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Accruit 

Feb 10, 2010, By Donald H. Kelley

Streamlining the management of like-kind exchanges...

Analyzing ILITs 

Jan 13, 2010, By Donald H. Kelley

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

Roth Conversion 2010 

Dec 8, 2009, By Donald H. Kelley

A new software package helps advisors deal with the complexities and opportunities presented by Roth conversions after 2009...

WealthDocx 7 

Nov 11, 2009, By Donald H. Kelley

Here’s the latest in automated will and trust drafting from WealthCounsel...

More Word Tips and Tricks 

Oct 14, 2009, By Donald H. Kelley

Learning to efficiently originate and edit documents in Microsoft Word...

Rockit 

Sep 15, 2009, By Donald H. Kelley

For family offices, a full-featured data management and accounting service...

Latest in Internet Calculators 

Aug 11, 2009, By Donald H. Kelley

Here are your links to free tools that perform specialized computations for estate, retirement and financial planning...

Let the Software Do the Math 

Jul 15, 2009, By Donald H. Kelley

Tiger Tables and similar programs do standalone computations of actuarially based estate-planning techniques—and more...

Get More Out of Outlook 

Jun 10, 2009, By Donald H. Kelley and Douglas Sherman

Go beyond the basics with Microsoft’s software package...

TrustPortal 

May 13, 2009, By Donald H. Kelley

It’s more than trust accounting. It’s also – a wealth management tool for trust and investment management...

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Build a Better Endowment

By David Thayne Leibell, partner in the Stamford, Conn. and NYC offices of Wiggin and Dana LLP

Solid university endowments can survive economic storms...

A Pitch for Privacy Rights

By John T. Brooks, partner, and Samantha E. Weissbluth,
senior counsel, Foley & Lardner LLP, Chicago

Milwaukee Brewers relief pitcher asks court to seal the records of his wife’s cocaine-related death...

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Accruit

By Donald H. Kelley

Streamlining the management of like-kind exchanges...

Analyzing ILITs

By Donald H. Kelley

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

View Past Technology Review Newsletters

Download The 2009 Findings from a Nationwide Survey of Estate Planning Attorneys

Podcasts

Advising the Wealthy:
It's a Whole New Game

Charlie Ratner talks with estate-planning expert Lou Harrison, investment guru Michael Lewitt and retirement benefits specialist Mike Jones. Register for this timely podcast......

More Podcasts...

Webinars

Aligning Charitable Giving & Life Insurance

Best Practices, Planning Techniques, and Philanthropic Benefits. Tanya Howe Johnson, President & CEO of the PPP, Kelly Kidwell, President & CEO of Pacific Advisors and Chairman of the AALU Charitable Planning Committee, and Phil Cubeta, the Sallie B. and William B. Wallace Chair in Philanthropy at the American College. Available On Demand!...

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!...

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Press Releases

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 which was released at the 44th Annual Heckerling Institute on Estate Planning educational conference....

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2009 Events