For your reference, here is a quick look at some of the most well-read Wealth Management publications on JD Supra during 2020:
- Financial institutions M&A: Sector trends - July 2020: Asset/Wealth Management - by Martin Järvengren and Prof. Dr. Roger Kiem at White & Case
- [Video] Asset Protection 101: Are You and Your Family Protected from Litigation, Creditors, and Divorce? - by Brian Lawton, Whitney Patience O'Reilly at Cohen Seglias
- IRS Confirms No “Clawback” for Gifts Made Under the Increased Estate and Gift Tax Exclusion - by Stephen Bahr, Jeffrey Glogower and Adam Randle at Polsinelli
- [Podcast] SWITCH HITTER! Maximizing the Flexibility of Split Dollar Life Insurance to Create Maximum Financial and Tax Leverage - by Gerald Nowotny
- I Expect an Inheritance: Do I Really Need a Prenuptial Agreement? - by Vanessa Nellis at Lewitt Hackman
- IRS to Begin Examination of Hundreds of High-Wealth Individuals Starting July 15 - by Charles Hodges II, Frank Jackson, Kathy Keneally and Francis (Fran) Muracca II at Jones Day
- Funding “GRATs” in a Market Decline - by attorneys at Proskauer
- Beware of the Generation-Skipping Transfer Tax - by Joseph Marion, III, David Riedel at Adler Pollock & Sheehan
- Record Low Interest Rates Let You Have Your Cake and Eat It Too – Life Insurance, Investments & Intra-family Loans - by Rebecca MacGregor at Bowditch & Dewey
- Estate Planning Opportunities in a COVID-19 Environment - by attorneys at Troutman Pepper
- Estate Tax Planning for Large Company Stock Holdings: Four Tips for Using Record-High Lifetime Exemptions - by Lauren Galbraith at Farella Braun + Martell
- Move Forward with Your Estate Tax Planning Before it is Too Late - by Mildred Gomez and Jennifer Wioncek at Bilzin Sumberg
- Understanding Potential Pros and Cons of Using Dynasty Trusts - by Andrew Bullard at Smith Debnam
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Stay tuned for additional reading recaps of popular topics in 2020.
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