News, Comment & Analysis results for Trusts and Estates
Administering An Estate With Artworks – Strategic Options
The challenges of managing artworks in estate plans can be complicated and financially – and
Domestic Vs Offshore Asset Protection Trusts: Essential Strategies For UHNW Clients
When it comes to protecting assets, people must grasp important differences in how certain types of
What The Sector Has Gotten Wrong About “Great Wealth Transfer”
The wealth management sector has talked about a multi-trillion transfer of assets and liquid wealth
Why Every Homeowner In Sacramento (And All Of California) Needs A Trust
This article delves into use of trusts in California and their particular relevance in the current
Tips And Cautionary Tales From Estate Litigation Hell
The human and emotional realities of steering an estate through litigious waters are not well
You’re Dead, Now What Happens To Your Collections?
In another example of the discussions that took place in the recent Family Wealth Report Family
Choosing a Corporate Trustee
Those who want to set up trusts might choose a family member, business associate or close friend,
The Critical Piece Of Estate Planning Many Families Overlook
As the author asks, the market is full of talent advisors, tax professionals and attorneys, but
Trusts As A Tax-Saving Tool: How To Minimize Estate Taxes
This article provides a guide to the wide range of trust models that exist in the US, how they are
KPMG’s ABS License Application: A Game Changer For Trusts, Estates, And Family Businesses?
The author of this article looks at "Alternative Business Structures" and developments in Arizona
Comment & Analysis results for Trusts and Estates
What The Sector Has Gotten Wrong About “Great Wealth Transfer”
The wealth management sector has talked about a multi-trillion transfer of assets and liquid wealth
Keeping Composed Amid Threatened Taxes On Unrealized Capital Gains, Other Moves
When there's an election on the way, and tax is a regular feature of debate, advisors and clients
Estate Plans, Fine Art And Tax – A Heady Brew
It's been tax-filing season – a time to grapple with estate plans, wealth transfer, and
A Walk Around The US Trusts Toolkit – In Conversation With Arden
Arden Trust Company, which has existed in its current guise since a corporate spin-out in 2019,
Special Needs Trusts: Protecting The Whole Family With Wealth Planning
The authors of this article argue that trustees of special needs trusts should have a deep
What Many People Don’t Know About Power Of Trusts
The author writes that regardless of current uncertainties there remains a suite of planning
When Should An Elderly Person Stop Driving?
The author of this article examines an issue that seems both mundane but also significant – when
Can I Leave My Truck To My Dog?
The author of this article argues that pet owners should act to have someone care for their animals
What's In Your Wallet? – Estate Planning For Cryptos, Tokens
How should assets such as bitcoin and NFTs be handled when it comes to estate planning and wealth
A Master Exit Plan Protects Family Wealth For Generations
What sort of considerations apply when a business owner chooses to hand over the reins, either by