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On the Cover: April 2023
Mar 20, 2023
Legal editor Anna Sulkin discusses this month's cover.
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Trusts & Estates: March 2023 Digital Edition
Feb 27, 2023
Features on Fiduciary Professions and Perspectives, plus columns on Tax Law Update, Philanthropy...
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Estate Planning for Family Business Succession
Feb 16, 2023
Break down the process into two phases.
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High Hopes for New Congressional Family Business Caucus
Feb 16, 2023
The focus will be on educating legislators on the contributions and needs of these entities.
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Complex Family Enterprise
Feb 16, 2023
A new way to describe a growing phenomenon.
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Creating Inclusive Pathways to Increase Presence of Women in Senior Roles
Feb 16, 2023
Three key factors that influence the path to leadership.
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The Need for a Trust-Level Investment Policy Statement
Feb 16, 2023
The absence of one may create unnecessary liability.
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Selected Provisions of the Recently Enacted SECURE Act 2.0
Feb 16, 2023
The new law includes over 90 changes to the rules that govern individual retirement accounts and...
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Corporate Transparency Act Just Got Real For Common Law Trusts
Feb 16, 2023
A review of the relevant aspects of the CTA’s final rule.
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Tips From the Pros: Word Formulas That Don’t Work…and Those That Do
Feb 16, 2023
Charles A. Redd discusses the use of formula clauses in some recent cases and private letter...
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