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May you never have to experience the legal and banking problems, not to the mention the gut-wrench, associated with posting a reward to help find a missing friend, family member or colleague. But if you do, here are the lessons I learned searching...
whether you are leading a wealth-management team or are a sole practitioner should not be the determining factor in deciding if you should target the affluent.
In the past dozen years, spurred by the Prudent Investor Act and other major new trust laws, families with substantial trust assets (typically $100 million and more) have turned in growing numbers 1to organizing and chartering state trust...
If an asset is to qualify for the federal estate tax marital deduction as qualified terminal interest property (QTIP), the decedent's surviving spouse must be entitled to all of the income for life from such asset.1 When an individual retirement...
As estate planners, we love helping people, and as attorneys, we need to bill hours. So when we can help people and bill hours at the same time, you'd think that we would be elated. Not necessarily. A large part of our practice in recent years has...
Families are becoming more sophisticated about wealth management, incorporating modern trust documents into their estate-planning goals and looking for ways to maximize the flexibility of their trust investments. Typically, a trustee's duties and...
