News, Comment & Analysis results for Trusts and Estates
US Trust Company Launches Wyoming-Based Division
The trusts landscape is noted for the importance of certain US states, such as New Hampshire, South
Facing Estate, Tax Challenges For Business Owners, Artists, And Gallery Owners
Regular FWR writer Matthew Erskine takes a tour around the tax and estate planning territory as the
Lessons From Rupert Murdoch’s Legal Battle
A court case is brewing over Rupert Murdoch's plans for succession of his family business and the
Succession: The Brewing Controversy Of The Murdoch Family Trust
An article with transatlantic appeal, this item examines the conflicts around the family trust of
The Top Ten Misconceptions About Estate Planning
There are a number of mistakes people make when thinking about estate planning. An experienced
Wealthspire Launches Tennessee-Based Trust Company
Advisors at Wealthspire Advisors can now offer personal trust administration solutions through
WEALTHTALK: Navigating Tax, Estate Planning In Uncertain Times
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,
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
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
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,
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
What Many People Don’t Know About Power Of Trusts
The author writes that regardless of current uncertainties there remains a suite of planning
When Should An Elderly Person Stop Driving?
The author of this article examines an issue that seems both mundane but also significant – when
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
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
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
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