To Guarantee or Not Guarantee: That’s the Question Jul 24, 2024 How this decision affects insurance product suitability. IRS Releases Final Regs on Required Minimum Distributions Jul 24, 2024 Certain 10-year designated and successor beneficiaries get no extension. IRS Collects More than $1B in Past-Due Taxes from the Ultra-Wealthy Jul 24, 2024 The agency continues to ramp up its enforcement efforts. Subscribe to Trusts & Estates Premium Content Today The pre-eminent, peer review journal and website for wealth management professionals. Learn More Sign up for the WM Morning Memo newsletter. AfghanistanAland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBritish Virgin IslandsBruneiBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCaribbean NetherlandsCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos (Keeling) IslandsColombiaComorosCongo (Brazzaville)Congo (Kinshasa)Cook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHondurasHong Kong, S.A.R., ChinaHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyIvory CoastJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLaosLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacau, S.A.R., ChinaMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNetherlands AntillesNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorthern Mariana IslandsNorth KoreaNorwayOmanPakistanPalauPalestinian TerritoryPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarReunionRomaniaRussiaRwandaSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint Martin (French part)Saint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwazilandSwedenSwitzerlandSyriaTaiwan, ChinaTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluU.S. Virgin IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUnited States Minor Outlying IslandsUruguayUzbekistanVanuatuVaticanVenezuelaVietnamWallis and FutunaWestern SaharaYemenZambiaZimbabwe Sign Up Enter your email above to receive messages about offerings by Informa, its brands, affiliates and/or third-party partners, consistent with Informa's Privacy Policy. List Leave this field blank Estate Settlement Explained Jul 22, 2024 Navigating the complex terrain of estate settlement can be daunting, even for financial professionals. Celebrity Estates: Simon Cowell and Disinheritance in Estate Planning Jul 22, 2024 Why Simon Cowell is leaving none of his estimated $600 million estate to his son. Nebraska Supreme Court Rules Tax Apportionment Provisions Trump State Law Jul 17, 2024 Trust exonerated devise of real estate from estate tax. The Potential Impact of Rising Populism on Tax Changes in 2025 Jul 17, 2024 Targeting wealthy individuals could gain traction regardless of the party in power. How to Be a Wealth 3.0 Attorney Jul 16, 2024 Practical approaches that foster integrated services. Navigating Self-Dealing Pitfalls in Private Foundations and Family Offices Jul 16, 2024 Maintain tax-exempt status and avoid costly penalties. The Corporate Transparency Act Six Months In Jul 16, 2024 Despite hope for overturn or repeal, prepare to file on time. How to Help Clients Transcend Indecision And Move Toward Action Jul 16, 2024 Managing a polarity requires a different approach. Special Needs and Elder Law Update Jul 16, 2024 A rundown of recent court decisions. Essential Questions to Ask Before Starting A Single Family Office Jul 16, 2024 Help clients think through the decision carefully and set up the SFO for long-term success. Load More 1 2 3 next last Load More
IRS Releases Final Regs on Required Minimum Distributions Jul 24, 2024 Certain 10-year designated and successor beneficiaries get no extension. IRS Collects More than $1B in Past-Due Taxes from the Ultra-Wealthy Jul 24, 2024 The agency continues to ramp up its enforcement efforts. Subscribe to Trusts & Estates Premium Content Today The pre-eminent, peer review journal and website for wealth management professionals. Learn More Sign up for the WM Morning Memo newsletter. AfghanistanAland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBritish Virgin IslandsBruneiBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCaribbean NetherlandsCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos (Keeling) IslandsColombiaComorosCongo (Brazzaville)Congo (Kinshasa)Cook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHondurasHong Kong, S.A.R., ChinaHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyIvory CoastJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLaosLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacau, S.A.R., ChinaMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNetherlands AntillesNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorthern Mariana IslandsNorth KoreaNorwayOmanPakistanPalauPalestinian TerritoryPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarReunionRomaniaRussiaRwandaSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint Martin (French part)Saint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwazilandSwedenSwitzerlandSyriaTaiwan, ChinaTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluU.S. Virgin IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUnited States Minor Outlying IslandsUruguayUzbekistanVanuatuVaticanVenezuelaVietnamWallis and FutunaWestern SaharaYemenZambiaZimbabwe Sign Up Enter your email above to receive messages about offerings by Informa, its brands, affiliates and/or third-party partners, consistent with Informa's Privacy Policy. List Leave this field blank Estate Settlement Explained Jul 22, 2024 Navigating the complex terrain of estate settlement can be daunting, even for financial professionals. Celebrity Estates: Simon Cowell and Disinheritance in Estate Planning Jul 22, 2024 Why Simon Cowell is leaving none of his estimated $600 million estate to his son. Nebraska Supreme Court Rules Tax Apportionment Provisions Trump State Law Jul 17, 2024 Trust exonerated devise of real estate from estate tax. The Potential Impact of Rising Populism on Tax Changes in 2025 Jul 17, 2024 Targeting wealthy individuals could gain traction regardless of the party in power. How to Be a Wealth 3.0 Attorney Jul 16, 2024 Practical approaches that foster integrated services. Navigating Self-Dealing Pitfalls in Private Foundations and Family Offices Jul 16, 2024 Maintain tax-exempt status and avoid costly penalties. The Corporate Transparency Act Six Months In Jul 16, 2024 Despite hope for overturn or repeal, prepare to file on time. How to Help Clients Transcend Indecision And Move Toward Action Jul 16, 2024 Managing a polarity requires a different approach. Special Needs and Elder Law Update Jul 16, 2024 A rundown of recent court decisions. Essential Questions to Ask Before Starting A Single Family Office Jul 16, 2024 Help clients think through the decision carefully and set up the SFO for long-term success. Load More 1 2 3 next last Load More
IRS Collects More than $1B in Past-Due Taxes from the Ultra-Wealthy Jul 24, 2024 The agency continues to ramp up its enforcement efforts. Subscribe to Trusts & Estates Premium Content Today The pre-eminent, peer review journal and website for wealth management professionals. Learn More
Subscribe to Trusts & Estates Premium Content Today The pre-eminent, peer review journal and website for wealth management professionals. Learn More
Estate Settlement Explained Jul 22, 2024 Navigating the complex terrain of estate settlement can be daunting, even for financial professionals. Celebrity Estates: Simon Cowell and Disinheritance in Estate Planning Jul 22, 2024 Why Simon Cowell is leaving none of his estimated $600 million estate to his son. Nebraska Supreme Court Rules Tax Apportionment Provisions Trump State Law Jul 17, 2024 Trust exonerated devise of real estate from estate tax. The Potential Impact of Rising Populism on Tax Changes in 2025 Jul 17, 2024 Targeting wealthy individuals could gain traction regardless of the party in power. How to Be a Wealth 3.0 Attorney Jul 16, 2024 Practical approaches that foster integrated services. Navigating Self-Dealing Pitfalls in Private Foundations and Family Offices Jul 16, 2024 Maintain tax-exempt status and avoid costly penalties. The Corporate Transparency Act Six Months In Jul 16, 2024 Despite hope for overturn or repeal, prepare to file on time. How to Help Clients Transcend Indecision And Move Toward Action Jul 16, 2024 Managing a polarity requires a different approach. Special Needs and Elder Law Update Jul 16, 2024 A rundown of recent court decisions. Essential Questions to Ask Before Starting A Single Family Office Jul 16, 2024 Help clients think through the decision carefully and set up the SFO for long-term success. Load More 1 2 3 next last Load More
Celebrity Estates: Simon Cowell and Disinheritance in Estate Planning Jul 22, 2024 Why Simon Cowell is leaving none of his estimated $600 million estate to his son. Nebraska Supreme Court Rules Tax Apportionment Provisions Trump State Law Jul 17, 2024 Trust exonerated devise of real estate from estate tax. The Potential Impact of Rising Populism on Tax Changes in 2025 Jul 17, 2024 Targeting wealthy individuals could gain traction regardless of the party in power. How to Be a Wealth 3.0 Attorney Jul 16, 2024 Practical approaches that foster integrated services. Navigating Self-Dealing Pitfalls in Private Foundations and Family Offices Jul 16, 2024 Maintain tax-exempt status and avoid costly penalties. The Corporate Transparency Act Six Months In Jul 16, 2024 Despite hope for overturn or repeal, prepare to file on time. How to Help Clients Transcend Indecision And Move Toward Action Jul 16, 2024 Managing a polarity requires a different approach. Special Needs and Elder Law Update Jul 16, 2024 A rundown of recent court decisions. Essential Questions to Ask Before Starting A Single Family Office Jul 16, 2024 Help clients think through the decision carefully and set up the SFO for long-term success. Load More 1 2 3 next last Load More
Nebraska Supreme Court Rules Tax Apportionment Provisions Trump State Law Jul 17, 2024 Trust exonerated devise of real estate from estate tax. The Potential Impact of Rising Populism on Tax Changes in 2025 Jul 17, 2024 Targeting wealthy individuals could gain traction regardless of the party in power. How to Be a Wealth 3.0 Attorney Jul 16, 2024 Practical approaches that foster integrated services. Navigating Self-Dealing Pitfalls in Private Foundations and Family Offices Jul 16, 2024 Maintain tax-exempt status and avoid costly penalties. The Corporate Transparency Act Six Months In Jul 16, 2024 Despite hope for overturn or repeal, prepare to file on time. How to Help Clients Transcend Indecision And Move Toward Action Jul 16, 2024 Managing a polarity requires a different approach. Special Needs and Elder Law Update Jul 16, 2024 A rundown of recent court decisions. Essential Questions to Ask Before Starting A Single Family Office Jul 16, 2024 Help clients think through the decision carefully and set up the SFO for long-term success. Load More 1 2 3 next last Load More
The Potential Impact of Rising Populism on Tax Changes in 2025 Jul 17, 2024 Targeting wealthy individuals could gain traction regardless of the party in power. How to Be a Wealth 3.0 Attorney Jul 16, 2024 Practical approaches that foster integrated services. Navigating Self-Dealing Pitfalls in Private Foundations and Family Offices Jul 16, 2024 Maintain tax-exempt status and avoid costly penalties. The Corporate Transparency Act Six Months In Jul 16, 2024 Despite hope for overturn or repeal, prepare to file on time. How to Help Clients Transcend Indecision And Move Toward Action Jul 16, 2024 Managing a polarity requires a different approach. Special Needs and Elder Law Update Jul 16, 2024 A rundown of recent court decisions. Essential Questions to Ask Before Starting A Single Family Office Jul 16, 2024 Help clients think through the decision carefully and set up the SFO for long-term success. Load More 1 2 3 next last Load More
How to Be a Wealth 3.0 Attorney Jul 16, 2024 Practical approaches that foster integrated services. Navigating Self-Dealing Pitfalls in Private Foundations and Family Offices Jul 16, 2024 Maintain tax-exempt status and avoid costly penalties. The Corporate Transparency Act Six Months In Jul 16, 2024 Despite hope for overturn or repeal, prepare to file on time. How to Help Clients Transcend Indecision And Move Toward Action Jul 16, 2024 Managing a polarity requires a different approach. Special Needs and Elder Law Update Jul 16, 2024 A rundown of recent court decisions. Essential Questions to Ask Before Starting A Single Family Office Jul 16, 2024 Help clients think through the decision carefully and set up the SFO for long-term success. Load More 1 2 3 next last Load More
Navigating Self-Dealing Pitfalls in Private Foundations and Family Offices Jul 16, 2024 Maintain tax-exempt status and avoid costly penalties. The Corporate Transparency Act Six Months In Jul 16, 2024 Despite hope for overturn or repeal, prepare to file on time. How to Help Clients Transcend Indecision And Move Toward Action Jul 16, 2024 Managing a polarity requires a different approach. Special Needs and Elder Law Update Jul 16, 2024 A rundown of recent court decisions. Essential Questions to Ask Before Starting A Single Family Office Jul 16, 2024 Help clients think through the decision carefully and set up the SFO for long-term success. Load More 1 2 3 next last Load More
The Corporate Transparency Act Six Months In Jul 16, 2024 Despite hope for overturn or repeal, prepare to file on time.
How to Help Clients Transcend Indecision And Move Toward Action Jul 16, 2024 Managing a polarity requires a different approach. Special Needs and Elder Law Update Jul 16, 2024 A rundown of recent court decisions. Essential Questions to Ask Before Starting A Single Family Office Jul 16, 2024 Help clients think through the decision carefully and set up the SFO for long-term success. Load More 1 2 3 next last Load More
Special Needs and Elder Law Update Jul 16, 2024 A rundown of recent court decisions. Essential Questions to Ask Before Starting A Single Family Office Jul 16, 2024 Help clients think through the decision carefully and set up the SFO for long-term success. Load More 1 2 3 next last Load More
Essential Questions to Ask Before Starting A Single Family Office Jul 16, 2024 Help clients think through the decision carefully and set up the SFO for long-term success. Load More 1 2 3 next last Load More