Don Kelly Tech Review: SunGard WealthStation 

Jan 27, 2009, By Donald H. Kelley

SunGard WealthStation is all about convergence. It presents a common interface for financial planning, asset allocation, proposals, account balancing and back-office operations...

Don Kelly Tech Review: PT Manager 

Dec 18, 2008, By Donald H. Kelley

Keep track of trust data and expedite trust administration...

Speed Up Your Document Editing  

Nov 18, 2008, By Donald H. Kelley

Be your own document reviewer with these tips for quick editing....

Technology Review Archive 

Apr 16, 2008

Technology Review Archive...

Commercially Available Software Applications for Trusts & Estates Professionals 

Jan 10, 2008

Commercially Available Software Applications for Trusts & Estates Professionals...

Free Software for Trusts & Estates Professionals 

Jan 10, 2008

Free Software for Trusts & Estates Professionals...

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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

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Poll

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

Videos

2011 Trust Glossary

Click here to download the 2011 Trust Glossary

50 Years Ago This Month

Click here to read the issue.

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)

Press Releases