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Client and prospect meetings need to include a review of the estate plan: Does it still work as expected? Is the trust funded? Have beneficiary designations been completed? Did any laws change? Have family or finances changed? How old are the...
• Tax Court allows Internal Revenue Service to attach (but not foreclose) a federal tax lien to beneficiary’s right to money held in a discretionary support trust—In Nancy K. Duckett v. Dennis M. Enomoto, et al., No. CV-14-01771...
Feeling vulnerable. | Artem_Furman/iStock/Thinkstock
A surprising number of millennials have fallen victim to some sort of financial abuse, or "infidelity," perpetrated by their significant other, according to a new study by CentSai, an online...
Sumner Redstone has the power to remove Viacom Inc (VIAB.O) Chief Executive Philippe Dauman, but not his daughter Shari, from the trust that will control his $40 billion media empire after his incapacitation or death, according to two sources...