-
Allowing for "give" to cover future imponderables protects donors and beneficiaries alike, writes a trusts and estates attorney.
January 4Kirkland & Ellis -
Independent financial advisors and wealth management firms are finding methods of collaborating more closely with professionals from other fields.
December 8 -
The billionaire investor claims Jenica Paulson knew all along about trusts she alleges he used to conceal assets.
December 8 -
Some favorite techniques used by the wealthy in recent years aren't looking so good amid higher interest rates.
September 27 -
A billionaire from post-Soviet Georgia and the giant Swiss bank are duking it out in Singapore over the failure of a trust company owned the financial institution to catch shady transactions.
September 14 -
The SECURE Act is unclear about whether some inherited retirement accounts have to be emptied out in 10 years or five.
June 14 -
Think you’ve locked in your high exemption from gift and estate taxes? The agency suggests a rethink.
May 10 -
Biden’s 2023 budget could be DOA, but advisors still have to shepherd clients tired of yet another round of talk about tax increases.
April 3 -
Harold Hamm, the founder of Continental Resources, will pass a stake of his company worth $2.3 billion to each of his five children.
February 15 -
Rich investors with sizable business losses are caught in pandemic tax hell amid IRS delays.
February 15