News & Analysis as of August 12, 2025

Tax Liability

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The High Cost of Delay: Why Ultra-High-Net-Worth Families Must Act Now on Estate and Asset Protection

Mandelbaum Barrett PC on 5/30/2025

For ultra-high-net-worth individuals (UHNWIs) whose estates far exceed the 2025 federal lifetime exemption of $13.99 million per person, the stakes for estate and asset protection planning have never been higher-or more...more

Family Business Interests, Charitable Remainder Trusts and Life Insurance: Q & A with Capital Strategies Group

Bradley Arant Boult Cummings LLP on 8/10/2017

Bradley’s Family Owned Business team asked our friends at Capital Strategies Group, Inc. to share a case illustrating how high-net-worth families involved in family businesses are using life insurance in creative ways that go...more

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Wealth Management › Life Insurance › Tax Liability

The High Cost of Delay: Why Ultra-High-Net-Worth Families Must Act Now on Estate and Asset Protection

Family Business Interests, Charitable Remainder Trusts and Life Insurance: Q & A with Capital Strategies Group

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