Our correspondent sends dispatches from the Heckerling 2023 estate planning conference.
Family office exes aren't so sure the next generation is ready to take over the wealth.
Alvina Collardeau-Fuchs is the estranged wife of Michael Fuchs, co-owner of Manhattan's Chrysler Building.
The appointment of a neutral professional to act on the behalf of the estate can help prevent bitter disputes over control.
Two-thirds of investors said they struggle with dividing their assets fairly.
IRS says Carlos Kepke is one of the enablers who has help Americans hide untaxed billions abroad.
Now is the time to review clients' estates to ensure their plans factor in unforeseen changes in regulations.
The company will provide in-house trust services to Hightower advisors.
Heather Flanagan has joined Wealthspire from Rockefeller Capital Management.
Hamm used an LLC and more than a dozen different trusts to complete the transfers.
Almost half of all U.S. wealth transferred over the next quarter century will come from the top 1.5% of households.
The Build Back Better Act could increase estate and income taxes on grantor trusts, a tax expert says.
Laurene Powell Jobs used GRATS to give $500 million to family and friends, the report said.
Average giving surged by 48% last year to $43,195 from $29,269 in 2017.
There are many considerations that go in to designing an effective trust.
The sale of the late Microsoft co-founder's yacht comes amid a record-hot market for luxury boats.
Money is pouring into the eldercare sector as investors notice how quickly China is aging.
Melinda French Gates might not stay at the $50 billion foundation she built with her husband Bill.
The fate of Biden's tax proposals is uncertain, so clients should not overreact, advisors say.
The trust company's services will be available to all Hightower advisors nationwide.