Estate Planning

A look at how the Build Back Better Act's key tax provisions affect partners, partnerships and other passthrough entities.

Collectibles, crypto, classic cars and coins are all part of your clients’ estates.

Acknowledgment needs to be direct and unequivocal, says Florida court.

Practitioners should pursue these objectives.

Domestication in the international context.

Considerations for inbound foreign professionals regardless of net worth or length of stay.

Estates with undisclosed foreign accounts.

Non-tax and estate/inheritance tax considerations.

Sharing of information is critical to success.

Why wealthy families and their advisors may not need psychic powers to make environmental, social and governance investment decisions