Trusts & Estates: May 2024 Digital Edition Apr 29, 2024 Special Report: Review Of Reviews. Plus our features on Fiduciary Professions and Perspectives, plus columns on Tax Law Update... FINRA Bulletin Uncovers Blind Spots for Wealth Managers About Life Settlements May 21, 2024 What are the risks you need to discuss with your clients? Using BDOTs for Optimal Asset Protection And Income Tax Minimization May 21, 2024 The best of both worlds. Subscribe to Ensure Delivery of our "Tax Year in Review" Issue - ONLY $159 Subscribe Now! Sign up for the WM Morning Memo newsletter. AfghanistanAland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBritish Virgin IslandsBruneiBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCaribbean NetherlandsCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos (Keeling) IslandsColombiaComorosCongo (Brazzaville)Congo (Kinshasa)Cook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHondurasHong Kong, S.A.R., ChinaHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyIvory CoastJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLaosLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacau, S.A.R., ChinaMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNetherlands AntillesNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorthern Mariana IslandsNorth KoreaNorwayOmanPakistanPalauPalestinian TerritoryPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarReunionRomaniaRussiaRwandaSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint Martin (French part)Saint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwazilandSwedenSwitzerlandSyriaTaiwan, ChinaTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluU.S. Virgin IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUnited States Minor Outlying IslandsUruguayUzbekistanVanuatuVaticanVenezuelaVietnamWallis and FutunaWestern SaharaYemenZambiaZimbabwe Sign Up Enter your email above to receive messages about offerings by Informa, its brands, affiliates and/or third-party partners, consistent with Informa's Privacy Policy. List Leave this field blank Taking Advantage of the Roth Conversion Window May 21, 2024 Consider the benefits and tradeoffs. Trending Topics Regarding the SECURE 2.0 Act May 21, 2024 Trending Topics Regarding The SECURE 2.0 Act. This U.S. Law Trust is Foreign! May 21, 2024 Managing this taxing circumstance. QSBS Valuation for Enhanced Estate And Tax Benefits May 21, 2024 A cornerstone in strategic planning to optimize clients’ financial legacies. Playbook for Advising Young High-Net-Worth Entrepreneurs May 21, 2024 Four ways to add strategic value. A Multidisciplinary Approach to Philanthropy and Multigenerational Trusts May 21, 2024 How high-net-worth families can provide long-term legacy and governance solutions. Gift-Splitting for Transfers to Trusts May 21, 2024 Take care when a spouse is a beneficiary. Identifying and Solving Common Problems With QPRTs May 20, 2024 Martin M. Shenkman and Joy Matak identify issues surrounding qualified personal resident trusts. Tips From the Pros: Why Are Non-Resident Aliens Attracted to U.S. Trust Situs? May 20, 2024 Al W. King III provides the reasons why non-resident aliens are choosing the United States to situs their trusts. NIL-Based Fundraising Evolving Toward Extinction? May 20, 2024 Christopher P. Woehrle explains how the growth of name, image and likeness-based fundraising for student-athletes’ compensation may be reaching a legal crossroads. Load More 1 2 next last Load More
FINRA Bulletin Uncovers Blind Spots for Wealth Managers About Life Settlements May 21, 2024 What are the risks you need to discuss with your clients? Using BDOTs for Optimal Asset Protection And Income Tax Minimization May 21, 2024 The best of both worlds. Subscribe to Ensure Delivery of our "Tax Year in Review" Issue - ONLY $159 Subscribe Now! Sign up for the WM Morning Memo newsletter. AfghanistanAland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBritish Virgin IslandsBruneiBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCaribbean NetherlandsCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos (Keeling) IslandsColombiaComorosCongo (Brazzaville)Congo (Kinshasa)Cook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHondurasHong Kong, S.A.R., ChinaHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyIvory CoastJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLaosLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacau, S.A.R., ChinaMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNetherlands AntillesNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorthern Mariana IslandsNorth KoreaNorwayOmanPakistanPalauPalestinian TerritoryPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarReunionRomaniaRussiaRwandaSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint Martin (French part)Saint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwazilandSwedenSwitzerlandSyriaTaiwan, ChinaTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluU.S. Virgin IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUnited States Minor Outlying IslandsUruguayUzbekistanVanuatuVaticanVenezuelaVietnamWallis and FutunaWestern SaharaYemenZambiaZimbabwe Sign Up Enter your email above to receive messages about offerings by Informa, its brands, affiliates and/or third-party partners, consistent with Informa's Privacy Policy. List Leave this field blank Taking Advantage of the Roth Conversion Window May 21, 2024 Consider the benefits and tradeoffs. Trending Topics Regarding the SECURE 2.0 Act May 21, 2024 Trending Topics Regarding The SECURE 2.0 Act. This U.S. Law Trust is Foreign! May 21, 2024 Managing this taxing circumstance. QSBS Valuation for Enhanced Estate And Tax Benefits May 21, 2024 A cornerstone in strategic planning to optimize clients’ financial legacies. Playbook for Advising Young High-Net-Worth Entrepreneurs May 21, 2024 Four ways to add strategic value. A Multidisciplinary Approach to Philanthropy and Multigenerational Trusts May 21, 2024 How high-net-worth families can provide long-term legacy and governance solutions. Gift-Splitting for Transfers to Trusts May 21, 2024 Take care when a spouse is a beneficiary. Identifying and Solving Common Problems With QPRTs May 20, 2024 Martin M. Shenkman and Joy Matak identify issues surrounding qualified personal resident trusts. Tips From the Pros: Why Are Non-Resident Aliens Attracted to U.S. Trust Situs? May 20, 2024 Al W. King III provides the reasons why non-resident aliens are choosing the United States to situs their trusts. NIL-Based Fundraising Evolving Toward Extinction? May 20, 2024 Christopher P. Woehrle explains how the growth of name, image and likeness-based fundraising for student-athletes’ compensation may be reaching a legal crossroads. Load More 1 2 next last Load More
Using BDOTs for Optimal Asset Protection And Income Tax Minimization May 21, 2024 The best of both worlds. Subscribe to Ensure Delivery of our "Tax Year in Review" Issue - ONLY $159 Subscribe Now!
Taking Advantage of the Roth Conversion Window May 21, 2024 Consider the benefits and tradeoffs. Trending Topics Regarding the SECURE 2.0 Act May 21, 2024 Trending Topics Regarding The SECURE 2.0 Act. This U.S. Law Trust is Foreign! May 21, 2024 Managing this taxing circumstance. QSBS Valuation for Enhanced Estate And Tax Benefits May 21, 2024 A cornerstone in strategic planning to optimize clients’ financial legacies. Playbook for Advising Young High-Net-Worth Entrepreneurs May 21, 2024 Four ways to add strategic value. A Multidisciplinary Approach to Philanthropy and Multigenerational Trusts May 21, 2024 How high-net-worth families can provide long-term legacy and governance solutions. Gift-Splitting for Transfers to Trusts May 21, 2024 Take care when a spouse is a beneficiary. Identifying and Solving Common Problems With QPRTs May 20, 2024 Martin M. Shenkman and Joy Matak identify issues surrounding qualified personal resident trusts. Tips From the Pros: Why Are Non-Resident Aliens Attracted to U.S. Trust Situs? May 20, 2024 Al W. King III provides the reasons why non-resident aliens are choosing the United States to situs their trusts. NIL-Based Fundraising Evolving Toward Extinction? May 20, 2024 Christopher P. Woehrle explains how the growth of name, image and likeness-based fundraising for student-athletes’ compensation may be reaching a legal crossroads. Load More 1 2 next last Load More
Trending Topics Regarding the SECURE 2.0 Act May 21, 2024 Trending Topics Regarding The SECURE 2.0 Act. This U.S. Law Trust is Foreign! May 21, 2024 Managing this taxing circumstance. QSBS Valuation for Enhanced Estate And Tax Benefits May 21, 2024 A cornerstone in strategic planning to optimize clients’ financial legacies. Playbook for Advising Young High-Net-Worth Entrepreneurs May 21, 2024 Four ways to add strategic value. A Multidisciplinary Approach to Philanthropy and Multigenerational Trusts May 21, 2024 How high-net-worth families can provide long-term legacy and governance solutions. Gift-Splitting for Transfers to Trusts May 21, 2024 Take care when a spouse is a beneficiary. Identifying and Solving Common Problems With QPRTs May 20, 2024 Martin M. Shenkman and Joy Matak identify issues surrounding qualified personal resident trusts. Tips From the Pros: Why Are Non-Resident Aliens Attracted to U.S. Trust Situs? May 20, 2024 Al W. King III provides the reasons why non-resident aliens are choosing the United States to situs their trusts. NIL-Based Fundraising Evolving Toward Extinction? May 20, 2024 Christopher P. Woehrle explains how the growth of name, image and likeness-based fundraising for student-athletes’ compensation may be reaching a legal crossroads. Load More 1 2 next last Load More
This U.S. Law Trust is Foreign! May 21, 2024 Managing this taxing circumstance. QSBS Valuation for Enhanced Estate And Tax Benefits May 21, 2024 A cornerstone in strategic planning to optimize clients’ financial legacies. Playbook for Advising Young High-Net-Worth Entrepreneurs May 21, 2024 Four ways to add strategic value. A Multidisciplinary Approach to Philanthropy and Multigenerational Trusts May 21, 2024 How high-net-worth families can provide long-term legacy and governance solutions. Gift-Splitting for Transfers to Trusts May 21, 2024 Take care when a spouse is a beneficiary. Identifying and Solving Common Problems With QPRTs May 20, 2024 Martin M. Shenkman and Joy Matak identify issues surrounding qualified personal resident trusts. Tips From the Pros: Why Are Non-Resident Aliens Attracted to U.S. Trust Situs? May 20, 2024 Al W. King III provides the reasons why non-resident aliens are choosing the United States to situs their trusts. NIL-Based Fundraising Evolving Toward Extinction? May 20, 2024 Christopher P. Woehrle explains how the growth of name, image and likeness-based fundraising for student-athletes’ compensation may be reaching a legal crossroads. Load More 1 2 next last Load More
QSBS Valuation for Enhanced Estate And Tax Benefits May 21, 2024 A cornerstone in strategic planning to optimize clients’ financial legacies. Playbook for Advising Young High-Net-Worth Entrepreneurs May 21, 2024 Four ways to add strategic value. A Multidisciplinary Approach to Philanthropy and Multigenerational Trusts May 21, 2024 How high-net-worth families can provide long-term legacy and governance solutions. Gift-Splitting for Transfers to Trusts May 21, 2024 Take care when a spouse is a beneficiary. Identifying and Solving Common Problems With QPRTs May 20, 2024 Martin M. Shenkman and Joy Matak identify issues surrounding qualified personal resident trusts. Tips From the Pros: Why Are Non-Resident Aliens Attracted to U.S. Trust Situs? May 20, 2024 Al W. King III provides the reasons why non-resident aliens are choosing the United States to situs their trusts. NIL-Based Fundraising Evolving Toward Extinction? May 20, 2024 Christopher P. Woehrle explains how the growth of name, image and likeness-based fundraising for student-athletes’ compensation may be reaching a legal crossroads. Load More 1 2 next last Load More
Playbook for Advising Young High-Net-Worth Entrepreneurs May 21, 2024 Four ways to add strategic value. A Multidisciplinary Approach to Philanthropy and Multigenerational Trusts May 21, 2024 How high-net-worth families can provide long-term legacy and governance solutions. Gift-Splitting for Transfers to Trusts May 21, 2024 Take care when a spouse is a beneficiary. Identifying and Solving Common Problems With QPRTs May 20, 2024 Martin M. Shenkman and Joy Matak identify issues surrounding qualified personal resident trusts. Tips From the Pros: Why Are Non-Resident Aliens Attracted to U.S. Trust Situs? May 20, 2024 Al W. King III provides the reasons why non-resident aliens are choosing the United States to situs their trusts. NIL-Based Fundraising Evolving Toward Extinction? May 20, 2024 Christopher P. Woehrle explains how the growth of name, image and likeness-based fundraising for student-athletes’ compensation may be reaching a legal crossroads. Load More 1 2 next last Load More
A Multidisciplinary Approach to Philanthropy and Multigenerational Trusts May 21, 2024 How high-net-worth families can provide long-term legacy and governance solutions. Gift-Splitting for Transfers to Trusts May 21, 2024 Take care when a spouse is a beneficiary. Identifying and Solving Common Problems With QPRTs May 20, 2024 Martin M. Shenkman and Joy Matak identify issues surrounding qualified personal resident trusts. Tips From the Pros: Why Are Non-Resident Aliens Attracted to U.S. Trust Situs? May 20, 2024 Al W. King III provides the reasons why non-resident aliens are choosing the United States to situs their trusts. NIL-Based Fundraising Evolving Toward Extinction? May 20, 2024 Christopher P. Woehrle explains how the growth of name, image and likeness-based fundraising for student-athletes’ compensation may be reaching a legal crossroads. Load More 1 2 next last Load More
Identifying and Solving Common Problems With QPRTs May 20, 2024 Martin M. Shenkman and Joy Matak identify issues surrounding qualified personal resident trusts. Tips From the Pros: Why Are Non-Resident Aliens Attracted to U.S. Trust Situs? May 20, 2024 Al W. King III provides the reasons why non-resident aliens are choosing the United States to situs their trusts. NIL-Based Fundraising Evolving Toward Extinction? May 20, 2024 Christopher P. Woehrle explains how the growth of name, image and likeness-based fundraising for student-athletes’ compensation may be reaching a legal crossroads. Load More 1 2 next last Load More
Tips From the Pros: Why Are Non-Resident Aliens Attracted to U.S. Trust Situs? May 20, 2024 Al W. King III provides the reasons why non-resident aliens are choosing the United States to situs their trusts. NIL-Based Fundraising Evolving Toward Extinction? May 20, 2024 Christopher P. Woehrle explains how the growth of name, image and likeness-based fundraising for student-athletes’ compensation may be reaching a legal crossroads. Load More 1 2 next last Load More
NIL-Based Fundraising Evolving Toward Extinction? May 20, 2024 Christopher P. Woehrle explains how the growth of name, image and likeness-based fundraising for student-athletes’ compensation may be reaching a legal crossroads. Load More 1 2 next last Load More
