News, Comment & Analysis results for Trusts and Estates
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
Strategic Succession: Unlocking ESOPs, Alternatives, And Purpose Trust Options
Whether they go under names such as ESOPs, Purpose Trust Option Strategies, or other monikers,
A Walk Around The US Trust, Gifts Structuring Landscape
This news service talks to a senior figure at Northern Trust on topics such as lifetime gifts,
Navigating Complex Estate Settlement Terrain
A great deal of emotional stresses and demands arise on the death of a relative, and there are many
Innovating Family Office Investment With Series LLCs, Tailored Policy Statements
This article examines the use of investment vehicles called limited liability corporations and how
Getting Succession Right: A Conversation With AlTi Tiedemann Global
FWR recently talked to Jill Shipley, head of governance and education at the international family
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
Unmasking Self-Dealing: Navigating Pitfalls of Private Foundations
One of our editorial board members looks under the hood of private foundations, their uses, and
Navigating The Evolving US Estate Planning Landscape
Among the topics covered here are the pros and cons of using large firms and boutiques to provide
Maximizing Your Client’s 2023 Year-End Tax Planning Benefits
As the end of another year comes into view, a regular writer for FWR considers structures and ideas