New Delaware Law Expands Use of Trusts for Well-Being Programs Nov 20, 2024 Five issues to consider. An Investment Advisor Takes Another Look at Life Insurance Nov 20, 2024 A sensible move for both the firm and its clients? Sophisticated Internet Scams Targeting Elderly Clients Are Rampant Nov 20, 2024 Help prevent your clients from falling victim to fraud. Subscribe to Trusts & Estates Premium Content Today The pre-eminent, peer review journal and website for wealth management professionals. Learn More Sign up for the WM Morning Memo newsletter. AfghanistanAland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBritish Virgin IslandsBruneiBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCaribbean NetherlandsCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos (Keeling) IslandsColombiaComorosCongo (Brazzaville)Congo (Kinshasa)Cook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHondurasHong Kong, S.A.R., ChinaHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyIvory CoastJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLaosLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacau, S.A.R., ChinaMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNetherlands AntillesNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorthern Mariana IslandsNorth KoreaNorwayOmanPakistanPalauPalestinian TerritoryPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarReunionRomaniaRussiaRwandaSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint Martin (French part)Saint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwazilandSwedenSwitzerlandSyriaTaiwan, ChinaTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluU.S. Virgin IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUnited States Minor Outlying IslandsUruguayUzbekistanVanuatuVaticanVenezuelaVietnamWallis and FutunaWestern SaharaYemenZambiaZimbabwe Sign Up Enter your email above to receive messages about offerings by Informa, its brands, affiliates and/or third-party partners, consistent with Informa's Privacy Policy. List Leave this field blank How to Determine the Governing Law of a Trust Nov 20, 2024 Examining the three domains of construction, validity and administration. A Failure to Communicate Nov 20, 2024 When the fiduciary and the beneficiary don’t engage with each other, it can create discord that leads to litigation. When Resorting to the Courts Isn’t All Bad Nov 20, 2024 An added level of protection and clarity may be needed. Life Insurance Planning With Closely Held Companies in a Post-Connelly World Nov 20, 2024 Five alternative strategies for businesses to consider on a shareholder’s death. The Two-Hatted Fiduciary Nov 19, 2024 The definitionally conflicted world of serving as both the trustee of a company-owning trust and the company’s chief executive. The $30 Trillion Women’s Revolution Nov 19, 2024 Reshape your practice to meet the needs of female clients. Is Your Trust Agreement Politically Correct? Nov 19, 2024 Considerations for campaign contributions in an estate plan. Creating an AI Bot: A Productivity Tool for Legal, Tax and Financial Professionals Nov 19, 2024 Craig R. Hersch discusses the benefits of using artificial intelligence bots at your practice. Two Approaches To Insurance-Funded Buy-Sell Agreements Post-Connelly Nov 19, 2024 Kenneth L. Alter discusses the impact of the U.S. Supreme Court’s recent decision. Tax Law Update: December 2024 Nov 19, 2024 The most pressing tax law developments of the past month. Load More 1 2 3 4 5 next last Load More
An Investment Advisor Takes Another Look at Life Insurance Nov 20, 2024 A sensible move for both the firm and its clients? Sophisticated Internet Scams Targeting Elderly Clients Are Rampant Nov 20, 2024 Help prevent your clients from falling victim to fraud. Subscribe to Trusts & Estates Premium Content Today The pre-eminent, peer review journal and website for wealth management professionals. Learn More Sign up for the WM Morning Memo newsletter. AfghanistanAland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBritish Virgin IslandsBruneiBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCaribbean NetherlandsCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos (Keeling) IslandsColombiaComorosCongo (Brazzaville)Congo (Kinshasa)Cook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHondurasHong Kong, S.A.R., ChinaHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyIvory CoastJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLaosLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacau, S.A.R., ChinaMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNetherlands AntillesNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorthern Mariana IslandsNorth KoreaNorwayOmanPakistanPalauPalestinian TerritoryPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarReunionRomaniaRussiaRwandaSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint Martin (French part)Saint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwazilandSwedenSwitzerlandSyriaTaiwan, ChinaTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluU.S. Virgin IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUnited States Minor Outlying IslandsUruguayUzbekistanVanuatuVaticanVenezuelaVietnamWallis and FutunaWestern SaharaYemenZambiaZimbabwe Sign Up Enter your email above to receive messages about offerings by Informa, its brands, affiliates and/or third-party partners, consistent with Informa's Privacy Policy. List Leave this field blank How to Determine the Governing Law of a Trust Nov 20, 2024 Examining the three domains of construction, validity and administration. A Failure to Communicate Nov 20, 2024 When the fiduciary and the beneficiary don’t engage with each other, it can create discord that leads to litigation. When Resorting to the Courts Isn’t All Bad Nov 20, 2024 An added level of protection and clarity may be needed. Life Insurance Planning With Closely Held Companies in a Post-Connelly World Nov 20, 2024 Five alternative strategies for businesses to consider on a shareholder’s death. The Two-Hatted Fiduciary Nov 19, 2024 The definitionally conflicted world of serving as both the trustee of a company-owning trust and the company’s chief executive. The $30 Trillion Women’s Revolution Nov 19, 2024 Reshape your practice to meet the needs of female clients. Is Your Trust Agreement Politically Correct? Nov 19, 2024 Considerations for campaign contributions in an estate plan. Creating an AI Bot: A Productivity Tool for Legal, Tax and Financial Professionals Nov 19, 2024 Craig R. Hersch discusses the benefits of using artificial intelligence bots at your practice. Two Approaches To Insurance-Funded Buy-Sell Agreements Post-Connelly Nov 19, 2024 Kenneth L. Alter discusses the impact of the U.S. Supreme Court’s recent decision. Tax Law Update: December 2024 Nov 19, 2024 The most pressing tax law developments of the past month. Load More 1 2 3 4 5 next last Load More
Sophisticated Internet Scams Targeting Elderly Clients Are Rampant Nov 20, 2024 Help prevent your clients from falling victim to fraud. Subscribe to Trusts & Estates Premium Content Today The pre-eminent, peer review journal and website for wealth management professionals. Learn More
Subscribe to Trusts & Estates Premium Content Today The pre-eminent, peer review journal and website for wealth management professionals. Learn More
How to Determine the Governing Law of a Trust Nov 20, 2024 Examining the three domains of construction, validity and administration. A Failure to Communicate Nov 20, 2024 When the fiduciary and the beneficiary don’t engage with each other, it can create discord that leads to litigation. When Resorting to the Courts Isn’t All Bad Nov 20, 2024 An added level of protection and clarity may be needed. Life Insurance Planning With Closely Held Companies in a Post-Connelly World Nov 20, 2024 Five alternative strategies for businesses to consider on a shareholder’s death. The Two-Hatted Fiduciary Nov 19, 2024 The definitionally conflicted world of serving as both the trustee of a company-owning trust and the company’s chief executive. The $30 Trillion Women’s Revolution Nov 19, 2024 Reshape your practice to meet the needs of female clients. Is Your Trust Agreement Politically Correct? Nov 19, 2024 Considerations for campaign contributions in an estate plan. Creating an AI Bot: A Productivity Tool for Legal, Tax and Financial Professionals Nov 19, 2024 Craig R. Hersch discusses the benefits of using artificial intelligence bots at your practice. Two Approaches To Insurance-Funded Buy-Sell Agreements Post-Connelly Nov 19, 2024 Kenneth L. Alter discusses the impact of the U.S. Supreme Court’s recent decision. Tax Law Update: December 2024 Nov 19, 2024 The most pressing tax law developments of the past month. Load More 1 2 3 4 5 next last Load More
A Failure to Communicate Nov 20, 2024 When the fiduciary and the beneficiary don’t engage with each other, it can create discord that leads to litigation. When Resorting to the Courts Isn’t All Bad Nov 20, 2024 An added level of protection and clarity may be needed. Life Insurance Planning With Closely Held Companies in a Post-Connelly World Nov 20, 2024 Five alternative strategies for businesses to consider on a shareholder’s death. The Two-Hatted Fiduciary Nov 19, 2024 The definitionally conflicted world of serving as both the trustee of a company-owning trust and the company’s chief executive. The $30 Trillion Women’s Revolution Nov 19, 2024 Reshape your practice to meet the needs of female clients. Is Your Trust Agreement Politically Correct? Nov 19, 2024 Considerations for campaign contributions in an estate plan. Creating an AI Bot: A Productivity Tool for Legal, Tax and Financial Professionals Nov 19, 2024 Craig R. Hersch discusses the benefits of using artificial intelligence bots at your practice. Two Approaches To Insurance-Funded Buy-Sell Agreements Post-Connelly Nov 19, 2024 Kenneth L. Alter discusses the impact of the U.S. Supreme Court’s recent decision. Tax Law Update: December 2024 Nov 19, 2024 The most pressing tax law developments of the past month. Load More 1 2 3 4 5 next last Load More
When Resorting to the Courts Isn’t All Bad Nov 20, 2024 An added level of protection and clarity may be needed. Life Insurance Planning With Closely Held Companies in a Post-Connelly World Nov 20, 2024 Five alternative strategies for businesses to consider on a shareholder’s death. The Two-Hatted Fiduciary Nov 19, 2024 The definitionally conflicted world of serving as both the trustee of a company-owning trust and the company’s chief executive. The $30 Trillion Women’s Revolution Nov 19, 2024 Reshape your practice to meet the needs of female clients. Is Your Trust Agreement Politically Correct? Nov 19, 2024 Considerations for campaign contributions in an estate plan. Creating an AI Bot: A Productivity Tool for Legal, Tax and Financial Professionals Nov 19, 2024 Craig R. Hersch discusses the benefits of using artificial intelligence bots at your practice. Two Approaches To Insurance-Funded Buy-Sell Agreements Post-Connelly Nov 19, 2024 Kenneth L. Alter discusses the impact of the U.S. Supreme Court’s recent decision. Tax Law Update: December 2024 Nov 19, 2024 The most pressing tax law developments of the past month. Load More 1 2 3 4 5 next last Load More
Life Insurance Planning With Closely Held Companies in a Post-Connelly World Nov 20, 2024 Five alternative strategies for businesses to consider on a shareholder’s death. The Two-Hatted Fiduciary Nov 19, 2024 The definitionally conflicted world of serving as both the trustee of a company-owning trust and the company’s chief executive. The $30 Trillion Women’s Revolution Nov 19, 2024 Reshape your practice to meet the needs of female clients. Is Your Trust Agreement Politically Correct? Nov 19, 2024 Considerations for campaign contributions in an estate plan. Creating an AI Bot: A Productivity Tool for Legal, Tax and Financial Professionals Nov 19, 2024 Craig R. Hersch discusses the benefits of using artificial intelligence bots at your practice. Two Approaches To Insurance-Funded Buy-Sell Agreements Post-Connelly Nov 19, 2024 Kenneth L. Alter discusses the impact of the U.S. Supreme Court’s recent decision. Tax Law Update: December 2024 Nov 19, 2024 The most pressing tax law developments of the past month. Load More 1 2 3 4 5 next last Load More
The Two-Hatted Fiduciary Nov 19, 2024 The definitionally conflicted world of serving as both the trustee of a company-owning trust and the company’s chief executive. The $30 Trillion Women’s Revolution Nov 19, 2024 Reshape your practice to meet the needs of female clients. Is Your Trust Agreement Politically Correct? Nov 19, 2024 Considerations for campaign contributions in an estate plan. Creating an AI Bot: A Productivity Tool for Legal, Tax and Financial Professionals Nov 19, 2024 Craig R. Hersch discusses the benefits of using artificial intelligence bots at your practice. Two Approaches To Insurance-Funded Buy-Sell Agreements Post-Connelly Nov 19, 2024 Kenneth L. Alter discusses the impact of the U.S. Supreme Court’s recent decision. Tax Law Update: December 2024 Nov 19, 2024 The most pressing tax law developments of the past month. Load More 1 2 3 4 5 next last Load More
The $30 Trillion Women’s Revolution Nov 19, 2024 Reshape your practice to meet the needs of female clients. Is Your Trust Agreement Politically Correct? Nov 19, 2024 Considerations for campaign contributions in an estate plan. Creating an AI Bot: A Productivity Tool for Legal, Tax and Financial Professionals Nov 19, 2024 Craig R. Hersch discusses the benefits of using artificial intelligence bots at your practice. Two Approaches To Insurance-Funded Buy-Sell Agreements Post-Connelly Nov 19, 2024 Kenneth L. Alter discusses the impact of the U.S. Supreme Court’s recent decision. Tax Law Update: December 2024 Nov 19, 2024 The most pressing tax law developments of the past month. Load More 1 2 3 4 5 next last Load More
Is Your Trust Agreement Politically Correct? Nov 19, 2024 Considerations for campaign contributions in an estate plan.
Creating an AI Bot: A Productivity Tool for Legal, Tax and Financial Professionals Nov 19, 2024 Craig R. Hersch discusses the benefits of using artificial intelligence bots at your practice. Two Approaches To Insurance-Funded Buy-Sell Agreements Post-Connelly Nov 19, 2024 Kenneth L. Alter discusses the impact of the U.S. Supreme Court’s recent decision. Tax Law Update: December 2024 Nov 19, 2024 The most pressing tax law developments of the past month. Load More 1 2 3 4 5 next last Load More
Two Approaches To Insurance-Funded Buy-Sell Agreements Post-Connelly Nov 19, 2024 Kenneth L. Alter discusses the impact of the U.S. Supreme Court’s recent decision. Tax Law Update: December 2024 Nov 19, 2024 The most pressing tax law developments of the past month. Load More 1 2 3 4 5 next last Load More
Tax Law Update: December 2024 Nov 19, 2024 The most pressing tax law developments of the past month. Load More 1 2 3 4 5 next last Load More
