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Succession Planning Asset Management

BakerHostetler

[Podcast] Legacy Management – A Different Approach to an Age-Old Business

BakerHostetler on

Legacy management is an age-old business that has not changed in decades. We propose moving away from an episodic, transactional delivery model and removing siloes between a family’s advisors – allowing for a proactive,...more

Husch Blackwell LLP

Understanding Key Differences Between Guardians and Special Needs Trustees

Husch Blackwell LLP on

Individuals with a disability or special needs (hereafter, the “individual”) frequently have a team of people providing them the care and assistance they require. For families managing this care team, there is an...more

Allen Barron, Inc.

The Importance of Year-End Corporate Governance Work

Allen Barron, Inc. on

What is the importance of year-end corporate governance work? I know. I can see and hear it now: most businesspeople just roll their eyes and ask, “why do I have to go through this hassle?” What is the purpose of a corporate...more

Robins Kaplan LLP

The Robins Kaplan Spotlight, Vol. 5 No. 4, Winter 2021 - Movies That Helped Us Get Through 2020

Robins Kaplan LLP on

Like many of you, in 2020 we turned to a range of media to soothe our moods and pass the time while in quarantine. The lawyers in our Wealth Planning, Administration, and Disputes Group went so far as to build our annual CLE...more

Levenfeld Pearlstein, LLC

The Ins and Outs of Business Succession and Estate Planning for Closely-Held Businesses

Like humans, businesses have a life cycle.  And, just like us, major focus is put on the beginning and middle stages of the life cycle, with many people putting off late stage planning until it is too late. Clients often put...more

K&L Gates LLP

Ways to Attract Islamic Compliant Investors to Funds and Products

K&L Gates LLP on

In This Presentation: - The demographics - Islamic asset management industry - Islamic fund sizes - Islamic fund composition - What is Shariah? - Shariah terms - Industry...more

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