As the world appears to shrink, more people acquire property in multiple jurisdictions or have family members living in different countries. Residents of the United States and other common law jurisdictions have historically used trusts to achieve...

Estate plans originate in a number of ways, but in every one, early on in the process, the client interacts with at least one estate planner who may be an accountant, insurance professional, financial advisor or attorney. Typically, a professional...

The best plans and intentions can be led astray by misconceptions based on erroneous assumptions, especially with philanthropic succession planning. Often, senior or same generation family members don't have a true understanding of one another's...