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Asset Management › Trust Distributions › Wealth Management

Offit Kurman

Ethical Wills: The Heart of Your Estate Plan

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When most people think of estate planning, Trusts and Last Wills and Testaments usually come to mind. I have spent my career espousing the essential tools for ensuring an efficient transfer of assets from one generation to...more

Carey Olsen

Types and uses of Cayman Islands law trusts

Carey Olsen on

The Cayman Islands is one of the leading jurisdictions for the establishment and management of trusts. It has a sophisticated professional trust sector, modern trusts legislation and an effective judicial system. There is a...more

McGuireWoods LLP

Once Removed Episode 24: Expressing Goals and Intent for the Trust

McGuireWoods LLP on

For parents with young children, naming the guardian who will raise their children upon the parents’ passing can be one of the most important and foundational questions of an estate plan. And in fact, because this decision is...more

Adler Pollock & Sheehan P.C.

Comparing Inter Vivos and Testamentary Trusts

Adler Pollock & Sheehan P.C. on

Creating and adhering to an estate plan is no simple task. Generally, the end goal of estate planning is to divide up and transfer assets to loved ones at a minimum or zero tax cost. Of course, a will is a good starting...more

Kohrman Jackson & Krantz LLP

Can Pets Inherit?

Kohrman Jackson & Krantz LLP on

For so many of us, pets are part of the family. Everywhere you go, people bring their dogs along these days; and many pets, such as birds and tortoises, have long life spans. ...more

Sands Anderson PC

Fun and Games and…Estate Planning?

Sands Anderson PC on

When we take seemingly mundane tasks and turn them into a game – like who can pick up the toys on the floor the fastest – those tasks suddenly become more fun and easier to accomplish. The gamification process works so well...more

Woodruff Sawyer

What New Family Trustees Need to Know

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When a family member or friend asks you to become their trustee, it conveys a high level of trust in you. However, many of our clients tell us that they did not fully understand the enormity of the job when they accepted it....more

Robins Kaplan LLP

The Robins Kaplan Spotlight, Vol. 6, No. 4 - Quiet Trusts: The Benefits of Privacy in Estate Planning

Robins Kaplan LLP on

In the wake of the “Pandora Papers,” the use of secret trusts has come under fire. The media has depicted secrecy in trust administration as a tactic to allow the wealthy to conceal their riches and avoid tax obligations....more

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