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
Ex-Wells Fargo Broker Suspended, Fined Over $675K Customer Bequest
By Melanie WaddellCarol Abdo-Brownsberger provided inaccurate information on her role as a foundation trustee, FINRA says.
September 10, 2025
New Tax Rules Sweeten the Break on Small-Business Stock, but Watch OutWealthy clients can multiply this benefit by gifting, but the rules are complex, especially when using trusts.
September 05, 2025
Carson's Latest Hires Include Ex-Commonwealth HNW ExecHeather Zack joins the group's private client services team and will report to Dani Fava, chief strategy officer.
September 03, 2025
Pacific Life Leads in Q2 Individual Life SalesAbout half of the premiums from all new sales came from people hoping to accumulate cash.
August 28, 2025
Client Sues Advisor, MassMutual Over Premium-Financed Life StrategyThe plaintiff says the advisor should have used a 1035 exchange to get him a better deal.
August 26, 2025
Northern Trust Sues Ex-Employee, Saying He Stole From a ClientThe firm alleges a former relationship advisor made unauthorized transactions from a client's account.
August 26, 2025
HNW Client Segment to Hit $30T by 2028: CerulliWealth creation and concentration among highly affluent households have surged in recent years — with more growth coming.
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.