Rupert Murdoch’s Unsuccessful Attempt to Amend Family Trust Dec 20, 2024 A Nevada probate commissioner rejected the proposed modification. Our Favorite WealthManagement.com Podcast Episodes of 2024 Dec 20, 2024 WealthManagement.com’s podcast hosts reveal which guests provided the most compelling insight over the past year. Elevating HNW Client Service: Strategies for Success in Wealth Management Dec 18, 2024 Available On Demand 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 A Tale of Two Recent QTIP Trust Termination Cases Dec 18, 2024 The Anenberg and McDougall decisions have broad implications for estate planning. GST Tax Exempt Status Retained for Court-Modified Trust Dec 18, 2024 The proposed changes didn’t shift the beneficial interest or extend the vesting period under the original trust. T&E Quiz: What Have You Learned from Reading Trusts & Estates in 2024? Dec 18, 2024 Have you been keeping up with the latest developments in trusts and estates law? Take this quiz to find out what you’ve learned by reading the 2024 articles in Trusts & Estates. Tax Year in Review 2024 Dec 17, 2024 Highlights of important new developments from the past year. Note From the Editor: January 2025 Dec 17, 2024 Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue. Best Situs for DAPTs in 2025 Dec 17, 2024 A ranking of jurisdictions based on their asset protection statutes including the effect of the UVTA on these statutes. The State of the States: 2024 Dec 17, 2024 An update on key planning developments. Delaware’s New Beneficiary Well-Being Statute Dec 17, 2024 Innovative trust law is the first of its kind in the country. The Family Office in 2025: Understanding and Managing Complexity Dec 16, 2024 A practical framework for all involved. Do Your Clients Still Want to Plan For 2025 Exemption Gifting? Dec 16, 2024 They should if they can. Load More 1 2 3 next last Load More
Our Favorite WealthManagement.com Podcast Episodes of 2024 Dec 20, 2024 WealthManagement.com’s podcast hosts reveal which guests provided the most compelling insight over the past year. Elevating HNW Client Service: Strategies for Success in Wealth Management Dec 18, 2024 Available On Demand 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 A Tale of Two Recent QTIP Trust Termination Cases Dec 18, 2024 The Anenberg and McDougall decisions have broad implications for estate planning. GST Tax Exempt Status Retained for Court-Modified Trust Dec 18, 2024 The proposed changes didn’t shift the beneficial interest or extend the vesting period under the original trust. T&E Quiz: What Have You Learned from Reading Trusts & Estates in 2024? Dec 18, 2024 Have you been keeping up with the latest developments in trusts and estates law? Take this quiz to find out what you’ve learned by reading the 2024 articles in Trusts & Estates. Tax Year in Review 2024 Dec 17, 2024 Highlights of important new developments from the past year. Note From the Editor: January 2025 Dec 17, 2024 Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue. Best Situs for DAPTs in 2025 Dec 17, 2024 A ranking of jurisdictions based on their asset protection statutes including the effect of the UVTA on these statutes. The State of the States: 2024 Dec 17, 2024 An update on key planning developments. Delaware’s New Beneficiary Well-Being Statute Dec 17, 2024 Innovative trust law is the first of its kind in the country. The Family Office in 2025: Understanding and Managing Complexity Dec 16, 2024 A practical framework for all involved. Do Your Clients Still Want to Plan For 2025 Exemption Gifting? Dec 16, 2024 They should if they can. Load More 1 2 3 next last Load More
Elevating HNW Client Service: Strategies for Success in Wealth Management Dec 18, 2024 Available On Demand 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
A Tale of Two Recent QTIP Trust Termination Cases Dec 18, 2024 The Anenberg and McDougall decisions have broad implications for estate planning. GST Tax Exempt Status Retained for Court-Modified Trust Dec 18, 2024 The proposed changes didn’t shift the beneficial interest or extend the vesting period under the original trust. T&E Quiz: What Have You Learned from Reading Trusts & Estates in 2024? Dec 18, 2024 Have you been keeping up with the latest developments in trusts and estates law? Take this quiz to find out what you’ve learned by reading the 2024 articles in Trusts & Estates. Tax Year in Review 2024 Dec 17, 2024 Highlights of important new developments from the past year. Note From the Editor: January 2025 Dec 17, 2024 Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue. Best Situs for DAPTs in 2025 Dec 17, 2024 A ranking of jurisdictions based on their asset protection statutes including the effect of the UVTA on these statutes. The State of the States: 2024 Dec 17, 2024 An update on key planning developments. Delaware’s New Beneficiary Well-Being Statute Dec 17, 2024 Innovative trust law is the first of its kind in the country. The Family Office in 2025: Understanding and Managing Complexity Dec 16, 2024 A practical framework for all involved. Do Your Clients Still Want to Plan For 2025 Exemption Gifting? Dec 16, 2024 They should if they can. Load More 1 2 3 next last Load More
GST Tax Exempt Status Retained for Court-Modified Trust Dec 18, 2024 The proposed changes didn’t shift the beneficial interest or extend the vesting period under the original trust. T&E Quiz: What Have You Learned from Reading Trusts & Estates in 2024? Dec 18, 2024 Have you been keeping up with the latest developments in trusts and estates law? Take this quiz to find out what you’ve learned by reading the 2024 articles in Trusts & Estates. Tax Year in Review 2024 Dec 17, 2024 Highlights of important new developments from the past year. Note From the Editor: January 2025 Dec 17, 2024 Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue. Best Situs for DAPTs in 2025 Dec 17, 2024 A ranking of jurisdictions based on their asset protection statutes including the effect of the UVTA on these statutes. The State of the States: 2024 Dec 17, 2024 An update on key planning developments. Delaware’s New Beneficiary Well-Being Statute Dec 17, 2024 Innovative trust law is the first of its kind in the country. The Family Office in 2025: Understanding and Managing Complexity Dec 16, 2024 A practical framework for all involved. Do Your Clients Still Want to Plan For 2025 Exemption Gifting? Dec 16, 2024 They should if they can. Load More 1 2 3 next last Load More
T&E Quiz: What Have You Learned from Reading Trusts & Estates in 2024? Dec 18, 2024 Have you been keeping up with the latest developments in trusts and estates law? Take this quiz to find out what you’ve learned by reading the 2024 articles in Trusts & Estates. Tax Year in Review 2024 Dec 17, 2024 Highlights of important new developments from the past year. Note From the Editor: January 2025 Dec 17, 2024 Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue. Best Situs for DAPTs in 2025 Dec 17, 2024 A ranking of jurisdictions based on their asset protection statutes including the effect of the UVTA on these statutes. The State of the States: 2024 Dec 17, 2024 An update on key planning developments. Delaware’s New Beneficiary Well-Being Statute Dec 17, 2024 Innovative trust law is the first of its kind in the country. The Family Office in 2025: Understanding and Managing Complexity Dec 16, 2024 A practical framework for all involved. Do Your Clients Still Want to Plan For 2025 Exemption Gifting? Dec 16, 2024 They should if they can. Load More 1 2 3 next last Load More
Tax Year in Review 2024 Dec 17, 2024 Highlights of important new developments from the past year. Note From the Editor: January 2025 Dec 17, 2024 Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue. Best Situs for DAPTs in 2025 Dec 17, 2024 A ranking of jurisdictions based on their asset protection statutes including the effect of the UVTA on these statutes. The State of the States: 2024 Dec 17, 2024 An update on key planning developments. Delaware’s New Beneficiary Well-Being Statute Dec 17, 2024 Innovative trust law is the first of its kind in the country. The Family Office in 2025: Understanding and Managing Complexity Dec 16, 2024 A practical framework for all involved. Do Your Clients Still Want to Plan For 2025 Exemption Gifting? Dec 16, 2024 They should if they can. Load More 1 2 3 next last Load More
Note From the Editor: January 2025 Dec 17, 2024 Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue. Best Situs for DAPTs in 2025 Dec 17, 2024 A ranking of jurisdictions based on their asset protection statutes including the effect of the UVTA on these statutes. The State of the States: 2024 Dec 17, 2024 An update on key planning developments. Delaware’s New Beneficiary Well-Being Statute Dec 17, 2024 Innovative trust law is the first of its kind in the country. The Family Office in 2025: Understanding and Managing Complexity Dec 16, 2024 A practical framework for all involved. Do Your Clients Still Want to Plan For 2025 Exemption Gifting? Dec 16, 2024 They should if they can. Load More 1 2 3 next last Load More
Best Situs for DAPTs in 2025 Dec 17, 2024 A ranking of jurisdictions based on their asset protection statutes including the effect of the UVTA on these statutes. The State of the States: 2024 Dec 17, 2024 An update on key planning developments. Delaware’s New Beneficiary Well-Being Statute Dec 17, 2024 Innovative trust law is the first of its kind in the country. The Family Office in 2025: Understanding and Managing Complexity Dec 16, 2024 A practical framework for all involved. Do Your Clients Still Want to Plan For 2025 Exemption Gifting? Dec 16, 2024 They should if they can. Load More 1 2 3 next last Load More
Delaware’s New Beneficiary Well-Being Statute Dec 17, 2024 Innovative trust law is the first of its kind in the country. The Family Office in 2025: Understanding and Managing Complexity Dec 16, 2024 A practical framework for all involved. Do Your Clients Still Want to Plan For 2025 Exemption Gifting? Dec 16, 2024 They should if they can. Load More 1 2 3 next last Load More
The Family Office in 2025: Understanding and Managing Complexity Dec 16, 2024 A practical framework for all involved. Do Your Clients Still Want to Plan For 2025 Exemption Gifting? Dec 16, 2024 They should if they can. Load More 1 2 3 next last Load More
Do Your Clients Still Want to Plan For 2025 Exemption Gifting? Dec 16, 2024 They should if they can. Load More 1 2 3 next last Load More
