Wealth Planning

In post-recession America, greed is out. Clients are more open to thinking about values along with profits. So it’s not a surprise that so-called “socially responsible investing (SRI)” funds have grown at a faster rate than assets in the broader...

Just two days after the close of iTD Ameritrade Institutional’s annual gabfest, Tom Bradley, the president of the institutional unit, was named head of TD Ameritrade Holdings’ (Ticker: AMTD) retail distribution unit. Succeeding him will be Tom...

The typical participants in an estate-planning team include the attorney, certified public accountant (CPA), insurance consultant and wealth manager. The optimal approach is a team effort that coordinates all advisors. But many families need more...

What do you do if your client is suffering from diminished capacity? There are no bright line rules an attorney can rely on

When attorneys draft trust documents, it's important to include maximum flexibility mechanisms to better respond to future tax, societal and beneficiary changes. Despite our clients' and our belief in crystal ball prognosis, these situations...

Ultra high-net-worth entertainers, film and television personalities and professional athletes (celebrities) require specialized estate and asset protection planning. In the past year, the media has been inundated with stories about the commercial...

Much has been written about modern multi-participant trust governance structures (sometimes called open-architecture trust designs) and evolving principles of state trust law related to directed trusts.1 The directed trust model threatens to...