Coming up next month: Virtual 10th Annual Institute on Tax, Estate Planning and the World Economy, 8-9 Feb… https://t.co/kKhKSSAIwQ

Robert Lindley TEP and Wesley O’Brien discuss the utility of family-managed private trust companies and fiduciary c… https://t.co/O3WKoYB2eB

STEP’s policy work continues. The STEP standard provisions focus group met this week to continue the revision of th… https://t.co/qbWtcltjvt