Sponsored By
More Topics

The Latest from Trusts & Estates

Trusts & Estates April 2025 cover
Estate Planning
Trusts & Estates: April 2025 Digital EditionTrusts & Estates: April 2025 Digital Edition

Feature on Estate Planning & Taxation

Mar 21, 2025
thumbnail
Sponsored Content
Exploring Grants to Individuals: Clearing Up Misconceptions and Compliance Considerations For FoundationsExploring Grants to Individuals: Clearing Up Misconceptions and Compliance Considerations For Foundations
Mar 19, 2025
1 Hr View
Image of artwork
Estate Planning
Art Donations: A Checklist for Donors and AdvisorsArt Donations: A Checklist for Donors and Advisors
byKristy Bryce
Mar 18, 2025
1 Min Read
Image of coins
Estate Planning
What’s Trending With Collectibles?What’s Trending With Collectibles?
byAmanda A. Rottermund, Diana Wierbicki
Mar 18, 2025
1 Min Read
Image of art works
Estate Planning
In Conversation: Unlocking Liquidity From Art and CollectiblesIn Conversation: Unlocking Liquidity From Art and Collectibles
bySherri Cohen, Monika Merchan
Mar 18, 2025
1 Min Read
Image of a computer keyboard
Estate Planning
How Charities Decide to Keep, Surrender or Sell Donated Life InsuranceHow Charities Decide to Keep, Surrender or Sell Donated Life Insurance
byJon B Mendelsohn
Mar 18, 2025
1 Min Read

All Trusts & Estates

Supreme Court House
Estate Planning
Responding to Connelly
Responding to Connelly
Mar 18, 2025
|
1 Min Read
byRobert W. Finnegan, Senior VP, advanced planning attorney
Image of man holding umbrella for elderly woman.
Estate Planning
Long-Term Care Insurance Options
Long-Term Care Insurance Options
Mar 18, 2025
|
1 Min Read
byErik Reynolds, Director, Sales Support & Content
Image of a trust document
Estate Planning
Resizing a Past Transfer to Trust
Resizing a Past Transfer to Trust
Mar 18, 2025
|
1 Min Read
byJennifer B. Goode, Director
Image of Puzzle Pieces
Estate Planning
Reciprocal Trust Doctrine: Some Thoughts
Reciprocal Trust Doctrine: Some Thoughts
Mar 18, 2025
|
1 Min Read
byMartin M. Shenkman, Joy Matak
Image of piggy bank
Estate Planning
Balancing Control and Tax Efficiency: The Survivorship Standby Trust Strategy
Balancing Control and Tax Efficiency: The Survivorship Standby Trust Strategy
Mar 18, 2025
|
1 Min Read
byJack Elder, Tracey Ullom
Image of glasses on stack of paper
Estate Planning
Tax Law Update: April 2025
Tax Law Update: April 2025
Mar 18, 2025
|
1 Min Read
byDavid A. Handler, Alison E. Lothes
Photo of Anna Stern
Estate Planning
On the Cover: April 2025
On the Cover: April 2025
Mar 17, 2025
|
1 Min Read
byAnna Sulkin Stern, Legal Editor
Photo of Susan Lipp
Estate Planning
Note From the Editor: April 2025
Note From the Editor: April 2025
Mar 17, 2025
|
1 Min Read
bySusan R. Lipp - Moderator, Editor in Chief
Trusts & Estates March 2025 cover
Estate Planning
Trusts & Estates: March 2025 Digital Edition
Features on Estate Planning & Taxation, Philanthropy and Perspectives
Trusts & Estates: March 2025 Digital Edition
Features on Estate Planning & Taxation, Philanthropy and Perspectives
Scale with a coin on one side and a weight that says "tax" on other
Estate Planning
Tax, Debt and the Cost of Waiting
Tax, Debt and the Cost of Waiting
Feb 19, 2025
|
1 Min Read
byLaura Brown, Vice President, advanced sales
Image of DNA
Estate Planning
The Power and Impact of Shared DNA
The Power and Impact of Shared DNA
Feb 19, 2025
|
1 Min Read
byCarolyn D. Greenspon, Fredda Herz Brown
Delaware Flag
Estate Planning
Beneficiary Well-Being Trusts Are Important for Business-Owning Families
Beneficiary Well-Being Trusts Are Important for Business-Owning Families
Feb 19, 2025
|
1 Min Read
byJeffrey C. Wolken, Allison K. Pierce
President Donald Trump at a desk
Estate Planning
Assessing Trump’s Policy Proposals
Assessing Trump’s Policy Proposals
Feb 18, 2025
|
1 Min Read
byPaulina Mejia, Alvina Lo
Two hands passing a baton
Estate Planning
Reimagining Succession Planning for Donor-Advised Funds
Reimagining Succession Planning for Donor-Advised Funds
Feb 18, 2025
|
1 Min Read
byKristen A. Curatolo, Partner
23andme kit
Estate Planning
Modern Estate Planning In the Age of Genetic Testing
Modern Estate Planning In the Age of Genetic Testing
Feb 18, 2025
|
1 Min Read
byMargaret St. John Meehan, Brianna J. Sullivan
Internal Revenue Service logo on wall
Estate Planning
Navigating the Form 706
Navigating the Form 706
Feb 18, 2025
|
1 Min Read
byMichelle L. Ward
Picture of scale
Estate Planning
Tips From the Pros: Preventing Family Trust Disputes
Tips From the Pros: Preventing Family Trust Disputes
Feb 18, 2025
|
1 Min Read
byAl W. King III, Co-Founder, Co-Chairman and Co-Chief Executive Officer
artificial intelligence
Estate Planning
From Black Boxes to Best Practices: AI Ethics For Estate-Planning Attorneys
From Black Boxes to Best Practices: AI Ethics For Estate-Planning Attorneys
Feb 18, 2025
|
1 Min Read
byCraig R. Hersch
Glasses on top of tax papers
Estate Planning
Tax Law Update: March 2025
Tax Law Update: March 2025
Feb 18, 2025
|
1 Min Read
byDavid A. Handler, Alison E. Lothes
Anna Sulkin Stern
Estate Planning
On the Cover: March 2025
On the Cover: March 2025
Feb 18, 2025
|
1 Min Read
byAnna Sulkin Stern, Legal Editor
Susan Lipp
Estate Planning
Note From the Editor: March 2025
Note From the Editor: March 2025
Feb 18, 2025
|
1 Min Read
bySusan R. Lipp - Moderator, Editor in Chief
Trusts Estates February 2025
Estate Planning
Trusts & Estates: February 2025 Digital Edition
Feature on Ultra-High-Net-Worth Families & Family Offices
Trusts & Estates: February 2025 Digital Edition
Feature on Ultra-High-Net-Worth Families & Family Offices
speech bubbles illustration
Estate Planning
Estate-Planning Associates Share Their Stories
Estate-Planning Associates Share Their Stories
Jan 23, 2025
|
1 Min Read
+2
byThomas Tietz, Debbie R. Dembinskyand 2 more
Calculator with ETHICS written on it
Estate Planning
Cornwell Ruling Provides Cautionary Lessons for Professional Advisors
Cornwell Ruling Provides Cautionary Lessons for Professional Advisors
Jan 23, 2025
|
1 Min Read
byMartin M. Shenkman, Rachel Wasserman
Picture of person holding magnifying glass
Estate Planning
IRS Qualified Appraiser Rules
IRS Qualified Appraiser Rules
Jan 23, 2025
|
1 Min Read
byWilliam Harris
Stock Chart
Estate Planning
Estimating the Fair Market Value of Large Blocks of Publicly Traded Stock
Estimating the Fair Market Value of Large Blocks of Publicly Traded Stock
Jan 23, 2025
|
1 Min Read
byTimothy J. Meinhart
Supreme Court interior
Estate Planning
Valuation Pronouncements in Connelly
Valuation Pronouncements in Connelly
Jan 23, 2025
|
1 Min Read
byWilliam H. Frazier, Managing Director, Valuation Services
finger on scale
Estate Planning
How to Avoid Bias in Valuations
How to Avoid Bias in Valuations
Jan 23, 2025
|
1 Min Read
byMichael A. Gregory
Robot and human touching fingers
Estate Planning
Artificial Intelligence—Friend or Foe?
Artificial Intelligence—Friend or Foe?
Jan 23, 2025
|
1 Min Read
byAvi Z. Kestenbaum, Craig R. Hersch
People sitting at a meeting table
Estate Planning
Arranging a Meeting of the Minds
Arranging a Meeting of the Minds
Jan 23, 2025
|
1 Min Read
byMarvin E. Blum, Austin B. Light

RIA Edge 100: Growing Rapidly but Responsibly

View List
View List
Sign Up for Newsletters
Sign up to receive the latest insights, trends, and analysis.
CE Webinars
View more
Apr 1 - Apr 3, 2025
Learn from top leaders tackling growth, pay, and personnel challenges daily.
Learn More

Trusts & Estates Magazine

Trusts & Estates April 2025 cover
Read More

Latest Digital Edition

Trusts & Estates: April 2025 Digital Edition

Feature on Estate Planning & Taxation