Subscribe to Trusts & Estates Premium Content Today The pre-eminent, peer review journal and website for wealth management professionals. Learn More
Planning “Balanced” Gifts to Achieve Multiple Goals Jun 17, 2019 Robert F. Sharpe, Jr. shares his observations on how to make philanthropy more satisfying for both donors and charitable recipients alike. Tax Law Update: July 2019 Jun 17, 2019 David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month. On the Cover: July 2019 Jun 17, 2019 Legal editor Anna Sulkin discusses this month's cover. Note From the Editor: July 2019 Jun 17, 2019 Editor in Chief Susan R. Lipp discusses this month's issue. Pat Bowlen's 'Dead Hand' Guides the Denver Broncos Jun 14, 2019 The recently deceased Bronco's owner set up a "hunger games" to determine which of his heirs will control the team. The Importance of Documenting Clients' Art Collections Jun 14, 2019 Meticulously managing a collection yields undoubted benefits and minimizes unnecessary risks. Wealth Advisor Interviews: Questions Clients Should Ask Jun 13, 2019 Financial planning is an essential component of estate planning. This checklist is designed to help clients interview and select a wealth advisor suitable for their needs. Connecticut Overhauls Its Trust Laws Jun 12, 2019 Recent legislative activity modernizes trust administration and provides opportunities for planning. Taxpayer’s GST Tax Exemption Automatically Allocated to Direct Skips Jun 12, 2019 Opt-out election was irrelevant, according to the IRS. IRS Commissioner Wants to Tax in Many Tongues Jun 10, 2019 Embracing a broader range of non-English speakers and upping staff are at the top of the agenda, but enforcement remains paramount, Rettig says. Load More first previous … 204 205 206 207 208 209 210 211 212 … next last Load More
Tax Law Update: July 2019 Jun 17, 2019 David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month. On the Cover: July 2019 Jun 17, 2019 Legal editor Anna Sulkin discusses this month's cover. Note From the Editor: July 2019 Jun 17, 2019 Editor in Chief Susan R. Lipp discusses this month's issue. Pat Bowlen's 'Dead Hand' Guides the Denver Broncos Jun 14, 2019 The recently deceased Bronco's owner set up a "hunger games" to determine which of his heirs will control the team. The Importance of Documenting Clients' Art Collections Jun 14, 2019 Meticulously managing a collection yields undoubted benefits and minimizes unnecessary risks. Wealth Advisor Interviews: Questions Clients Should Ask Jun 13, 2019 Financial planning is an essential component of estate planning. This checklist is designed to help clients interview and select a wealth advisor suitable for their needs. Connecticut Overhauls Its Trust Laws Jun 12, 2019 Recent legislative activity modernizes trust administration and provides opportunities for planning. Taxpayer’s GST Tax Exemption Automatically Allocated to Direct Skips Jun 12, 2019 Opt-out election was irrelevant, according to the IRS. IRS Commissioner Wants to Tax in Many Tongues Jun 10, 2019 Embracing a broader range of non-English speakers and upping staff are at the top of the agenda, but enforcement remains paramount, Rettig says. Load More first previous … 204 205 206 207 208 209 210 211 212 … next last Load More
On the Cover: July 2019 Jun 17, 2019 Legal editor Anna Sulkin discusses this month's cover. Note From the Editor: July 2019 Jun 17, 2019 Editor in Chief Susan R. Lipp discusses this month's issue. Pat Bowlen's 'Dead Hand' Guides the Denver Broncos Jun 14, 2019 The recently deceased Bronco's owner set up a "hunger games" to determine which of his heirs will control the team. The Importance of Documenting Clients' Art Collections Jun 14, 2019 Meticulously managing a collection yields undoubted benefits and minimizes unnecessary risks. Wealth Advisor Interviews: Questions Clients Should Ask Jun 13, 2019 Financial planning is an essential component of estate planning. This checklist is designed to help clients interview and select a wealth advisor suitable for their needs. Connecticut Overhauls Its Trust Laws Jun 12, 2019 Recent legislative activity modernizes trust administration and provides opportunities for planning. Taxpayer’s GST Tax Exemption Automatically Allocated to Direct Skips Jun 12, 2019 Opt-out election was irrelevant, according to the IRS. IRS Commissioner Wants to Tax in Many Tongues Jun 10, 2019 Embracing a broader range of non-English speakers and upping staff are at the top of the agenda, but enforcement remains paramount, Rettig says. Load More first previous … 204 205 206 207 208 209 210 211 212 … next last Load More
Note From the Editor: July 2019 Jun 17, 2019 Editor in Chief Susan R. Lipp discusses this month's issue. Pat Bowlen's 'Dead Hand' Guides the Denver Broncos Jun 14, 2019 The recently deceased Bronco's owner set up a "hunger games" to determine which of his heirs will control the team. The Importance of Documenting Clients' Art Collections Jun 14, 2019 Meticulously managing a collection yields undoubted benefits and minimizes unnecessary risks. Wealth Advisor Interviews: Questions Clients Should Ask Jun 13, 2019 Financial planning is an essential component of estate planning. This checklist is designed to help clients interview and select a wealth advisor suitable for their needs. Connecticut Overhauls Its Trust Laws Jun 12, 2019 Recent legislative activity modernizes trust administration and provides opportunities for planning. Taxpayer’s GST Tax Exemption Automatically Allocated to Direct Skips Jun 12, 2019 Opt-out election was irrelevant, according to the IRS. IRS Commissioner Wants to Tax in Many Tongues Jun 10, 2019 Embracing a broader range of non-English speakers and upping staff are at the top of the agenda, but enforcement remains paramount, Rettig says. Load More first previous … 204 205 206 207 208 209 210 211 212 … next last Load More
Pat Bowlen's 'Dead Hand' Guides the Denver Broncos Jun 14, 2019 The recently deceased Bronco's owner set up a "hunger games" to determine which of his heirs will control the team. The Importance of Documenting Clients' Art Collections Jun 14, 2019 Meticulously managing a collection yields undoubted benefits and minimizes unnecessary risks. Wealth Advisor Interviews: Questions Clients Should Ask Jun 13, 2019 Financial planning is an essential component of estate planning. This checklist is designed to help clients interview and select a wealth advisor suitable for their needs. Connecticut Overhauls Its Trust Laws Jun 12, 2019 Recent legislative activity modernizes trust administration and provides opportunities for planning. Taxpayer’s GST Tax Exemption Automatically Allocated to Direct Skips Jun 12, 2019 Opt-out election was irrelevant, according to the IRS. IRS Commissioner Wants to Tax in Many Tongues Jun 10, 2019 Embracing a broader range of non-English speakers and upping staff are at the top of the agenda, but enforcement remains paramount, Rettig says. Load More first previous … 204 205 206 207 208 209 210 211 212 … next last Load More
The Importance of Documenting Clients' Art Collections Jun 14, 2019 Meticulously managing a collection yields undoubted benefits and minimizes unnecessary risks. Wealth Advisor Interviews: Questions Clients Should Ask Jun 13, 2019 Financial planning is an essential component of estate planning. This checklist is designed to help clients interview and select a wealth advisor suitable for their needs. Connecticut Overhauls Its Trust Laws Jun 12, 2019 Recent legislative activity modernizes trust administration and provides opportunities for planning. Taxpayer’s GST Tax Exemption Automatically Allocated to Direct Skips Jun 12, 2019 Opt-out election was irrelevant, according to the IRS. IRS Commissioner Wants to Tax in Many Tongues Jun 10, 2019 Embracing a broader range of non-English speakers and upping staff are at the top of the agenda, but enforcement remains paramount, Rettig says. Load More first previous … 204 205 206 207 208 209 210 211 212 … next last Load More
Wealth Advisor Interviews: Questions Clients Should Ask Jun 13, 2019 Financial planning is an essential component of estate planning. This checklist is designed to help clients interview and select a wealth advisor suitable for their needs. Connecticut Overhauls Its Trust Laws Jun 12, 2019 Recent legislative activity modernizes trust administration and provides opportunities for planning. Taxpayer’s GST Tax Exemption Automatically Allocated to Direct Skips Jun 12, 2019 Opt-out election was irrelevant, according to the IRS. IRS Commissioner Wants to Tax in Many Tongues Jun 10, 2019 Embracing a broader range of non-English speakers and upping staff are at the top of the agenda, but enforcement remains paramount, Rettig says. Load More first previous … 204 205 206 207 208 209 210 211 212 … next last Load More
Connecticut Overhauls Its Trust Laws Jun 12, 2019 Recent legislative activity modernizes trust administration and provides opportunities for planning. Taxpayer’s GST Tax Exemption Automatically Allocated to Direct Skips Jun 12, 2019 Opt-out election was irrelevant, according to the IRS. IRS Commissioner Wants to Tax in Many Tongues Jun 10, 2019 Embracing a broader range of non-English speakers and upping staff are at the top of the agenda, but enforcement remains paramount, Rettig says. Load More first previous … 204 205 206 207 208 209 210 211 212 … next last Load More
Taxpayer’s GST Tax Exemption Automatically Allocated to Direct Skips Jun 12, 2019 Opt-out election was irrelevant, according to the IRS. IRS Commissioner Wants to Tax in Many Tongues Jun 10, 2019 Embracing a broader range of non-English speakers and upping staff are at the top of the agenda, but enforcement remains paramount, Rettig says. Load More first previous … 204 205 206 207 208 209 210 211 212 … next last Load More
IRS Commissioner Wants to Tax in Many Tongues Jun 10, 2019 Embracing a broader range of non-English speakers and upping staff are at the top of the agenda, but enforcement remains paramount, Rettig says. Load More first previous … 204 205 206 207 208 209 210 211 212 … next last Load More