are facing an avalanche of lawsuits from disgruntled policyholders,1 some involving policies more than two...

Climate Change

Today's investment and political climate is causing a perceptible change in the way many clients approach the role of life insurance in their financial...

More Insurance Articles

Advisory Board -
Insurance Committee

Charles L. Ratner (chair)

Ernst & Young LLP

Lawrence L. Bell

The Advisors, LLC

Richard L. Harris

BPN Montaigne LLC

Joel Koenig

The Koenig Group

Stephen O. Rothschild

Sale & Associates

Stephen Wolff

Ashton Group

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 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



T&E edit guidelines / T&E advisory board members


Tech E-Letter

Analyzing ILITs

InKnowVision has a spreadsheet-based software that helps wealth planners look at irrevocable life insurance trusts...

Roth Conversion 2010

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

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