Subscribe to Trusts & Estates Premium Content Today The pre-eminent, peer review journal and website for wealth management professionals. Learn More
Tips From the Pros: Undue Influence: Focus Factors During a Pandemic Mar 24, 2021 Sandra D. Glazier reminds us to be sensitive to the enhanced potential of client vulnerabilities Fairbairn v. Fidelity Investments Charitable Gift Fund: Case Decided But Policy Issues of Donor-Advised Funds Will Remain in Spotlight Mar 24, 2021 Christopher P. Woehrle discusses the court’s decision against the donors and in favor of Fidelity Tax Law Update: April 2021 Mar 24, 2021 David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month. On the Cover: April 2021 Mar 24, 2021 Legal editor Anna Sulkin discusses this month's cover. Note From the Editor: April 2021 Mar 24, 2021 Editor in Chief Susan R. Lipp discusses this month's issue. Playing Fair with Family and Money Mar 23, 2021 Conflicts may not be avoidable, but they can be reduced. Four Strategies to Prepare Clients for Tax Season Mar 23, 2021 Consider these options before the May 17 filing date. Seven Steps to Help Non-Profits in Pandemic Peril Mar 22, 2021 A prolonged recession could result in the closure of over one third of nonprofits. Celebrity Estates: Advising Entertainment Industry Clients Mar 22, 2021 There's an entire ecosystem of entertainment industry employees that extends far beyond what the camera captures. How DAFs Can Help Clients Innovate Mar 19, 2021 Experiment with new ways of giving that challenge philanthropy’s orthodoxies and directly address systemic inequities. Load More first previous … 132 133 134 135 136 137 138 139 140 … next last Load More
Fairbairn v. Fidelity Investments Charitable Gift Fund: Case Decided But Policy Issues of Donor-Advised Funds Will Remain in Spotlight Mar 24, 2021 Christopher P. Woehrle discusses the court’s decision against the donors and in favor of Fidelity Tax Law Update: April 2021 Mar 24, 2021 David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month. On the Cover: April 2021 Mar 24, 2021 Legal editor Anna Sulkin discusses this month's cover. Note From the Editor: April 2021 Mar 24, 2021 Editor in Chief Susan R. Lipp discusses this month's issue. Playing Fair with Family and Money Mar 23, 2021 Conflicts may not be avoidable, but they can be reduced. Four Strategies to Prepare Clients for Tax Season Mar 23, 2021 Consider these options before the May 17 filing date. Seven Steps to Help Non-Profits in Pandemic Peril Mar 22, 2021 A prolonged recession could result in the closure of over one third of nonprofits. Celebrity Estates: Advising Entertainment Industry Clients Mar 22, 2021 There's an entire ecosystem of entertainment industry employees that extends far beyond what the camera captures. How DAFs Can Help Clients Innovate Mar 19, 2021 Experiment with new ways of giving that challenge philanthropy’s orthodoxies and directly address systemic inequities. Load More first previous … 132 133 134 135 136 137 138 139 140 … next last Load More
Tax Law Update: April 2021 Mar 24, 2021 David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month. On the Cover: April 2021 Mar 24, 2021 Legal editor Anna Sulkin discusses this month's cover. Note From the Editor: April 2021 Mar 24, 2021 Editor in Chief Susan R. Lipp discusses this month's issue. Playing Fair with Family and Money Mar 23, 2021 Conflicts may not be avoidable, but they can be reduced. Four Strategies to Prepare Clients for Tax Season Mar 23, 2021 Consider these options before the May 17 filing date. Seven Steps to Help Non-Profits in Pandemic Peril Mar 22, 2021 A prolonged recession could result in the closure of over one third of nonprofits. Celebrity Estates: Advising Entertainment Industry Clients Mar 22, 2021 There's an entire ecosystem of entertainment industry employees that extends far beyond what the camera captures. How DAFs Can Help Clients Innovate Mar 19, 2021 Experiment with new ways of giving that challenge philanthropy’s orthodoxies and directly address systemic inequities. Load More first previous … 132 133 134 135 136 137 138 139 140 … next last Load More
On the Cover: April 2021 Mar 24, 2021 Legal editor Anna Sulkin discusses this month's cover. Note From the Editor: April 2021 Mar 24, 2021 Editor in Chief Susan R. Lipp discusses this month's issue. Playing Fair with Family and Money Mar 23, 2021 Conflicts may not be avoidable, but they can be reduced. Four Strategies to Prepare Clients for Tax Season Mar 23, 2021 Consider these options before the May 17 filing date. Seven Steps to Help Non-Profits in Pandemic Peril Mar 22, 2021 A prolonged recession could result in the closure of over one third of nonprofits. Celebrity Estates: Advising Entertainment Industry Clients Mar 22, 2021 There's an entire ecosystem of entertainment industry employees that extends far beyond what the camera captures. How DAFs Can Help Clients Innovate Mar 19, 2021 Experiment with new ways of giving that challenge philanthropy’s orthodoxies and directly address systemic inequities. Load More first previous … 132 133 134 135 136 137 138 139 140 … next last Load More
Note From the Editor: April 2021 Mar 24, 2021 Editor in Chief Susan R. Lipp discusses this month's issue. Playing Fair with Family and Money Mar 23, 2021 Conflicts may not be avoidable, but they can be reduced. Four Strategies to Prepare Clients for Tax Season Mar 23, 2021 Consider these options before the May 17 filing date. Seven Steps to Help Non-Profits in Pandemic Peril Mar 22, 2021 A prolonged recession could result in the closure of over one third of nonprofits. Celebrity Estates: Advising Entertainment Industry Clients Mar 22, 2021 There's an entire ecosystem of entertainment industry employees that extends far beyond what the camera captures. How DAFs Can Help Clients Innovate Mar 19, 2021 Experiment with new ways of giving that challenge philanthropy’s orthodoxies and directly address systemic inequities. Load More first previous … 132 133 134 135 136 137 138 139 140 … next last Load More
Playing Fair with Family and Money Mar 23, 2021 Conflicts may not be avoidable, but they can be reduced. Four Strategies to Prepare Clients for Tax Season Mar 23, 2021 Consider these options before the May 17 filing date. Seven Steps to Help Non-Profits in Pandemic Peril Mar 22, 2021 A prolonged recession could result in the closure of over one third of nonprofits. Celebrity Estates: Advising Entertainment Industry Clients Mar 22, 2021 There's an entire ecosystem of entertainment industry employees that extends far beyond what the camera captures. How DAFs Can Help Clients Innovate Mar 19, 2021 Experiment with new ways of giving that challenge philanthropy’s orthodoxies and directly address systemic inequities. Load More first previous … 132 133 134 135 136 137 138 139 140 … next last Load More
Four Strategies to Prepare Clients for Tax Season Mar 23, 2021 Consider these options before the May 17 filing date. Seven Steps to Help Non-Profits in Pandemic Peril Mar 22, 2021 A prolonged recession could result in the closure of over one third of nonprofits. Celebrity Estates: Advising Entertainment Industry Clients Mar 22, 2021 There's an entire ecosystem of entertainment industry employees that extends far beyond what the camera captures. How DAFs Can Help Clients Innovate Mar 19, 2021 Experiment with new ways of giving that challenge philanthropy’s orthodoxies and directly address systemic inequities. Load More first previous … 132 133 134 135 136 137 138 139 140 … next last Load More
Seven Steps to Help Non-Profits in Pandemic Peril Mar 22, 2021 A prolonged recession could result in the closure of over one third of nonprofits. Celebrity Estates: Advising Entertainment Industry Clients Mar 22, 2021 There's an entire ecosystem of entertainment industry employees that extends far beyond what the camera captures. How DAFs Can Help Clients Innovate Mar 19, 2021 Experiment with new ways of giving that challenge philanthropy’s orthodoxies and directly address systemic inequities. Load More first previous … 132 133 134 135 136 137 138 139 140 … next last Load More
Celebrity Estates: Advising Entertainment Industry Clients Mar 22, 2021 There's an entire ecosystem of entertainment industry employees that extends far beyond what the camera captures. How DAFs Can Help Clients Innovate Mar 19, 2021 Experiment with new ways of giving that challenge philanthropy’s orthodoxies and directly address systemic inequities. Load More first previous … 132 133 134 135 136 137 138 139 140 … next last Load More
How DAFs Can Help Clients Innovate Mar 19, 2021 Experiment with new ways of giving that challenge philanthropy’s orthodoxies and directly address systemic inequities. Load More first previous … 132 133 134 135 136 137 138 139 140 … next last Load More