As to the problem of revocable trusts, there’s none, provided: (1) every “I” is dotted and “T” is crossed in funding and ...

Adam Chodorow, law professor, Arizona State University, Sandra Day O’Connor College of Law.

The article, “Taxing Dynasties,” written by two law professors and an in-house executive from an advocacy organization, is ...

A will signed and witnessed by two individuals is generally presumed to have been duly executed. The burden of proving due ...

Can the Family Wealth Governance Policy System (the GPS) serve as a tool to lower family conflict? Recognizing that while ...

Learn how the Nelson case validates tiered discounts in complex ownership structures, creating new tax efficiency for wealthy ...

Informal settlement of a fiduciary’s account has long been the preferred method for wrapping up a fiduciary’s service. And ...

Charitable tax planning requires time, especially with OBBB changes coming in 2026. Beware of questionable giving vehicles ...

The increase in litigation has placed fiduciaries at greater personal and financial risk.

Ryan Marcus of Binah Capital shares insights on helping wealth managers adapt their practices to better serve the growing ...

LPL Financial acquires minority stake in Private Advisor Group, deepening a 28-year relationship while PAG's leadership team ...

Fred Barstein discusses Schwab and Pontera, Pitchbook's private market indexes, ETF dual share classes, revenue sharing and ...