News, Comment & Analysis results for Trusts and Estates

Trust Estate
July 12, 2024

Wealthspire Launches Tennessee-Based Trust Company

Advisors at Wealthspire Advisors can now offer personal trust administration solutions through

Trust Estate
July 5, 2024

WEALTHTALK: Navigating Tax, Estate Planning In Uncertain Times

Trust Estate
July 1, 2024

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

Trust Estate
June 11, 2024

Strategic Succession: Unlocking ESOPs, Alternatives, And Purpose Trust Options

Whether they go under names such as ESOPs, Purpose Trust Option Strategies, or other monikers,

Trust Estate
June 6, 2024

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,

Trust Estate
May 22, 2024

Navigating Complex Estate Settlement Terrain

A great deal of emotional stresses and demands arise on the death of a relative, and there are many

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
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

Comment & Analysis results for Trusts and Estates

Trust Estate
July 1, 2024

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

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