Stay Ahead on Every UHNW Matter That Matters
Curated federal rulings, state developments, and drafting strategies delivered every week. Save 5+ hours of research per week with actionable intelligence pulled from ACTEC, Heckerling, and top experts.
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Built exclusively for the UHNW practice.
Practical intelligence that matters to attorneys and professionals advising UHNW families.
Federal Rulings & IRS Guidance
PLRs, Revenue Procedures, Notices, and final regulations, with direct implications.
State Spotlight
Key trust, estate, and tax developments across UHNW jurisdictions. Depth no national publication matches.
Court Decisions & Impact
Recent rulings with clear, actionable client takeaways before your next call.
Practical Playbook
Drafting techniques, checklists, pro strategies, and common pitfalls to avoid.
Deadlines & Reminders
Filing deadlines, legislative effective dates, upcoming conferences and CLE opportunities.
People & Practice
Lateral moves, notable hires, and conference recaps from top UHNW-focused firms.
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The Residuary.
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Full Access
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✓ One Big Thing — the week's most consequential development, explained and quantified
✓ Regulatory Roundup — guidance, bills, and Treasury signals worth tracking
✓ Rulings, Cases & Guidance — new rulings and decisions, with the practical takeaway
✓ State Spotlight — the state-level moves that shift situs and residency
✓ Practical Playbook — a real scenario with the considerations that matter
✓ People & Practice — laterals, departures, and firm-level moves across the field
✓ Deadlines & free CLE — the dates you can't miss, plus credit-eligible sessions
✓ Full searchable archive — every issue ever published
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FREQUENTLY ASKED QUESTIONS
Everything you need to know.
What exactly is The Residuary?
The Residuary is a weekly intelligence brief for trust and estate attorneys and wealth advisors. Each week, we distill the most important federal and state developments, PLRs, case law, and planning strategies into a concise, actionable brief.
Who is this written for?
The Residuary is written for trust and estate attorneys, fiduciary officers, wealth advisors, and family office professionals who advise UHNW clients. If your practice touches estate planning, trust administration, or intergenerational wealth transfer, this is built for you.
What topics does it cover?
Federal estate and gift tax developments, IRS rulings and PLRs, GST planning, trust siting and modification, fiduciary litigation, state-level legislative updates, and emerging strategies from ACTEC, Heckerling, and leading practitioners.
How is this different from other legal newsletters?
Most legal newsletters are either too broad or too academic. The Residuary is laser-focused on the UHNW practice and written for practitioners, not professors. Every item is selected for its direct relevance to client advisory work.
What does the subscription include?
Full access to every weekly issue, complete archives, and any supplemental briefings we publish. One flat annual rate of $395/year.
Is there a free trial or guarantee?
Yes. We offer a 30-day money-back guarantee. If The Residuary isn't the most useful publication in your weekly reading stack, we'll refund you in full.
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