The “estate” is central to our professions.  We plan estates, we administer estates and we even call ourselves trusts and estates practitioners. But what’s this thing called the estate?  How does its definition impact advice to clients and their understanding of their assets and how they pass?  The concept of “estate” has different meanings in various technical contexts, which alone or collectively may not reflect clients’ understanding ...

All Access Premium Subscription

Your subscription will include 12 months of Trusts & Estates magazine, access to premium content on, and Trusts & Estates plus iPad app.

Already registered? here.