Even without ascertainable beneficiaries in the agreement, this noncharitable purpose vehicle satisfied the definition in Treasury Regulations Section 301.7701-4
A family office must retain critical mass to recruit the talent and deliver the services that today’s high-net-worth (HNW) families demand.
Tackling the negative bias
Collaborating with clients and their estate planning attorneys in the funding process will benefit both you and your clients
The Tax Court’s decision in Purdue delivered a late Christmas present to the estate-planning community
Hightower has made something of an art form out of the animated whiteboard drawing - using the technique in a few videos to help (literally) illustrate what they do. Its latest video takes the innocuous cartoon format and sharpens it into a d...
Theme: Deciding to Work for Your Mom
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A new IRC Section disguised as a “clarification”
A recent Massachusetts case has important divorce planning lessons
