Asset Protection

Economical estate planning, creditor protection and peace of mind for HNW clients in the face of sunsetting Trump-era estate exemption limits.

From Bitcoin to Gmail accounts, the rules governing ownership, storage and transferability of digital assets differ significantly from traditional forms of wealth.

This framework can aid in wealth accumulation and help business-owner clients attract and retain top talent.

But was it worth the cost of getting a the private letter ruling?

Spouse can qualify for marital deduction.

The proposals aim to align tax reporting on digital assets with that of other financial assets.

Sen. Feinstein accuses trustees of late husband’s trust of elder abuse in newest lawsuit.

A simple approach to helping clients maximize charitable impact and reduce taxable income.

Soon, accounts held by trust may be insured by the FDIC for up to $1.25 million, rather than the current $250,000 limit on many individual accounts.

The CTA broadens reporting to U.S. authorities of information—and personal identification documentation—concerning beneficial ownership of nearly all U.S. companies as well as foreign companies doing business in America.