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The vagaries and draconian nature of Internal Revenue Code Section 2701 have understandably led to widespread deference to the vertical slice rule. However, it is essential to bear in mind that the vertical slice isn't actually a rule, but rather...
Every country1 in the European Union (EU) has its own laws and traditions for inheritances. This presents a problem when someone dies with assets in more than one country, as the conflict of law rules (known as private international law) result in...
Planning for an existing foreign non-grantor trust that has one or more U.S. beneficiaries presents complex challenges for trustees and professional advisors. Merely understanding the relevant U.S. tax and reporting rules is daunting enough. But...
The death of the offshore asset protection trust has, by some, been greatly exaggerated.1 In recent years, attacks on a few such trusts under extreme circumstances have resulted in the incarceration of the debtor-settlor (settlor). But these...
A clear target market is essential to a successful financial advisory practice. It's one of those mantras that's on every coach's lips. And yet, most RIA firms bring these target markets into fuzzy focus, at best...
