Subscribe to Trusts & Estates Premium Content Today The pre-eminent, peer review journal and website for wealth management professionals. Learn More
What We Learned, and How COVID-19 Changed Our Practice Dec 17, 2021 One attorney’s experiences during the pandemic Playing Chess With the Feds Dec 17, 2021 A dizzying array of tax proposals keeps practitioners on their toes On the Cover: January 2022 Dec 17, 2021 Legal editor Anna Sulkin discusses this month's cover. Note From the Editor: January 2022 Dec 17, 2021 Editor in Chief Susan R. Lipp discusses this month's issue. Mondrian Heirs Sue Philadelphia Museum for Return of Painting Dec 15, 2021 Lawsuit claims the work was confiscated by the Nazis. "Whose Money is This?" Part 1: Prepare the Heirs Dec 13, 2021 Heirs already know they're rich, and they are likely asking serious questions of themselves, and maybe each other, but often not their parents. IRS Cracks Down on Net Worth Declarations in Expatriation Filings Dec 10, 2021 Avoiding requisite reporting can cost clients dearly. Billionare Michael Steinhardt Surrenders $70 Million of Stolen Antiquities Dec 09, 2021 His unprecedented lifetime ban on collecting ancient relics demonstrates the importance of due diligence for art collectors. Wellin Malpractice Case Warns of a Danger Zone for Practitioners Dec 08, 2021 Explain the consequences of suggested transactions to clients when giving high-level estate-planning advice. Working With Clients on Estate-Planning Strategies Dec 08, 2021 Three experts share their thoughts at the CFA Philadelphia Private Wealth Conference. Load More first previous … 109 110 111 112 113 114 115 116 117 … next last Load More
Playing Chess With the Feds Dec 17, 2021 A dizzying array of tax proposals keeps practitioners on their toes On the Cover: January 2022 Dec 17, 2021 Legal editor Anna Sulkin discusses this month's cover. Note From the Editor: January 2022 Dec 17, 2021 Editor in Chief Susan R. Lipp discusses this month's issue. Mondrian Heirs Sue Philadelphia Museum for Return of Painting Dec 15, 2021 Lawsuit claims the work was confiscated by the Nazis. "Whose Money is This?" Part 1: Prepare the Heirs Dec 13, 2021 Heirs already know they're rich, and they are likely asking serious questions of themselves, and maybe each other, but often not their parents. IRS Cracks Down on Net Worth Declarations in Expatriation Filings Dec 10, 2021 Avoiding requisite reporting can cost clients dearly. Billionare Michael Steinhardt Surrenders $70 Million of Stolen Antiquities Dec 09, 2021 His unprecedented lifetime ban on collecting ancient relics demonstrates the importance of due diligence for art collectors. Wellin Malpractice Case Warns of a Danger Zone for Practitioners Dec 08, 2021 Explain the consequences of suggested transactions to clients when giving high-level estate-planning advice. Working With Clients on Estate-Planning Strategies Dec 08, 2021 Three experts share their thoughts at the CFA Philadelphia Private Wealth Conference. Load More first previous … 109 110 111 112 113 114 115 116 117 … next last Load More
On the Cover: January 2022 Dec 17, 2021 Legal editor Anna Sulkin discusses this month's cover. Note From the Editor: January 2022 Dec 17, 2021 Editor in Chief Susan R. Lipp discusses this month's issue. Mondrian Heirs Sue Philadelphia Museum for Return of Painting Dec 15, 2021 Lawsuit claims the work was confiscated by the Nazis. "Whose Money is This?" Part 1: Prepare the Heirs Dec 13, 2021 Heirs already know they're rich, and they are likely asking serious questions of themselves, and maybe each other, but often not their parents. IRS Cracks Down on Net Worth Declarations in Expatriation Filings Dec 10, 2021 Avoiding requisite reporting can cost clients dearly. Billionare Michael Steinhardt Surrenders $70 Million of Stolen Antiquities Dec 09, 2021 His unprecedented lifetime ban on collecting ancient relics demonstrates the importance of due diligence for art collectors. Wellin Malpractice Case Warns of a Danger Zone for Practitioners Dec 08, 2021 Explain the consequences of suggested transactions to clients when giving high-level estate-planning advice. Working With Clients on Estate-Planning Strategies Dec 08, 2021 Three experts share their thoughts at the CFA Philadelphia Private Wealth Conference. Load More first previous … 109 110 111 112 113 114 115 116 117 … next last Load More
Note From the Editor: January 2022 Dec 17, 2021 Editor in Chief Susan R. Lipp discusses this month's issue. Mondrian Heirs Sue Philadelphia Museum for Return of Painting Dec 15, 2021 Lawsuit claims the work was confiscated by the Nazis. "Whose Money is This?" Part 1: Prepare the Heirs Dec 13, 2021 Heirs already know they're rich, and they are likely asking serious questions of themselves, and maybe each other, but often not their parents. IRS Cracks Down on Net Worth Declarations in Expatriation Filings Dec 10, 2021 Avoiding requisite reporting can cost clients dearly. Billionare Michael Steinhardt Surrenders $70 Million of Stolen Antiquities Dec 09, 2021 His unprecedented lifetime ban on collecting ancient relics demonstrates the importance of due diligence for art collectors. Wellin Malpractice Case Warns of a Danger Zone for Practitioners Dec 08, 2021 Explain the consequences of suggested transactions to clients when giving high-level estate-planning advice. Working With Clients on Estate-Planning Strategies Dec 08, 2021 Three experts share their thoughts at the CFA Philadelphia Private Wealth Conference. Load More first previous … 109 110 111 112 113 114 115 116 117 … next last Load More
Mondrian Heirs Sue Philadelphia Museum for Return of Painting Dec 15, 2021 Lawsuit claims the work was confiscated by the Nazis. "Whose Money is This?" Part 1: Prepare the Heirs Dec 13, 2021 Heirs already know they're rich, and they are likely asking serious questions of themselves, and maybe each other, but often not their parents. IRS Cracks Down on Net Worth Declarations in Expatriation Filings Dec 10, 2021 Avoiding requisite reporting can cost clients dearly. Billionare Michael Steinhardt Surrenders $70 Million of Stolen Antiquities Dec 09, 2021 His unprecedented lifetime ban on collecting ancient relics demonstrates the importance of due diligence for art collectors. Wellin Malpractice Case Warns of a Danger Zone for Practitioners Dec 08, 2021 Explain the consequences of suggested transactions to clients when giving high-level estate-planning advice. Working With Clients on Estate-Planning Strategies Dec 08, 2021 Three experts share their thoughts at the CFA Philadelphia Private Wealth Conference. Load More first previous … 109 110 111 112 113 114 115 116 117 … next last Load More
"Whose Money is This?" Part 1: Prepare the Heirs Dec 13, 2021 Heirs already know they're rich, and they are likely asking serious questions of themselves, and maybe each other, but often not their parents. IRS Cracks Down on Net Worth Declarations in Expatriation Filings Dec 10, 2021 Avoiding requisite reporting can cost clients dearly. Billionare Michael Steinhardt Surrenders $70 Million of Stolen Antiquities Dec 09, 2021 His unprecedented lifetime ban on collecting ancient relics demonstrates the importance of due diligence for art collectors. Wellin Malpractice Case Warns of a Danger Zone for Practitioners Dec 08, 2021 Explain the consequences of suggested transactions to clients when giving high-level estate-planning advice. Working With Clients on Estate-Planning Strategies Dec 08, 2021 Three experts share their thoughts at the CFA Philadelphia Private Wealth Conference. Load More first previous … 109 110 111 112 113 114 115 116 117 … next last Load More
IRS Cracks Down on Net Worth Declarations in Expatriation Filings Dec 10, 2021 Avoiding requisite reporting can cost clients dearly. Billionare Michael Steinhardt Surrenders $70 Million of Stolen Antiquities Dec 09, 2021 His unprecedented lifetime ban on collecting ancient relics demonstrates the importance of due diligence for art collectors. Wellin Malpractice Case Warns of a Danger Zone for Practitioners Dec 08, 2021 Explain the consequences of suggested transactions to clients when giving high-level estate-planning advice. Working With Clients on Estate-Planning Strategies Dec 08, 2021 Three experts share their thoughts at the CFA Philadelphia Private Wealth Conference. Load More first previous … 109 110 111 112 113 114 115 116 117 … next last Load More
Billionare Michael Steinhardt Surrenders $70 Million of Stolen Antiquities Dec 09, 2021 His unprecedented lifetime ban on collecting ancient relics demonstrates the importance of due diligence for art collectors. Wellin Malpractice Case Warns of a Danger Zone for Practitioners Dec 08, 2021 Explain the consequences of suggested transactions to clients when giving high-level estate-planning advice. Working With Clients on Estate-Planning Strategies Dec 08, 2021 Three experts share their thoughts at the CFA Philadelphia Private Wealth Conference. Load More first previous … 109 110 111 112 113 114 115 116 117 … next last Load More
Wellin Malpractice Case Warns of a Danger Zone for Practitioners Dec 08, 2021 Explain the consequences of suggested transactions to clients when giving high-level estate-planning advice. Working With Clients on Estate-Planning Strategies Dec 08, 2021 Three experts share their thoughts at the CFA Philadelphia Private Wealth Conference. Load More first previous … 109 110 111 112 113 114 115 116 117 … next last Load More
Working With Clients on Estate-Planning Strategies Dec 08, 2021 Three experts share their thoughts at the CFA Philadelphia Private Wealth Conference. Load More first previous … 109 110 111 112 113 114 115 116 117 … next last Load More