The wait is finally over! In March, the Trusts & Estates editorial staff met and reviewed the articles that appeared in the print edition of the magazine over the past year. In total, six to seven articles were nominated in each respective category. Nominations were based on factors including, the novelty of the topic, the feedback we received from readers, and the significance of the topic in the current estate-planning environment.
We then sent out a survey, asking our subscribers to vote for their nominees in each category. The winners will be honored at the 2017 WealthManagement.com Executive Forum and Industry Awards, taking place on October 11, 2017, at The Plaza Hotel in New York City.
Here are the winners (the top three nominees in each category with the most number of votes):
Thought Leadership
“The Care and Feeding of Large IRAs” (December 2016)
Warren L. Baker & Natalie B. Choate
“Lifetime Transfers of Appreciating Assets” (January 2017)
David A. Handler & Patricia H. Ring
“Filling in the Gaps” (February 2017)
Marvin E. Blum
Rising Star
“Marketing the Modern Estate-Planning Practice” (February 2017)
Craig R. Hersch
“Be Wary When Giving Investment Advice to Clients” (February 2017)
Jamie P. Hopkins
“The Chan-Zuckerberg Initiative” (May 2016)
Daniel Dykes & Michael S. Schwartz
Philanthropy Planning
“The Rising Tide Carry Clat” (October 2016)
N. Todd Angkatavanich, Christine R.W. Quigley & Marissa Dungey
“Charitable Gifts of Real Estate” (October 2016)
David Thayne Leibell & Emily Brunner
“Philanthropic Planning Challenges—Mission Possible or Impossible?” (October 2016)
Robert F. Sharpe, Jr.
“The AMT: Still a Trap for the Unwary” (October 2016)
Christopher P. Woehrle
