Subscribe to Trusts & Estates Premium Content Today The pre-eminent, peer review journal and website for wealth management professionals. Learn More
Note From the Editor: February 2021 Jan 27, 2021 Editor in Chief Susan R. Lipp discusses this month's issue. National Guardian Acquires Everplans Jan 26, 2021 The digital estate planning platform's leadership team will remain intact. NGL CEO Knut Olson says the deal is an "investment, not an integration." What Leon Black Got for Paying Jeffrey Epstein $158 Million Jan 26, 2021 The findings from an investigation by the law firm Dechert showed how the disgraced adviser’s knowledge of the tax system and skill managing the affairs of the ultra-rich helped Black save at least $1 billion, and potentially more than $2 billion. Amid the Crises in 2020, DAFs Continued to Expand Jan 25, 2021 Donors made large grants in the spring and summer to support both their favorite charities and those that addressed critical needs. IRS Issues Final Regulations on Carried Interests Jan 22, 2021 The final regs depart significantly from the proposals released on July 31, 2020. Five Predictions on Charity and Giving for 2021 Jan 20, 2021 Looking forward to some potentially positive developments in the coming year. Permanent Rifts or Temporary Fissures? Jan 19, 2021 Advising clients and bridging divides in a time of turmoil. Celebrity Estates: Jack Cassidy and How Divorce Can Complicate an Estate Plan Jan 19, 2021 David Cassidy's dad neglected to update his plan in the wake of his second divorce. Advising Clients Who Choose to Live Outside the US Jan 19, 2021 Just because a client wants to live somewhere doesn’t mean they really should. The Art Market Survived and Thrived in 2020 Jan 14, 2021 The pandemic helped pivot the industry in a healthier direction. Load More first previous … 145 146 147 148 149 150 151 152 153 … next last Load More
National Guardian Acquires Everplans Jan 26, 2021 The digital estate planning platform's leadership team will remain intact. NGL CEO Knut Olson says the deal is an "investment, not an integration." What Leon Black Got for Paying Jeffrey Epstein $158 Million Jan 26, 2021 The findings from an investigation by the law firm Dechert showed how the disgraced adviser’s knowledge of the tax system and skill managing the affairs of the ultra-rich helped Black save at least $1 billion, and potentially more than $2 billion. Amid the Crises in 2020, DAFs Continued to Expand Jan 25, 2021 Donors made large grants in the spring and summer to support both their favorite charities and those that addressed critical needs. IRS Issues Final Regulations on Carried Interests Jan 22, 2021 The final regs depart significantly from the proposals released on July 31, 2020. Five Predictions on Charity and Giving for 2021 Jan 20, 2021 Looking forward to some potentially positive developments in the coming year. Permanent Rifts or Temporary Fissures? Jan 19, 2021 Advising clients and bridging divides in a time of turmoil. Celebrity Estates: Jack Cassidy and How Divorce Can Complicate an Estate Plan Jan 19, 2021 David Cassidy's dad neglected to update his plan in the wake of his second divorce. Advising Clients Who Choose to Live Outside the US Jan 19, 2021 Just because a client wants to live somewhere doesn’t mean they really should. The Art Market Survived and Thrived in 2020 Jan 14, 2021 The pandemic helped pivot the industry in a healthier direction. Load More first previous … 145 146 147 148 149 150 151 152 153 … next last Load More
What Leon Black Got for Paying Jeffrey Epstein $158 Million Jan 26, 2021 The findings from an investigation by the law firm Dechert showed how the disgraced adviser’s knowledge of the tax system and skill managing the affairs of the ultra-rich helped Black save at least $1 billion, and potentially more than $2 billion. Amid the Crises in 2020, DAFs Continued to Expand Jan 25, 2021 Donors made large grants in the spring and summer to support both their favorite charities and those that addressed critical needs. IRS Issues Final Regulations on Carried Interests Jan 22, 2021 The final regs depart significantly from the proposals released on July 31, 2020. Five Predictions on Charity and Giving for 2021 Jan 20, 2021 Looking forward to some potentially positive developments in the coming year. Permanent Rifts or Temporary Fissures? Jan 19, 2021 Advising clients and bridging divides in a time of turmoil. Celebrity Estates: Jack Cassidy and How Divorce Can Complicate an Estate Plan Jan 19, 2021 David Cassidy's dad neglected to update his plan in the wake of his second divorce. Advising Clients Who Choose to Live Outside the US Jan 19, 2021 Just because a client wants to live somewhere doesn’t mean they really should. The Art Market Survived and Thrived in 2020 Jan 14, 2021 The pandemic helped pivot the industry in a healthier direction. Load More first previous … 145 146 147 148 149 150 151 152 153 … next last Load More
Amid the Crises in 2020, DAFs Continued to Expand Jan 25, 2021 Donors made large grants in the spring and summer to support both their favorite charities and those that addressed critical needs. IRS Issues Final Regulations on Carried Interests Jan 22, 2021 The final regs depart significantly from the proposals released on July 31, 2020. Five Predictions on Charity and Giving for 2021 Jan 20, 2021 Looking forward to some potentially positive developments in the coming year. Permanent Rifts or Temporary Fissures? Jan 19, 2021 Advising clients and bridging divides in a time of turmoil. Celebrity Estates: Jack Cassidy and How Divorce Can Complicate an Estate Plan Jan 19, 2021 David Cassidy's dad neglected to update his plan in the wake of his second divorce. Advising Clients Who Choose to Live Outside the US Jan 19, 2021 Just because a client wants to live somewhere doesn’t mean they really should. The Art Market Survived and Thrived in 2020 Jan 14, 2021 The pandemic helped pivot the industry in a healthier direction. Load More first previous … 145 146 147 148 149 150 151 152 153 … next last Load More
IRS Issues Final Regulations on Carried Interests Jan 22, 2021 The final regs depart significantly from the proposals released on July 31, 2020. Five Predictions on Charity and Giving for 2021 Jan 20, 2021 Looking forward to some potentially positive developments in the coming year. Permanent Rifts or Temporary Fissures? Jan 19, 2021 Advising clients and bridging divides in a time of turmoil. Celebrity Estates: Jack Cassidy and How Divorce Can Complicate an Estate Plan Jan 19, 2021 David Cassidy's dad neglected to update his plan in the wake of his second divorce. Advising Clients Who Choose to Live Outside the US Jan 19, 2021 Just because a client wants to live somewhere doesn’t mean they really should. The Art Market Survived and Thrived in 2020 Jan 14, 2021 The pandemic helped pivot the industry in a healthier direction. Load More first previous … 145 146 147 148 149 150 151 152 153 … next last Load More
Five Predictions on Charity and Giving for 2021 Jan 20, 2021 Looking forward to some potentially positive developments in the coming year. Permanent Rifts or Temporary Fissures? Jan 19, 2021 Advising clients and bridging divides in a time of turmoil. Celebrity Estates: Jack Cassidy and How Divorce Can Complicate an Estate Plan Jan 19, 2021 David Cassidy's dad neglected to update his plan in the wake of his second divorce. Advising Clients Who Choose to Live Outside the US Jan 19, 2021 Just because a client wants to live somewhere doesn’t mean they really should. The Art Market Survived and Thrived in 2020 Jan 14, 2021 The pandemic helped pivot the industry in a healthier direction. Load More first previous … 145 146 147 148 149 150 151 152 153 … next last Load More
Permanent Rifts or Temporary Fissures? Jan 19, 2021 Advising clients and bridging divides in a time of turmoil. Celebrity Estates: Jack Cassidy and How Divorce Can Complicate an Estate Plan Jan 19, 2021 David Cassidy's dad neglected to update his plan in the wake of his second divorce. Advising Clients Who Choose to Live Outside the US Jan 19, 2021 Just because a client wants to live somewhere doesn’t mean they really should. The Art Market Survived and Thrived in 2020 Jan 14, 2021 The pandemic helped pivot the industry in a healthier direction. Load More first previous … 145 146 147 148 149 150 151 152 153 … next last Load More
Celebrity Estates: Jack Cassidy and How Divorce Can Complicate an Estate Plan Jan 19, 2021 David Cassidy's dad neglected to update his plan in the wake of his second divorce. Advising Clients Who Choose to Live Outside the US Jan 19, 2021 Just because a client wants to live somewhere doesn’t mean they really should. The Art Market Survived and Thrived in 2020 Jan 14, 2021 The pandemic helped pivot the industry in a healthier direction. Load More first previous … 145 146 147 148 149 150 151 152 153 … next last Load More
Advising Clients Who Choose to Live Outside the US Jan 19, 2021 Just because a client wants to live somewhere doesn’t mean they really should. The Art Market Survived and Thrived in 2020 Jan 14, 2021 The pandemic helped pivot the industry in a healthier direction. Load More first previous … 145 146 147 148 149 150 151 152 153 … next last Load More
The Art Market Survived and Thrived in 2020 Jan 14, 2021 The pandemic helped pivot the industry in a healthier direction. Load More first previous … 145 146 147 148 149 150 151 152 153 … next last Load More