News results for Trusts and Estates

Trust Estate
August 22, 2023

Planning For Tomorrow’s Peace of Mind: Considering Letters Of Wishes

Trustees and family members may face numerous decisions in the years ahead as they work to carry

Trust Estate
August 17, 2023

The Best of 2023 So Far: Challenges For Multi-Generational Families Over Succession 

The US TV drama, Succession, put the issues of family business transfer and inheritance into the

Trust Estate
June 22, 2023

Upcoming Changes To FDIC Deposit Insurance For Accounts Owned By Trusts

The Federal Deposit Insurance Corporation has announced that it will be changing the way it insures

Trust Estate
June 12, 2023

Trust Strategies For Preserving Your Family’s Future

This article argues why an irrevocable Life Insurance Trust may be the right choice. 

Trust Estate
June 2, 2023

Passing The "Baton": Building Real Conversations Between Generations

We talk to the co-founder of the major US wealth management firm about his views on how families

Trust Estate
May 5, 2023

IRS Guidance On Irrevocable Trusts May Force Re-think – Law Firm

The law firm explains that if a US taxpayer receives an asset as a gift, the asset's basis –

Trust Estate
April 27, 2023

How To Handle "Sudden Wealth" With New Guide

The phenomenon of "sudden wealth" is examined in a new guide from a Texan business.

Trust Estate
March 1, 2023

Should We Engage In Estate Planning for Assets We Hope Will Appreciate?

For a long time, in wealth planning and transfer conversations it has been taken for granted that

Trust Estate
February 14, 2023

Bequestors Need To Prepare Inheritors More Thoroughly – Study

The study, while not specifically about HNW and ultra-HNW clients, throws light on a major issue

Trust Estate
January 18, 2023

Argent Wins Contract To Run Raft Of Royalty Trusts

The work of managing mineral rights – often a source of new high net worth individuals – has

Comment & Analysis results for Trusts and Estates

Trust Estate
May 23, 2023

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,

Trust Estate
January 6, 2023

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

Trust Estate
December 2, 2022

What Many People Don’t Know About Power Of Trusts

The author writes that regardless of current uncertainties there remains a suite of planning

Trust Estate
December 1, 2022

When Should An Elderly Person Stop Driving?

The author of this article examines an issue that seems both mundane but also significant – when

Trust Estate
July 28, 2022

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

Trust Estate
July 15, 2022

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

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

Trust Estate
December 17, 2021

Choosing Your Estate Attorney – Part 1

This is the first half of a two-part article looking at the process of hiring an estate attorney

Trust Estate
December 1, 2021

Should You Give Your Trustees A Test Run First?

The author of this article, a prominent figure in the industry, argues that testing trustees makes

Trust Estate
August 6, 2021

Wealth, Business Transfer Talks - Starting Is The Hardest Part

We read a lot about "intergenerational wealth transfer" but it is important to note that the most