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Scenes from the 10th Annual WealthManagement.com Industry Awards

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Fifteen of the Best Investment Books of All Time

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Anna Sulkin Stern

Legal Editor, Trust & Estates

Anna Sulkin is a legal editor at Trusts & Estates magazine. She is licensed to practice law in New York.

Anna’s Recent activity

Withholding Inheritance Details — More Harm than Good?

May 10, 2017

Educating heirs may be the better approach.

How to Prevent Feuds Among Heirs

Apr 10, 2017

A new report by BMO Wealth Management gives some suggestions.

Improve Your Relationship with Your Client’s Family Office

Apr 04, 2017

A recent study says you should create a partnership.

The Game Plan to Successful Wealth Transfers

Mar 13, 2017

Open communication amongst family members is crucial

Security Risks For Wealthy Families Are On The Rise

Mar 10, 2017

Threats are more sophisticated than ever.

Trump Policy Changes Bring IRS Guidance to a Standstill

Feb 15, 2017

No revenue procedures or rulings for “awhile.”

Now and Then: Why People Procrastinate Making Wills

Feb 03, 2017

Have the reasons changed significantly over the last 90 years?

On the Cover: Valuations Special Report 2017

Jan 26, 2017

Associate legal editor Anna Sulkin discusses the cover of Valuations Special Report 2017.

2017: Calm Before the Storm or Business as Usual?

Jan 04, 2017

Survey finds that industry professionals are optimistic about future.

10 Top Estate Planner Holiday Gifts

Dec 22, 2016

Our board members share their favorites.

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