Estate Planning

Lessons learned from family offices, private banks and best-of-breed independent advisors.

They provides tax benefits for both the donor and the organization.

A study by the Center for American Progress finds big tax breaks for President Trump and many of his billionaire Cabinet members.

The ultra-high-net-worth advisors find embracing qualitative factors—the “soft side” of wealth management—is key to helping families maintain their wealth.

Increasing the taxes on the wealthy with worldwide assets.

Kimberly E. O’Leary, professor of law, Western Michigan University Thomas M. Cooley Law School in Lansing, Mich. and Marie Were, law lecturer, Te Piringa University of Waikato Faculty of Law, in Hamilton, New Zealand.

Roger Colinvaux, professor of law, Catholic University of America, Columbus School of Law in Washington, D.C.

Mark Glover, associate professor of law, University of Wyoming College of Law in Laramie, Wyo.

U.S. wealth management professionals need to take them into account.

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