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Results: 1-10 of 6,354

Sudden Wealth - How to Make it Last
  • Greenberg Traurig LLP
  • USA
  • June 19 2017

You see it in the news all the time: a lottery winner ends up filing for bankruptcy only a few years later, or a business owner has nothing to show


The Family Office Rule Under the Investment Advisers Act
  • Squire Patton Boggs
  • USA
  • June 15 2017

In the course of managing the Finances and investments of a family, a family office frequently provides advice related to the family's investments in


The Best Housewarming Gift for the Unmarried Couple: An Estate Plan
  • Ryley Carlock & Applewhite
  • USA
  • June 15 2017

In recent years, a growing number of Americans are deciding to cohabitate instead of getting married or remarried. Often, individuals of all ages


Considerations in Administering an Irrevocable Life Insurance Trust
  • Greenberg Traurig LLP
  • USA
  • June 13 2017

Irrevocable life insurance trusts (ILITs) serve a multitude of significant estate planning and asset protection objectives. To effectuate these goals


OVDP Compliance Campaign Rollout
  • Baker McKenzie
  • USA
  • June 9 2017

The IRS Large Business and International Division recently rolled out several compliance campaigns, one of which is devoted to certain applicants of


The 2017 Southern California Private Fund Advisers Roundtable
  • Bryan Cave LLP
  • USA
  • June 8 2017

On May 24, 2017, Bryan Cave LLP, ALPS Alternative Investment Services, LLC, and RSM US LLP co-hosted the inaugural Southern California Private Fund


Guardians Should Guard Against Claims Of Undue Influence
  • Bryan Cave LLP
  • USA
  • June 7 2017

A guardian‘s job requires that the guardian be involved in the affairs of the ward. In turn, the ward likely is going to be dependent on and trust


Wealth Management Update - June 2017
  • Proskauer Rose LLP
  • USA
  • June 7 2017

The June 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 2.4, which is the same rate as in May. The June


Your Mid-Year Estate Planning Checklist: 10 things you should be doing now
  • Murtha Cullina LLP
  • USA
  • June 6 2017

Here is a helpful checklist of the top ten ways to keep your estate plan current. Review your existing Will and any trust agreements. Over the


Substitute Alert Delaware Technical Corrections Bill
  • McDermott Will & Emery
  • USA
  • June 6 2017

Last Friday, the Delaware Senate released a substituted version of the bill (Senate Bill 79) introduced last month as a technical corrections bill to