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Ethical and Tax Considerations for SLATs
Published on January 20, 2026
Best practices for estate planners.
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Other news
Ethics When Representing Married Couples in Estate Planning
January 20, 2026
Estate plans are built on assumptions, and one of the biggest assumptions we make is that a marriage will last.
Wealth Management Invest: IPA’s Anya Coverman on Regulatory Issues
January 20, 2026
The CEO of the Institute for Portfolio Alternatives talks ERISA modernization, 401(k) access, accredited investor definitions, the impact of state-level regulation and more.