Estate Planning

What you need to know

Using objects to actively transfer values and traditions between generations

A lasting tradition

Court finds property was acquired from “related person”

Trusts have gained enormous popularity over the last 20 years. The top 1 percent of the wealthy have 38 percent of their investment assets in trusts, and the next 4 percent have 43 percent of their investment assets in trusts.1 This powerful tren...

Life isn’t simple for individuals with international contacts

It remains an option for foreigners who meet certain requirements

As 2015 approaches, estate planning and wealth transfer should be top of mind, especially for your high-net worth and ultra-high net worth clients. According to the 2013 U.S. Trust, Insights on Wealth and Worth, there are nearly two million high...

If there’s no shift of beneficial interests to an individual in a lower generation and no additions to the trust post-merger, no GST tax is due