Nicole Pullen Ross succeeds Gary Giglio, who’s stepping down July 1 to focus on charitable causes, including LGBTQ and veterans’ issues.
Private letter ruling should provide comfort to fiduciaries interacting with private foundations.
Clients must decide whether it’s wise to split their estates equally among their children.
“We are playing a ton of golf with our clients these days since it allows us to socially distance from our clients while also spending time with them.”
It’s important to properly integrate the two.