Wake-Up Call

The law generally precludes prosecuting a will contest until after the testator's death because, until then, a will contest is not ripe. But does the...

Oh Leona!

It could've gotten ugly. There certainly were enough high-powered lawyers on the case and enough money at stake. But apparently, everybody involved decided...

Making Arbitration Truly Mandatory

Florida recently became the first state to adopt a law that makes the mandatory arbitration clauses in trust documents truly mandatory. This landmark...

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...

A Call to Mediate

There will be a dramatic increase in the volume and complexity of trusts-and-estates disputes in the near future. It's time to embrace mediation as an...

More Litigation Articles

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

Much of the content on this website requires a subscription

Subscribers

Login

Non-Subscribers

Purchase a Subscription

Purchase Single Articles