Matthew Erskine

1 2 3 4  

Security And Estate Planning: New Considerations For UHNW Families

by

Security is becoming a central consideration in structuring everything from family offices to succession plans.

Trustee Selection Leads To Avoidable Family Conflict

by

The Peter Seidler case serves as a cautionary tale about the pitfalls of trustee selection.

PE's Push Into Wealth Management: Lessons From The Banking Consolidation

by

The wealth management landscape is undergoing a transformation reminiscent of the banking consolidation wave that reshaped American finance.

Court Blocks Corporate Transparency Act: A Win For Federalism Or A Setback For Financial Oversight?

by

This ruling underscores the tension between the federal government's ambition to address financial crimes and the constitutional limits of its authority.

What's A Deferred Sale Trust?

by

This trust can help you defer capital gains on business sales, though some charitable trusts can, too.

Navigating The Charitable Deduction Minefield: Insights From The IQ Holdings Case

by

The IRS maintains strict standards for charitable contribution deductions. Here are some practical steps to ensure compliance.

Are Deferred Sale Trusts A Tax-Efficient Way To Defer Capital Gains?

by

DSTs should be considered along with charitable trusts when weighing a client's deferral needs.

Sell An Estate's Collectibles The Right Way

by

Understanding how to navigate this market is essential for wealth managers and their clients.

Estate Planning Lessons From The Sale Of Historic Coin Collection

by

The collection had been stored for the past 100 years and is believed to be worth around $72.5 million.

The Right Way To Sell Collectibles In An Estate

by

Understanding how to navigate this market is essential for wealth managers and their clients.

1 2 3 4