Stanley H. Teitelbaum and Martin M. Shenkman discuss some prominent themes that generate emotional angst for benefactors when they’re navigating such questions as who, when, why and how much to leave to intended heirs....More
Alon Kaplan, Lyat Eyal and Daniel Paserman highlight the Israel Tax Authority's requirements regarding payments and reporting of trusts and present key points from a 2014 tax reform that provided major amendments to the classification and taxation of trusts in Israel....More
Robert F. Sharpe suggests ways to help donors desiring to make large charitable gifts reduce or eliminate the negative consequences of the restrictive limitations placed on charitable deductions....More
Associate legal editor Anna Sulkin discusses this month's cover...More
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Trusts & Estates is the pre-eminent, peer review journal and website for wealth management professionals serving the needs of high-net-worth clients, family business owners, family offices, charitably inclined donors and non-profit corporations. Community members include estate-planning attorneys, corporate and individual trustees, bank trust officers, financial planners and investment professionals, CPAs, charitable giving experts, family office executives, insurance professionals and valuation experts.
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