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
Client Sues Advisor, MassMutual Over Premium-Financed Life Strategy
By Allison BellThe plaintiff says the advisor should have used a 1035 exchange to get him a better deal.
August 24, 2025
Tax and Spending Bill Delivers Estate Tax Gift to UHNW ClientsWealthy clients have the certainty they need to engage in wealth transfer strategies designed to minimize tax exposure.
August 19, 2025
Judge Lets Family's Suit Over $67.5M in Life Insurance Move ForwardWhen interest rates rose, the cost of the premium financing used to buy the policies soared.
August 18, 2025
Tax Court Rules Against Micro-Captive Case Involving Life and Annuity AssetsThe judge put off deciding whether to apply a 40% penalty related to economic substance questions.
August 15, 2025
The 6 Biggest Money Mistakes Made by the Ultra-WealthyJust because a client successfully accumulated significant wealth doesn’t necessarily mean they’re ready to manage it.
August 11, 2025
What Wealthy Families Can Learn From a Rock Star’s EstateThe basics of what Ozzy Osbourne’s blended family is going through are actually very common, says one attorney.
August 11, 2025
Carson Launches New Team to Woo Wealthy ClientsIts new Private Client Services group offers advanced planning for clients with assets of $10 million and up.
August 05, 2025
SS&C Technologies Unifies Wealth Suite, Black Diamond PlatformThe combination brings together the software provider's wealth and trust management capabilities in one interface.