These can be wonderful vehicles in international asset planning, but require clear thought and advice to set up
Avoiding inclusion of an obligation to provide life insurance
When biology races ahead of the law, it can create complications for estate planners
Ten ideas for avoiding complications that may arise from limiting a trustee’s duty to inform beneficiaries of an irrevocable trust’s existence
Ten tips for helping human fiduciaries succeed
FATCA’s reporting regime enters into effect on Jan. 1, 2013. Here’s an overview of what’s required