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Estate Planning › Wealth Management › Succession Planning

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
Saul Ewing LLP

What is the “Probate” Process? How Does It Work? Why Do People Want to Avoid It?

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Probate is the legal process of administering a Decedent’s Last Will & Testament (“Will”), whereby assets owned by the Decedent at death are distributed pursuant to the terms of their Will, or if there is no Will, according...more

Offit Kurman

Choosing a Trustee: Navigating the Complexities and Key Considerations

Offit Kurman on

In this episode of 'Trust Us,' Danielle Friedman, Max McCauley, and Herb Fineburg discuss the critical aspects of selecting a trustee. They cover common client questions, including who should be named as a trustee, the...more

American Conference Institute (ACI)

[Event] High-Net-Worth Contentious Disputes - June 12th - 13th, New York, NY

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As the landscape of HNW disputes remains increasingly complex — with cross-border disputes, challenges with tracing and valuating digital assets, contentious trusts, and privacy concerns playing larger roles — ACI's Inaugural...more

Walkers

The future of family offices: Evolving needs, enduring structures

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Across the globe, second and third generations are inheriting significant wealth and with it, the opportunity to professionalise how their family manages, governs and grows that wealth. Many are establishing dynamic,...more

Walkers

Hope for the best, but prepare for the worst: Wealth planning for mental incapacity

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It’s always wise to hope for the best but plan for the worst, and, with global rates of dementia on the increase, planning for incapacity should be part of everyone's wealth and succession strategy. Where the assets held...more

Walkers

Intergenerational wealth transfer part 2: Execution

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The best plan is worthless if not properly executed. This article follows on from our earlier discussion on issues clients may need to consider before passing assets to their intended heirs. Here, we highlight some...more

Kerr Russell

“Quiet Trusts” Now Authorized in Michigan, Offering Potential Benefits When Leaving Significant Assets to a Future Generation

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One of the biggest concerns that parents have when leaving substantial assets to the next generation is that if a child knows or expects that they will receive those assets in the future, it may stifle the child’s ambition to...more

Warner Norcross + Judd

Hot Topics for Private Clients and Family Offices from 2025 Heckerling Institute on Estate Planning – Part One

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As is our tradition each January, several Warner attorneys attended the annual Heckerling Institute on Estate Planning, the country’s most well-respected educational event for professionals working in the trusts and estates...more

Kilpatrick

Estate Planning Ownership Playbook

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The Chicago Bears are a charter member of the National Football League, with ownership maintained by George Halas and later, his daughter, Virginia Halas McCaskey, for over 100 years. Upon Virginia McCaskey’s death last week,...more

Schwabe, Williamson & Wyatt PC

Estate Planning for Physicians: Why It’s Important and How to Get Started

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When you’re a physician, your life is defined by long hours, major responsibilities, and a focus on the health and well-being of your patients. Though dedication to your practice is commendable, planning for the future is...more

Falcon Rappaport & Berkman LLP

Estate Planning for Women: Empowering Your Future and Securing Your Legacy

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Estate planning is often considered a task for the wealthy or those nearing retirement. However, it is a vital process for all adults and, in some instances, even more critical for women. Women can face unique challenges and...more

Robins Kaplan LLP

The Robins Kaplan Spotlight, Vol. 9 No. 3 - September 2024

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WELCOME TO THE SPOTLIGHT - In this issue, we feature an insightful interview with one of our keynote speakers, Alan Harter, CEO and Founder of Pactolus, a private wealth management company. With over two decades of...more

ArentFox Schiff

AI in Family Offices: A Closer Look at Privacy, Confidentiality, and Fiduciary Responsibility

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The integration of artificial intelligence (AI) has revolutionized various industries, offering efficiency, accuracy, and convenience. In the realm of estate planning and family offices, the integration of AI technologies has...more

BakerHostetler

Next Generation Legacy Management - The Essence of Developing, Managing and Implementing a Plan for Future Generations

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BakerHostetler has introduced a revolutionary breakthrough in the age-old art of estate planning. FinClar (short for financial clarity) is a proprietary digital experience offering transformative legacy management to highly...more

Conyers

Private Client & Trust Middle East Bulletin

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Recognised as a global leader in private client advice, our Cayman Islands and British Virgin Islands (BVI) Private Client & Trust teams have been working with clients in the Middle East for decades. Our experienced team of...more

Robins Kaplan LLP

The Robins Kaplan Spotlight, Vol. 5 No. 4, Winter 2021 - Movies That Helped Us Get Through 2020

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Like many of you, in 2020 we turned to a range of media to soothe our moods and pass the time while in quarantine. The lawyers in our Wealth Planning, Administration, and Disputes Group went so far as to build our annual CLE...more

Farella Braun + Martel LLP

Succession Planning for Wineries and Vineyards - As wine families tend their grapes, so too should they tend their business...

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Wineries and vineyards are unique assets to consider when crafting personal financial, estate and business succession plans for clients, both of which are crucial components of wealth management....more

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