Asset Protection ...

Noteworthy developments in 2014, including new regulations and important court decisions

Careful drafting and creative advocacy are becoming more important

An update on key planning developments

Estate planners and clients both need to have reasonable expectations

More countries are requiring an exchange of client information

Trustees prepare for two new regulatory requirements

PTCs can benefit ultra-high-net-worth families, but it’s best to proceed cautiously

It’s almost a mantra of financial planning: Defer taxes on investments whenever you can, for as long as possible. The conventional wisdom is so ingrained that if you suggest clients accelerate taxes owed on 401(k)s and IRAs, you’ll...