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 ...

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.

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 ...

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 ...

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 ...

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 ...

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

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 ...

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.

Hill Investment Group is planning a February debut for the Longview Advantage ETF (ticker EBI), which will start trading with ...

Envestnet's board went outside the industry in tapping Todd, who most recently was chief executive of workforce management ...

According to the commission, the firm attempted to cover up “allegedly fraudulent conduct” by several reps who solicited ...