News, Comment & Analysis results for Trusts and Estates

Trust Estate
April 5, 2024

Innovating Family Office Investment With Series LLCs, Tailored Policy Statements 

This article examines the use of investment vehicles called limited liability corporations and how

Trust Estate
April 4, 2024

Getting Succession Right: A Conversation With AlTi Tiedemann Global

FWR recently talked to Jill Shipley, head of governance and education at the international family

Trust Estate
April 3, 2024

Trusts In Divorce Proceedings

How should trusts be addressed in divorce proceedings? For many of our readers' clients, trusts are

Trust Estate
March 27, 2024

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

Trust Estate
March 11, 2024

Unmasking Self-Dealing: Navigating Pitfalls of Private Foundations

One of our editorial board members looks under the hood of private foundations, their uses, and

Trust Estate
February 23, 2024

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

Trust Estate
December 19, 2023

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

Trust Estate
November 20, 2023

Most Wealthy Saudi Families Think Next Gen Is Well-Prepared – Study

At stake is the fact that with so many Saudi businesses in family hands, ensuring that the

Trust Estate
November 20, 2023

Successful Families: Transferring Assets And Values

The author of this article considers how, when families try to transfer wealth to future

Trust Estate
November 10, 2023

Hungary Offers Alternative Structures To Trusts Beset By Greater Transparency

A few days after this news service covered the creation of family offices in Hungary, we return to

Comment & Analysis results for Trusts and Estates

Trust Estate
March 27, 2024

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

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