The Talented Mr. Ripley: Steps to Protect, Help, and Educate Trust Beneficiaries
The Hangover: GST Tax Issues, Asset Protection, Income Tax Residency vs. Domicile, and Other Safeguards
AI Today in 5: September 9, 2025, The Investor Frenzy Continues Episode
College Financial Planning with Jack Wang
Choosing a Trustee: Navigating the Complexities and Key Considerations
Do I Need a Prenuptial Agreement?
Insights on Planned Giving From the BNY Annual Charitable Giving Report for 2024
Love Actually: Planning Considerations for Marriage, Divorce, Cohabitation, the Death of a Spouse, and More
Investing Charity and Foundation Assets in Turbulent Times With Jennifer Nelson
Charitable Split Interest Trust Planning with Dale Schroeder and Anneke Niemira, Part Two
Charitable Split-Interest Trust Planning With Dale Schroeder and Anneke Niemira - Part One
Financial Planning Tips for the Sandwich Generation with Sherry Finkel Murphy
The Terminator: The QPRT as a Wealth Transfer Strategy and CTA Updates
Top Gun: Maverick - Core Estate Plan and Gifting Basics
Once Removed Episode 24: Expressing Goals and Intent for the Trust
AdvisorEsq Podcast Series - Episode 8 - Executive Insights: Succeeding as a COO at an RIA Firm
Once Removed Episode 21: Passing Down the “Family Cottage” or Other Legacy Property
Digital Planning Podcast Episode: Planning for Influencers
Next Generation Legacy Management - The Essence of Developing, Managing and Implementing a Plan for Future Generations
Once Removed Episode 18: The Reciprocal Trust Doctrine
A family office is a private entity that manages wealth, investments, and planning for ultra-high-net-worth families, but the definition and structure vary widely across jurisdictions. In the United States, Singapore, Hong...more
Those of us living in the middle of the Sandwich Generation know that the role is rarely just about caretaking and logistics. It is about judgment, advocacy, and sometimes the uncomfortable responsibility of questioning what...more
Most people know the proverb "shirtsleeves to shirtsleeves in three generations." It describes a cycle: The first generation builds wealth through hard work, the second enjoys it and the third squanders it, returning the...more
Welcome to The Verdict: Estate Planning Through Film. Today, Farella partner and podcast host Hons Yung is joined by Gazelle B. Summe, Director of Portfolio and Wealth Advisory at BBR Partners, to discuss the movie, The...more
For many years, estate planning conversations began with taxes. Clients wanted to understand how to reduce estate tax exposure, how much they could transfer during life, and what strategies would preserve wealth for the next...more
Gift and estate planning is rarely a one-time event. For families with significant or complex assets, it is an ongoing process that requires careful coordination between financial, legal, and tax advisors. At the center of...more
A recent non-precedential decision from the Pennsylvania Superior Court offers financial services businesses and professionals in the wealth management sector key lessons on restrictive covenants and client transitions. In a...more
A trust is a legal arrangement which distinguishes between the legal and beneficial ownership of property. Legal ownership is transferred to a trustee who manages and administers the property for the benefit of the...more
The Federal gift and estate tax exemption (also known as the “basic exclusion amount”) increased to $15,000,000 per individual for calendar year 2026. Taxpayers whose assets are subject to gift or estate tax despite the...more
The start of the new year is an ideal time to review your current estate plan or to create an estate plan for the first time. January brings updated exemption amounts, inflation adjustments, and, in some years, new...more
Timely insights into the latest developments in wealth transfer, estate administration, trust planning, and estate tax portability. Join the Williams Mullen Private Client & Fiduciary Services team for our 17th Annual...more
For many years, certain trusts have proven exceptionally effective for wealthy individuals and to transfer some of their assets to the next generation that minimizes gift and estate taxes. Two of the most powerful tools in...more
As a trust and estates and tax attorney, I am frequently asked by clients (and colleagues) if there are options to reduce the income tax burden they expect to pay on portfolio income or when they expect to experience a...more
As clients navigate major life transitions such as divorce, career changes, or starting new businesses, they need guidance that blends practical financial strategy with empathy and emotional awareness. While Artificial...more
On 8 December 2025, the UK Financial Conduct Authority (FCA) published Consultation Paper (CP26/36) (the CP), proposing reforms to the professional client categorisation regime and targeted simplifications to the conflicts of...more
For a quarter of a century, the Venezuelan people have faced profound economic, social and institutional disruptions. For many high-net-worth families, these circumstances have meant not only the fragmentation of assets and...more
It’s the season of giving, which may prompt parents to consider the best ways to give a portion of their wealth to their children or extended family members. Whether it’s to help in critical life moments, such as buying a...more
The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, introduced wide-ranging tax and policy changes. It contains hundreds of provisions, which address issues from clean energy to federal debt ceiling to...more
On 8 December 2025, the FCA published a consultation paper (CP) on client categorisation and conflicts of interest. This consultation will be of particular interest to wealth managers and investment firms, as it may enable...more
At Robins Kaplan’s annual Fiduciary and Wealth Disputes Seminar “What Keeps Fiduciaries Up At Night?” attendees heard from John Taft, Vice Chair at Baird and a 40-year veteran of the financial services industry....more
The December 2025 Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 4.6%, the same as in November. The December applicable federal rate (“AFR”) for use with a sale to a defective...more
Landing a portfolio manager role at a top multi-strategy hedge fund can be a career-defining moment. It can also catapult your personal net worth into the stratosphere overnight. Rapid wealth creation comes with a new...more
Guernsey has long been recognised as a stable, sophisticated and adaptable jurisdiction for trust structuring. Its trusts regime offers a blend of flexibility, confidentiality and legal certainty, making it a compelling...more
If you are married, regardless of where you live, you should consider adding a valuable tool to your estate plan: a South Dakota Special Spousal Trust, also known as a Community Property Trust (CPT). A CPT can help couples...more
On 31 October 2025, the FCA published its findings from a multi-firm review of consolidation in the financial advice and wealth management sector....more