When we think of investing in real estate, the first thing that often comes to mind is ownership of residential and commercial properties. However, there are more practical and accessible alternatives ...

The duties and responsibilities of a trustee of a charitable remainder trust (CRT) are many and varied, but perhaps the most important one is the investment of the trust’s assets. The investment ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. Spousal Lifetime Access Trusts (known by the acronym “SLAT”) are a very ...

Sophisticated trust portfolios often benefit from direct exposure to active and passive investments made in venture capital (VC) and private equity. However, if a trustee isn't a lead sponsor of such ...