News results for Trusts and Estates

Trust Estate
September 10, 2018

Estate Planning After New US Tax Legislation

The major tax changes enacted into law late last year continue to have an impact on estate

Trust Estate
August 29, 2018

Why Your Child’s 18th Birthday is Different - and How to Plan For It

From a wealth planning protection and planning point of view, what considerations do families face

Trust Estate
June 6, 2018

Cultivating Talent, Planning For The Great Wealth Transfer

There is a lot of work to be done by firms and individuals to manage the great wealth transfer

Trust Estate
May 30, 2018

Low Trust, Communications Destroy Family Wealth - White Paper

The US firm has examined why so many family fortunes vanish.

Trust Estate
May 24, 2018

Next-Gen Can't Bet On $30 Trillion Transfer - Pershing

Counting on a massive transfer of wealth from Baby Boomer parents? Don't count on it, a financial

Trust Estate
May 23, 2018

A Wealth Inheritor's Tragedy: Advisors Hit Back At Article

Advisors to wealthy families respond to an article in this publication about issues generated by

Trust Estate
April 4, 2018

How Inheritance Gets Complex When Children Predecease Parents

In US law, ensuring one's wishes are carried out in transferring wealth to subsequent generations

Trust Estate
February 8, 2018

US Group Gets Regulatory Green Light For Trust Merger

The firm has merged its Texas and Tennessee trust charters.

Trust Estate
February 10, 2017

GUEST ARTICLE: Evercore On Coming To America - Funding A US Trust

A trusts experts at Evercore examines issues around Delaware structures and their uses for high

Trust Estate
February 3, 2017

GUEST ARTICLE: Where There's A Will, There's A Better Way

It might seem obvious, but data showing many wealthy individuals haven't sorted out a will suggests

Comment & Analysis results for Trusts and Estates

Trust Estate
December 14, 2017

GUEST ARTICLE: Guardianship: Strategies For Minimizing Risk - Part 1

The first of a two-part article examining issues of guardianship and the proper - and improper -

Trust Estate
December 5, 2017

GUEST ARTICLE: Wealth Inheritors In An Age Of Anxiety

A paradox of great inherited wealth is that this can rob people of the adventure of chasing the

Trust Estate
August 29, 2017

As World Demands Transparency, US Trusts Sector Remains Haven Of Privacy

A handful of states in the US are setting the pace as trusts jurisdictions, enjoying benefits,

Trust Estate
June 23, 2014

INTERVIEW: Private Trust Companies Are "En-Vogue" But Not Appropriate For All Wealthy Families

Perspecta Trust talks about how - despite being “very much en-vogue right now” - private trust

Trust Estate
April 24, 2014

INTERVIEW: Tennessee: An Increasingly Friendly State For Trust Law

Tennessee is one of the top US states for wealthy families looking to protect - and maintain

Trust Estate
August 8, 2012

Interview: How One Silicon Valley Firm Tackles The Delicate Issue Of Wealth Transfer

The $5 million gift tax exemption has really pushed the wealth transfer issue to the forefront of