News & Analysis as of

High Net-Worth Wealth Management Trusts

Walkers

Intergenerational wealth transfer part 2: Execution

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The best plan is worthless if not properly executed. This article follows on from our earlier discussion on issues clients may need to consider before passing assets to their intended heirs. Here, we highlight some...more

Warner Norcross + Judd

Hot Topics for Private Clients and Family Offices from 2025 Heckerling Institute on Estate Planning – Part One

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As is our tradition each January, several Warner attorneys attended the annual Heckerling Institute on Estate Planning, the country’s most well-respected educational event for professionals working in the trusts and estates...more

McDermott Will & Emery

West Coast Forum 2023 | Key Takeaways

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McDermott’s Private Client Practice led interactive discussions on a broad range of topics pertinent to ultra-high-net-worth families, their family office representatives and other advisors at our Private Client West Coast...more

McDermott Will & Emery

[Event] 2022 West Coast Forum - November 10th, Palo Alto, CA

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Join us this November for McDermott Will & Emery’s Private Client West Coast Forum. At these complimentary programs, experienced McDermott partners will lead discussions on a broad range of topics pertinent to...more

McDermott Will & Emery

[Event] 2022 West Coast Forum - November 9th, San Francisco, CA

McDermott Will & Emery on

Join us this November for McDermott Will & Emery’s Private Client West Coast Forum. At these complimentary programs, experienced McDermott partners will lead discussions on a broad range of topics pertinent to...more

McDermott Will & Emery

[Event] 2022 West Coast Forum - November 8th, Beverly Hills, CA

McDermott Will & Emery on

Join us this November for McDermott Will & Emery’s Private Client West Coast Forum. At these complimentary programs, experienced McDermott partners will lead discussions on a broad range of topics pertinent to...more

Jones Day

IRS to Begin Examination of Hundreds of High-Wealth Individuals Starting July 15

Jones Day on

The Internal Revenue Service ("IRS") announced that as soon as it reopens its collection and examination functions on July 15, it will immediately begin the examination of hundreds of high-income individuals and private...more

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