News, Comment & Analysis results for Trusts and Estates
Multigenerational Households: Avoiding Succession Frictions With Trusts
The number of people of different generations living in the same building has expanded in size both
Multi-Trillion Dollar Wealth Transfer Puts Trust "Decanting" In Focus
While the word puts in mind fine wines and the enjoyment of taste and smell, decanting is a term
Advising Young Inheritors On Obstacles, Opportunities
Inherited wealth is a responsibility and a gift, requiring guidance for those on the receiving end.
Strategies To Transfer “Superfluous” Assets Without Estate Tax Hit
Working out which assets are truly superfluous can be harder than one might think, the author of
Tax, Estate Planning In Focus – In Conversation With Pathstone
FWR talks to a senior figure at Pathstone and its affiliate organization, Willow Street, about the
How Thoughtful Charitable Trust Drafting, California Law Preserve Donor Intent
Structures such as endowments evolve and businesses can change, which means trustees and charitable
Tax, Estate Planning Season Appears Less Fraught; Uncertainties Linger
In this feature, FWR talks to US wealth advisors and other experts about the tax, estate and
Alvarez & Marsal Private Wealth Partners Launches Delaware-Based Platform
The new trust company is based in Wilmington.
Big Shifts In Estate, Trust Mediations
A term that comes out of the philosophy of science can apply to a change in how those who try to
The Fiduciary Vacuum: Family Trusts May Be Unprepared For AI Era
AI is rapidly embedding itself into trust administration and family offices, while states in the US
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
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