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ESG and Investing as a Trustee

The growing popularity of sustainable investing poses challenges for fiduciaries in a complex investment environment.

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That Life Insurance Policy May Be Worth More (Or Less) Than You Think

That Life Insurance Policy May Be Worth More (Or Less) Than You Think
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Live from Heckerling: Increasing Diversity in Estate Planning

Two fellowship participants share their experiences in the estate planning field.

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Practical Partnership Panaceas to Common Client Circumstances

Partnerships are a required tool for estate planners.

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Live from Heckerling: Is ESG Investing Sustainable for Trustees?

To what extent can a trustee allow for beneficiaries’ wishes and still retain settlor intent?

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