Estate Planning

The application to open a trust company is the Canadian financial services firm’s latest development in a busy two years after first entering the U.S. RIA space.

A settlement agreement leads to dispute over tax deductions.

What's a practitioner to do when faced with this ethical dilemma?

The agreement reduced a $98.1 million tax assessment to approximately $17 million.

Which tax-free transactions will trigger an estate tax if the taxpayer dies after the higher exemption amount sunsets?

Does transparency help beneficiaries better prepare?

Postmortem publicity rights take center stage in a recent lawsuit over use of a well-endowed local celebrity’s image.

Donor’s reporting mistakes related to gifts didn’t cause an election out.

Effective tax and estate planning is key to growing AUM when clients experience financial windfalls.

How practitioners, firms and family can help.