4+ day, 21+ hour ago   (79+ words) No proof that it was meant to be gift for the spouse. Related:The T&E Inner Circle | Planning With Embryos Partner, Trusts & Estates Practice Group, Kirkland & Ellis LLP David is a graduate of Northwestern University School of Law and…...

3+ week, 2+ day ago   (44+ words) Overlooked transfer, custody and sale risks. Chair, Olshan Frome Wolosky LLP Stephen L. Ferszt is Chair of the Employee Benefits Practice at Olshan Frome Wolosky LLP. Associate Attorney, Olshan Frome Wolosky LLP Aime E. Salazar is an Associate Attorney at Olshan Frome…...

3+ week, 2+ day ago   (197+ words) And the Disappearing Adverse Party Wealth Management Incomplete Gift Non-Grantor Trust Traps And the Disappearing Adverse Party Does the arrangement provide real economic interests and governance limits? Incomplete gift non-grantor (ING) trusts occupy an uncomfortable but useful middle ground in…...

3+ week, 4+ day ago   (599+ words) Be prepared for “sudden wealth syndrome.” You’ve already solved the hard part. The trust is airtight, the tax exposure minimized, and the wealth transfer strategy optimized to the last clause. It will still fail, not because of a drafting error,…...

4+ week, 20+ hour ago   (454+ words) Lessons from celebrity estate planning cases for advisors. Learn from high-profile estate battles and apply those insights to your own client situations. Glenmede Trust's Mark Parthemer discusses the Murdoch family trust dispute and what it can teach advisors and families…...

4+ week, 20+ hour ago   (128+ words) National Make-A-Will Month is a good time to bring up important issues. Related:Set Up a Client Care Program to Regularly Review Estate Documents Financial advisors don’t need to practice law to improve estate-planning outcomes. They need to identify implementation…...