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This month, we’re proud to introduce two new features in Trusts & Estates. The first is our Financial Advisors Committee Report. We created this committee a few months ago, as we recognized estate-planning professionals must work hand-in-hand with financial advisors to provide a full range of services to their clients. This need for collaboration is highlighted in “The Financial Advisor as Quarterback,” p. 60, by D. Vance Barse, which discusses how the financial advisor can lead the entire estate-planning team in estate planning, tax planning, risk management and financial planning. The other article in the Committee Report, “Preserving Wealth Across Generations,” by Jack Elder and Ali Khodadad, p. 54, outlines the impending changes with...
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