The purpose trust owns the voting and control rights of the operating company. It replaces the human owner with a non-human owner. The trust doesn’t need income other than operating and administrative ...

The broader U.S. stock market has reported substantial returns over the past several years. These extraordinarily high returns have created large amounts of wealth for families who have been invested ...

The U.S. Supreme Court’s decision in Connelly v. United States 1 has spawned a plethora of articles covering the case’s legal, tax, estate-planning and valuation aspects. Please Log in if you are ...

Eight types to guard against.

Artificial intelligence (AI) is increasingly reshaping our professional landscape, bringing opportunities, challenges and ethical questions. Will AI replace us? How can we use AI to enhance client ...

Explaining technical concepts to clients for greater understanding and satisfaction ...

Ultra-high-net-worth (UHNW) families wield extraordinary influence. Their financial wealth, business ventures and societal connections have an outsized impact on the world. When these families are ...

Christopher P. Woehrle takes us through a hypothetical to see what happens to a charitable gift annuity when a once-in-a-century event, like a pandemic, intervenes.

Rounding out our Modern Practice Committee Report are articles on the benefits and challenges of using artificial intelligence in your practice and takeaways from Cornwell Entertainment, Inc. v.

Atsushi Kaga’s Katz v. Tuyman sold for HK$914,400 at Phillips Modern & Contemporary Art Day Sale on Nov. 26, 2024 in Hong Kong. Originally from Tokyo, Kaga is based in Dublin and Kyoto, Japan, the ...

Fin.Link, the M&A marketplace for registered investment advisors backed by Merchant Investment Management, has hired Zander Heinen, a former loan officer at Live Oak Bank, as its new president, a ...

The new task force will be led by Commissioner Peirce and was unveiled by an SEC release criticizing the commission’s prior ...