News, Comment & Analysis results for Trusts and Estates

Trust Estate
December 19, 2025

DNA Tests, Estate Planning: How 23andMe Rewrites Inheritance Law

One of our contributors delves into consumer DNA tests and how this affects issues such as legal

Trust Estate
December 10, 2025

How To Help Grandchildren Afford College

Senior family members can help grandchildren in a numher of ways, for example, by paying for

Trust Estate
November 13, 2025

How to Legally Disinherit Family Members

The recent dramas of Britain's Royal Family highlight the momentous step families may sometime face

Trust Estate
November 4, 2025

SEI Says Clermont Trust USA Goes Live On Platform

SEI said that for years, access to robust, integrated platforms had been out of reach for those

Trust Estate
November 3, 2025

When Interest Rates Change – What This Means For Trusts

What are the implications for trusts when interest rates rise and fall? Different trust structures

Trust Estate
September 18, 2025

Reflections On Murdoch Family Trust Dispute: Lessons for Advisors

Not just a media headline, but a global cases study in family decision-making and succession, the

Trust Estate
September 11, 2025

Betterment Advisor Solutions Partners With Estate Planning Solutions Firm

The solution provided by Vanilla gives estate planning services at scale to clients – an

Trust Estate
August 29, 2025

Administering An Estate With Artworks – Strategic Options

The challenges of managing artworks in estate plans can be complicated and financially – and

Trust Estate
August 25, 2025

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

Trust Estate
August 25, 2025

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

Comment & Analysis results for Trusts and Estates

Trust Estate
May 27, 2022

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