Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
Guarding against charges of undue influence in estate planning
By Tom NawrockiA courts invalidation of a will based on undue influence requires several essential elements.
August 14, 2015
Beware of stepkids feuding over the family fortuneA new survey by UBS Wealth Management shows just how challenging estate planning can be for wealthy blended families.
August 14, 2015
The estate tax dodge that went too farWealthy people have lots of ways to avoid the estate tax. But a federal judge says one family got a little too creative in dodging its tax bill.
August 14, 2015
The estate tax dodge that went too farWealthy people have lots of ways to avoid the estate tax. But a federal judge says one family got a little too creative in dodging its tax bill.
August 11, 2015
Dealing with out-of-state property issues in estate plansIt's vital that family members participate in estate planning decisions involving out-of-state property.
August 11, 2015
Dealing with out-of-state property issues in estate plansIt's vital that family members participate in estate planning decisions involving out-of-state property.
August 06, 2015
New Hire Roundup: Merrill Adds Teams From Barclays, Morgan StanleyMeanwhile, global independent fund administrator Trident Fund Services appointed Thalius Hecksher to the newly created position of global director.
July 31, 2015
Repeal of IRC section 1031: What your clients need to knowIRC Section 1031, a heavily used tax and estate planning strategy, is being threatened now by government officials.