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Shareholders Wealth Management

Walkers

Hope for the best, but prepare for the worst: Wealth planning for mental incapacity

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It’s always wise to hope for the best but plan for the worst, and, with global rates of dementia on the increase, planning for incapacity should be part of everyone's wealth and succession strategy. Where the assets held...more

Kilpatrick

Estate Planning Ownership Playbook

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The Chicago Bears are a charter member of the National Football League, with ownership maintained by George Halas and later, his daughter, Virginia Halas McCaskey, for over 100 years. Upon Virginia McCaskey’s death last week,...more

Warner Norcross + Judd

Hot Topics for Private Clients and Family Offices from 2024 Heckerling Institute on Estate Planning – Part One

Earlier this year 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 area. The...more

Conyers

An Overview of Cayman Islands Private Trust Companies

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Many high-net-worth individuals and families use a private trust company (PTC) when looking to structure their family wealth. Given that settlors of trusts are sometimes reluctant to relinquish control over the assets...more

Robins Kaplan LLP

How an Investor Can Lose More Than Just Their Investment

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When evaluating an investment opportunity, a would-be investor’s risk analysis is usually limited to the potential loss of principal and related opportunity costs of the investment. But substantial investments in startups or...more

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