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Apr 16, 2008 4:05 PM

Technology Review Archive

2009

Technology Review May 2009

Technology Review April 2009

Technology Review March 2009

Technology Review February 2009

Technology Review January 2009

2008

Technology Review December 2008

Technology Review November 2008

Technology Review October 2008

Technology Review September 2008

Technology Review August 2008

Technology Review July 2008

Technology Review June 2008

Technology Review May 2008

Technology Review April 2008

Technology Review March 2008

Technology Review February 2008

Technology Review January 2008

2007

Technology Review December 2007

Technology Review November 2007

Technology Review October 2007

Technology Review September 2007

Technology Review August 2007

Technology Review July 2007

Technology Review June 2007

Technology Review May 2007

Technology Review April 2007

Technology Review March 2007

Technology Review February 2007

Technology Review January 2007

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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

Rorie Sherman, Editor in Chief



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Bookstore / Library


Tech E-Letter

Analyzing ILITs

By Donald H. Kelley

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

Roth Conversion 2010

By Donald H. Kelley

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

View Past Technology Review Newsletters


Past Issues

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  • September Issue
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Podcasts

Advising the Wealthy:
It's a Whole New Game

Many underlying assumptions of wealth planning have been proven wrong. Clients are shaken. How can advisors help clients now? 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

Integrative Philanthropy

Wednesday, September 23, 2009 at 4:15PM EST

Times are tough, but many still support charitable interests. The types of assets and how people are giving them has changed - in fact, donors are more careful to integrate their philanthropy with their financial and estate planning. Join us as Robert F. Sharpe, Jr. and Marc D. Hoffman will describe the current philanthropic/political landscape and review the techniques of choice that donors of means are now increasingly using to optimize their giving.

...

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!...

More Webinars...

Press Releases

WealthCounsel and Trusts & Estates Magazine Release 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. The announcement came on opening day of the 44th Annual Heckerling Institute on Estate Planning in Orlando, Florida where several thousand estate planning practitioners gathered for a week-long educational conference....

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2009 Events