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 ...

Artificial intelligence for wealth management updates at Altruist, Microsoft and Morningstar, Zocks and RightCapital, and introducing WealthReach ...

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

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

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

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

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

Cullen I. Boggus is a shareholder at Gunster in the firm’s private wealth services practice.

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