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
Judge Lets Family's Suit Over $67.5M in Life Insurance Move Forward
By Allison BellWhen interest rates rose, the cost of the premium financing used to buy the policies soared.
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.
July 29, 2025
Tax and Investing Pitfalls Greet Americans Who Move to Europe"Certain investing techniques don’t work here," France-based advisor Robert Levitt tells ThinkAdvisor.
July 28, 2025
Income Annuities Meet Irrevocable TrustsFor the wealthiest clients, this combination can help establish a stable cash flow for future generations.
July 25, 2025
Vanilla Granted Patent for Its Estate Planning TechnologySeparately, the firm hired Emily Tran, formerly with Practifi, as its vice president of marketing.
July 25, 2025
12 Top States for Estate and Trust Income TaxesFew have heard of this tax, but it raises about twice as much revenue as the federal estate tax.