Estate Planning

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4 Estate Litigation Predictions For 2018

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A look ahead at what trends we may expect to see in the area of estate litigation in 2018.

Michael Jackson Estate May Avoid Penalties In IRS Dispute

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The late singer's estate may have escaped a hefty penalty for allegedly undervaluing his assets.

Wealth Transfer Planning Post-Tax Reform – It’s A Brave New World

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As of January 1, tax reform doubles the “basic exclusion amount” for the gift, estate and GST taxes.

Strife After Death

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These are some of the most epic estate battles in U.S. history.

On The Front Lines

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Tax and estate attorney Thomas Handler has spent a career amid warring families.

Epic Celebrity Estate Battles

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Six reasons the heirs of the rich and famous fight over estates.

Annual Estate Planning Conference Faces Uncertain Climate

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The Heckerling Institute conference is bracing for an environment in which many estate planning issues remain unsettled.

Two Court Rulings Highlight Divorce Planning Loopholes

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The rulings show why estate planners need to tread carefully when dealing with divorces.

What To Tell Clients About The Estate Tax

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The future of the "death tax" remains a political hot button--and an ongoing consideration for wealthy clients.

How To Prevent Sudden Wealth From Making Your Clients Broke

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A multifamily office has a strategy for avoiding what it calls "sudden wealth syndrome."

What Your Estate Planning Clients Should Do In Response To Trump's Tax Plan

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The future of Trump's tax plan remains to be seen, but there are still actions you can take to protect your clients.

Yours, Mine, Ours And ‘ART’

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Blended families and reproductive technology have created a new set of fiduciary challenges.

Fired UBS Advisor Reignites Palm Beach Scandal Over Rich Widow

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The ex-advisor claims he was fired for alleging trust-fund abuse.

I Have A Trust?

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When are trustees required to give beneficiaries information about their trusts?

Among Wealthy, Old And Young Blaze Different Paths

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The older generations prefers traditional investments, while millennials are more interested in impact investments, the survey found.

Redstone Faces Ex-Girlfriend's Palimony Demand

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The ex-girlfriend is seeking up to 2 percent of Sumner Redstone’s $5 billion estate as palimony.

Fidgety About Tax Reform? Here Are 10 Things Estate Planners Can Do Now

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Attorney John O. McManus offers 10 estate planning strategies that remain useful despite tax reform's unknowns.

'Genius' Banker Loses $225 Million Divorce Battle

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Randy Work argued that his "genius" entitled him to a bigger share of assets in the divorce settlement.

New York Banking Legend's Heirs Are Unloading Art To Save Estate

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Heirs of banker James Stillman are fighting to preserve their beloved country estate in an age of cold financial reality.

Open Channels

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People are about to pass along a lot of wealth to their children. But they aren’t talking about it. That’s bad.

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