Estate Planning

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Spy Balloon Over Heckerling

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Our correspondent sends dispatches from the Heckerling 2023 estate planning conference.

Heirs To $19 Billion Face Succession Doubts From Family Offices

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Family office exes aren't so sure the next generation is ready to take over the wealth.  

Chrysler Building Tycoon's Wife Gets £37.5 Million Divorce Award

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Alvina Collardeau-Fuchs is the estranged wife of Michael Fuchs, co-owner of Manhattan's Chrysler Building.

Celebrity Estates: Competing For Control

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The appointment of a neutral professional to act on the behalf of the estate can help prevent bitter disputes over control.

Wealthy Investors Tell UBS Why They Split Inheritances Unevenly

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Two-thirds of investors said they struggle with dividing their assets fairly.

The Sting That Snagged The Tax Lawyer To A Pair Of Billionaires

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IRS says Carlos Kepke is one of the enablers who has help Americans hide untaxed billions abroad.

Are Clients' Current Estate Plans Soundproof For The Future?

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Now is the time to review clients' estates to ensure their plans factor in unforeseen changes in regulations.

Hightower Launches National Trust Company

by FA Staff

The company will provide in-house trust services to Hightower advisors.

Wealthspire Names Head Of Family Office Services

by PW Staff

Heather Flanagan has joined Wealthspire from Rockefeller Capital Management.

Shale King Harold Hamm Is Passing Billions To His Heirs Tax-Free

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Hamm used an LLC and more than a dozen different trusts to complete the transfers.

Tax-Free Inheritances Fuel America's New $73 Trillion Gilded Age

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Almost half of all U.S. wealth transferred over the next quarter century will come from the top 1.5% of households.

New Proposal Threatens Grantor Trust Tax Breaks

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The Build Back Better Act could increase estate and income taxes on grantor trusts, a tax expert says.

Richest Americans Use GRATs To Avoid Estate Tax, ProPublica Reports

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Laurene Powell Jobs used GRATS to give $500 million to family and friends, the report said.

Affluent Americans Boosted Charitable Giving In A Pandemic Year

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Average giving surged by 48% last year to $43,195 from $29,269 in 2017.

Building Blocks For An Effective And Flexible Trust

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There are many considerations that go in to designing an effective trust.

Paul Allen's Superyacht Finds Buyer After $278 Million Listing

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The sale of the late Microsoft co-founder's yacht comes amid a record-hot market for luxury boats.

China's Luxury Retirement Homes Draw Millions From Investors

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Money is pouring into the eldercare sector as investors notice how quickly China is aging.

Gateses Have Two Years To Decide If They Can Share Foundation

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Melinda French Gates might not stay at the $50 billion foundation she built with her husband Bill.

How Rich Clients Should Prepare For A Biden Estate Tax Regime

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The fate of Biden's tax proposals is uncertain, so clients should not overreact, advisors say.

Feds Give Hightower Green Light To Convert Texas Trust Into A National Entity

by FA Staff

The trust company's services will be available to all Hightower advisors nationwide.

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