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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



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Podcasts

Advising the Wealthy:
It's a Whole New Game

Many of the underlying assumptions of wealth planning have been proven wrong. Clients are shaken. So, what should advisors be discussing with clients these days? Better yet: How can advisors actually help clients now? Charlie Ratner talks with estate-planning expert Lou Harrison, investment guru Michael Lewitt and retirement benefits specialist Mike Jones. Hear what they have to say. Register for this timely Podcast from Trusts & Estates...

Webinars

The Electronic Practice

Learn how to get the most out of your computer as you work with trusts and estates matters. Sponsored by Sungard -
Now 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- Now Available On Demand!...

Managing Concentrated Stock Positions

Sponsored by The Options Industry Council -
Now Available On Demand!
...

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