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GrowthTech Summit: Tech-Driven Growth Strategies for the Modern Advisor

Nov 22, 2024

SEC Chair Gary Gensler to Depart on Trump’s Inauguration Day

Nov 21, 2024

Wells Fargo’s Head of Advisor Recruiting Exits

Nov 21, 2024

Former Wells Fargo Advisor Pleads Guilty to Stealing $3M+ from Clients

Nov 21, 2024

$600M Montana RIA Moves Custody to SEI From Schwab

Nov 21, 2024

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Scenes from the 10th Annual WealthManagement.com Industry Awards

Sep 09, 2024

Fifteen of the Best Investment Books of All Time

Oct 16, 2023

How Well Do You Remember 2019?

Jan 03, 2023

The 20 Most Future-Ready Large Cities in the U.S.

Oct 24, 2023

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

Former Wealth Magnets Are Losing Their Luster

Jun 30, 2023

More millionaires are forecast to move to new countries in 2023 and 2024 than ever before.

Woman Accused of Murdering Her Husband Sues His Estate

Jun 28, 2023

Eric Richins had made plans to exclude his wife from inheriting his assets.

Elder Crypto Scams Are on the Rise

Jun 21, 2023

Five red flags for practitioners to look out for.

What to Expect From IRS Cryptocurrency Enforcement

Jun 14, 2023

More audits are coming.

Warhol Foundation Loses U.S. Supreme Court Copyright Case

May 31, 2023

The decision turned on the transformative factor of the work, a portrait of Prince based on an existing photograph.

Settlement Reached in Dispute Over Lisa Marie Presley’s Estate

May 23, 2023

Despite the initial drama, issues were resolved quickly and without court involvement.

On the Cover: June 2023

May 22, 2023

Legal editor Anna Sulkin discusses this month's cover.

LGBTQ+ Clients Face Unique Challenges

May 17, 2023

A recent J.P. Morgan Wealth Management white paper provides tips on how to navigate them.

Beyoncé Is Contesting a $2.7M Tax Bill From the IRS

May 08, 2023

The star is fighting back against a notice of deficiency.

Tax Experts Discuss Estate-Planning Considerations for Financial Advisors

Apr 26, 2023

An overview of some of the important estate-planning proposals included in the 2024 Green Book.

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