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Estate Planning › Investment Management

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
Flaster Greenberg PC

What To Do If You Inherit Fine Art: Flaster Greenberg

Flaster Greenberg PC on

Inherited art can be sentimental, beautiful, and valuable, but it can sometimes feel overwhelming. Depending on your personal situation, you have several options: you can keep and preserve the artwork, donate it to charity,...more

Conyers

The Use of Offshore Structures in the Hong Kong Family Office Tax Concession Scheme

Conyers on

Never content to be left out of the competition for wealth management of ultra-high-net-worth families from Singapore and Dubai, Hong Kong recently enacted a new tax concession regime (Inland Revenue (Amendment) (Tax...more

Skadden, Arps, Slate, Meagher & Flom LLP

IRS Rolls Out Long-Planned Strategy Targeting Large Partnerships and High-Wealth Individual Taxpayers

Skadden, Arps, Slate, Meagher & Flom LLP on

On September 8, 2023, Internal Revenue Service (IRS) Commissioner Danny Werfel announced the rollout of a coordinated enforcement strategy that will involve audits of returns filed by 75 of the largest partnerships operating...more

Katten Muchin Rosenman LLP

PTC Me ASAP: Estate Planning with Private Trust Companies

Katten Muchin Rosenman LLP on

More and more families are turning to private trust companies (PTCs) for their trusts and estates. Are they right for you?...more

Adler Pollock & Sheehan P.C.

Is a Split Annuity Strategy Right for You?

Adler Pollock & Sheehan P.C. on

The average length of retirement is 18 years, according to the U.S. Census Bureau. And with today’s medical technology, it could last significantly longer. Thus, a major challenge is balancing the need to maintain your...more

Gerald Nowotny - Law Office of Gerald R....

How Can I Tell You?

Gerald Nowotny - Law Office of Gerald R.... on

I am on the record stating that as far as musical taste is concerned, I am a "horn band" aficionado - Tower of Power, Chicago, Blood, Sweat and Tears. By default, I am not an aficionado of folk music and ballads. Having said...more

Morgan Lewis

Estate Planning: What Happens When Your Digital Assets Outlive You?

Morgan Lewis on

During the estate planning process, it is important to ensure that your fiduciaries (the personal representatives of the estate, trustees, and agents named in the durable power of attorney) have the information necessary to...more

Burns & Levinson LLP

Estate Planning for Digital Assets: Examining the Austen Family

Burns & Levinson LLP on

In this day and age, virtually everyone has a digital presence, and we can presume that Jack Austen was no different. We can also presume that Jack, like many clients, failed to properly consider or address his digital assets...more

Gerald Nowotny - Law Office of Gerald R....

HIPPER THAN HIP

Gerald Nowotny - Law Office of Gerald R.... on

Nowotny On Death and Taxes podcast episode #36 Hipper than Hip introduces the corporate sponsored malta pension plan. Learn more about the powerful 401(h) medical plan #maltapensionplan #nonqualifieddeferredcompensationplan...more

Bowditch & Dewey

Record Low Interest Rates Let You Have Your Cake and Eat It Too – Life Insurance, Investments & Intra-family Loans

Bowditch & Dewey on

At this time, unless Congress acts, the current lifetime estate tax exemption amount of $11,580,000 is set to sunset in 2025, which means that in 2026 it will revert to $5,000,000 per person, adjusted for inflation. Many...more

Downey Brand LLP

What California Trust and Estate Litigation Will Arise from the Economic Downturn?

Downey Brand LLP on

The COVID-19 pandemic has idled workers and the coming weeks will bring more news of business closures and bankruptcies. After a decade of sustained growth, we are facing a recession of uncertain depth and duration. The New...more

Downey Brand LLP

Helping Families and Solving Problems – A Conversation with Trust Officer Alysia Corell from Exchange Bank

Downey Brand LLP on

Bank trust departments, also referred to as corporate trustees, provide professional management to the administration of California trusts. People may choose to name a bank to act as successor trustee when they can no longer...more

Williams Mullen

[Webinar] Cryptocurrency and Blockchain Technology: What Financial Advisors Need to Know - May 28th, 11:00 am ET

Williams Mullen on

Are you ready for the world of cryptocurrency? It is increasingly becoming an important—but complex—wealth transfer topic in estate planning. In order to properly advise clients and manage their portfolios, accountants and...more

Rivkin Radler LLP

Trustees, Under Pressure from Beneficiaries Affected by COVID-19, Face Legal Risks

Rivkin Radler LLP on

For many Trustees, the current economic environment is probably the most challenging they have ever faced. As the coronavirus epidemic sweeps across the country and throughout much of the world, the stock markets have...more

Cohen Seglias Pallas Greenhall & Furman PC

Asset Protection 101: Are You and Your Family Protected from Litigation, Creditors, and Divorce?

Cohen Seglias Pallas Greenhall & Furman PC on

Presented by Cohen Seglias Attorneys Brian Lawton and Whitney Patience O'Reilly on January 23, 2020. It can take years to accumulate assets and increase the value of your business and investments. Unfortunately, without an...more

Troutman Pepper

Investment Management Roundtable Discussion – Personal Estate Planning

Troutman Pepper on

Gregory J. Nowak, a partner and practice leader for hedge funds in Pepper Hamilton’s Private Fund Services Practice Group, hosts a series of candid, interactive webinar discussions for West LegalEdcenter on what is going on...more

Cohen Seglias Pallas Greenhall & Furman PC

[Webinar] Asset Protection 101: Are You and Your Family Protected from Litigation, Creditors, and Divorce? - January 23rd, 12:00...

Cohen Seglias Pallas Greenhall & Furman PC on

It can take years to accumulate assets and increase the value of your business and investments. Unfortunately, without an asset protection plan, you could lose everything or a significant portion of what you have worked so...more

Troutman Pepper

Exploring Digital Asset Planning and Estate Administration With Author Sharon Hartung – Part Two

Troutman Pepper on

The Digital Planning Podcast is designed to educate individuals about all things digital in connection with estate planning, business planning and estate administration. Your hosts, Jennifer Zegel, Ross Bruch and Justin...more

McDermott Will & Emery

[Event] 2019 Private Client East Coast Forum - November 21st, New York, NY

McDermott Will & Emery on

The unique needs of ultra-high net worth families, their family office representatives and other advisers are multidimensional and ever-evolving. Join us November 21 for McDermott Will & Emery’s Private Client East Coast...more

McDermott Will & Emery

Illinois Enacts New Trust Code: What Fiduciaries Need to Know

McDermott Will & Emery on

Effective January 1, 2020, the new Illinois Trust Code (ITC) will replace the Illinois Trusts and Trustees Act, ushering in several changes of note for fiduciaries. In light of the ITC, fiduciaries and estate planners should...more

Womble Bond Dickinson

Why, and how, to plan for a very long life

Womble Bond Dickinson on

When creating a long-term investment strategy, you need to think about your goals, circumstances, risk tolerance and liquidity needs. But you should also place considerable weight on one other factor: your projected...more

Bradley Arant Boult Cummings LLP

Family Office Series, Part III: How Are Family Offices Structured?

Bradley Arant Boult Cummings LLP on

As we noted in a previous family office series blog post, “if you’ve seen one family office, you’ve seen one family office.” There is no standard legal structure for family offices. The types and number of legal entities used...more

Chambliss, Bahner & Stophel, P.C.

Choosing an Investment Adviser for a Special Needs Trust

Chambliss, Bahner & Stophel, P.C. on

Trustees of special needs trusts have a duty to properly manage the funds in their care. However, most trustees, especially non-professional ones, are not sophisticated investors and they should not be directly managing the...more

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