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Inside Trusts & Estates: May 2013
About Trusts & Estates

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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Trusts & Estates is primarily a peer-review journal written by experts for professionals in the wealth management industry. Only very few articles are reported by journalists. We are always looking for writers with interesting ideas for articles.  Click here to find out how you can contribute an article.

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None of the articles published by Trusts & Estates in any medium are intended to be used, nor can they be used, for the purpose of avoiding U.S. tax penalties.
 

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Tax Strategies
Most Recent Blogs & Columns
May 23, 2013
blog

Why I’m Bullish And We Are Not In a Bubble

Perma bears are not seeing the big picture. Now is not the time to predict the economic apocalypse or “aftershocks," according to New Constructs' founder David Trainer. Investors need to beware of those selling doom and gloom....More
May 22, 2013
blog

Outgrowing Wall Street?

Are advisors outgrowing Wall Street? A new Cerulli report on the rise of the “boutique” seems to suggest that many are....More

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