Issue: If the most efficient way to set up a private placement variable universal life insurance is through a non-modified endowment contract, or a modified endowment contract...

Issue: A grantor sells an appreciating asset to an irrevocable grantor trust in return for a promissory note. If the trust converts to a non-grantor trust because he grantor dies while the note is still outstanding, does the grantor realize gain...

Issue: The modified accumulation trust offers advantages of conduit and accumulation trusts, without their drawbacks, but must be drafted properly...

Issue: How to properly structure a beneficiary designation in a trust so wealth accumulates...

Issue: An IRA must be made payable to someone or something. Various circumstances where the IRA is made payable to something specific give different outcomes...

Issue: Which provider of family office software is the best based on type of office, and cost...