News & Analysis as of September 18, 2024

Wealth Management

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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 -

Tennessee Trust Bill Takes Effect and Makes Important Changes to the State's Trust Laws

Holland & Knight LLP on 7/10/2024

Tennessee Gov. Bill Lee approved Public Chapter No. 695 on April 11, 2024, as passed by the Tennessee General Assembly (Trust Bill). The new law became effective on July 1, 2024, and it made several important changes to...more

Q&A With Anne Paape, Managing Director and Senior Fiduciary Counsel at Cresset

Robins Kaplan LLP on 6/20/2024

The Spotlight had the pleasure of sitting down with Anne Paape, managing director and senior fiduciary counsel at Cresset and Cresset Trust Company, to talk about the historic transfer of wealth many countries are undergoing,...more

Legacy Planning for the Farm and Agriculture Community

Pullman & Comley, LLC on 6/26/2023

Farmers and their families face unique challenges when they are planning for the succession of their businesses and the real estate associated with their farms. Oftentimes, farms are successively held and then given to...more

[Webinar] Ripped from the Case Law - October 13th, 1:00 pm - 2:00 pm CT

Robins Kaplan LLP on 9/29/2020

Producers, writers, and reporters have long been fascinated with high-stakes wealth, estate and trusts, and shareholder disputes. Whether tragic or comic, the drama between clients, families, business partners, as well as the...more

[Webinar] Panel: The Influence of News and Other Media on Client Expectations - October 1st, 1:00 pm - 2:00 pm CT

Robins Kaplan LLP on 9/17/2020

[Event] McDermott Private Client Forum - November 28th, Munich, Germany

McDermott Will & Emery on 10/31/2019

Join us at our first McDermott Private Client Forum in Munich on Thursday, 28 November 2019. With this series of events, we want to create a forum for exchanging ideas on the topics of wealth, succession, inheritance and tax...more

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

McDermott Will & Emery on 10/22/2019

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

Succession Planning for Wineries and Vineyards - As wine families tend their grapes, so too should they tend their business...

Farella Braun + Martel LLP on 2/26/2019

Wineries and vineyards are unique assets to consider when crafting personal financial, estate and business succession plans for clients, both of which are crucial components of wealth management....more

Wealth Management Update - May 2018

Proskauer Rose LLP on 5/3/2018

May Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts - The May § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is...more

Best in Law: IRS Moves Mean It's Time to Shift Family Entity Wealth

Best Best & Krieger LLP on 8/14/2015

The IRS may take action very soon to eliminate or reduce a widely used and valuable family business entity wealth transfer strategy. The window of opportunity to take advantage of this strategy may close within the next month...more

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