Recommended Reading List

Be sure to check out these recommended titles:

Legacy: Conversations About Wealth Transfer

by Northern Trust

Legacy: Conversations About Wealth Transfer focuses on the essentials of wealth transfer, including communicating with beneficiaries and advisors, creating a plan that reflects personal goals and values as well as planning that makes that makes the most of current tax laws. The updated guide was written by a team of Northern Trust experts and includes content written especially for non-traditional families.

CLICK HERE FOR A FREE COPY.

Guide to Electing out of the 2010 Estate Tax (And into modified Carryover Basis)

By Michael J. Jones

The IRS has said November 15 is the non-extendable election deadline. Are you ready?

CLICK HERE TO PURCHASE NOW.

International Estate Planning: A Reference Guide

By Barbara Hauser

International Estate Planning is a practical and authoritative guide to a tremendously complex field. It will provide indispensable information for lawyers, accountants, and other practitioners who work on estate planning with clients who have issues involving other countries.

CLICK HERE TO PURCHASE NOW

International Family Governance

By Barbara Hauser

Within you will feast on the inter-cultural experience of one of the Globe’s greatest serving practitioners in the art of growing and governing great families. For those of you thirsty and famished to know the ways and means of these arts seek them here and you shall be fulfilled.

CLICK HERE TO PURCHASE NOW

Managing Foundations and Charitable Trusts

By Roger Silk

Straightforward and authoritative, Managing Foundations and Charitable Trusts is a handy, easy-to-read guide that all donors and their advisors will want to keep on hand.

CLICK HERE TO PURCHASE NOW

Have a book you'd like to recommend to our readers? Send submissions to David.Lenok@penton.com

Topics of Interest

Estate Tax Donor Advised Funds
GSTs Family Offices
Private Foundations Life Insurance
2010 Tax Act News Industry Trends Surveys

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Topics of Interest

Estate Tax Donor Advised Funds
GSTs Family Offices
Private Foundations Life Insurance
2010 Tax Act News Industry Trends Surveys

E-Newsletter Signup

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Wealth Watch

Wealth Watch is a free e-newsletter delivered twice a month with expert advice on wealth management from Trusts & Estates.

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Tech. Review

Technology Review is a free monthly e-newsletter from Trusts & Estates and nationally renowned expert Donald H. Kelley. It is geared to keeping estate planning lawyers current on the latest tech news they can use.

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Philanthropy Tax Guide

Each month, Conrad Teitell reports on and analyzes as important tax development governing charitable contributions, including how to maximize the benefits and avoid the pitfalls.

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2011 Trust Glossary

Click here to download the 2011 Trust Glossary

50 Years Ago This Month

50 years ago, in May 1962, we featured articles such as: "Future of Canadian Trusteeship" by Arthur H. Mingay", "Training Trust Employees" by Ian M. Marr, "What is a Trust Officer?" by Eric J. Brown, and "Selling Services" by Donald I. Webb.

Conrad Teitell's Guide to Tax Benefits For Charitable Gifts

Click here to view the most up to date guide (September 2011)

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