News, Comment & Analysis results for Trusts and Estates
Offshore Trusts Disputes – The State Of Play
The author of this article examines what has changed in the world of international trusts, and...
Families Are Becoming More Complex, But Laws Haven't Kept Pace - STEP
The world is becoming more complicated in certain ways, and that includes families and living...
Succeeding At Succession - Workable Inheritance Plans
James Bond's latest incarnation has said he does not want his children to inherit his fortune. He...
Swiss Lawmakers Widen Inheritance Law Freedoms
Swiss legislators give people more freedom to decide what happens to their estate and who inherits...
DBS Private Bank Unveils Digital Assets Trusts Offering
The offering is yet a further example of how the world of digital assets has gone increasingly...
Swiss Trusts Sector Braces For Regulatory Overhaul
A series of federal acts in the Alpine state have been enacted, and they create a regulatory...
COVID-19, Great Transfer And Bridging Generational Gap
Whilst succession planning has long been on the HNW agenda, never before has so much value been at...
Plan With Substance: Private Placement Life Insurance
Private placement life insurance has its place in wealth manager's armoury. However, how can it...
How Data Derails Digital Change In Trusts
Trust administrators face increasing pressure to use new digital technologies to support clients....
A Tangled Investment Web Causes Inheritance Migraines
Investors look more widely to find yield in a low-rate environment, and that means their assets can...
Comment & Analysis results for Trusts and Estates
CONFERENCE PREVIEW: Debating Trusts, Technology & Migration In Switzerland
Here is an outline of a conference covering trusts, wealth structuring and related issues to be...
BOOK REVIEW: Freedom From Wealth By Charles Lowenhaupt
The founder of a wealth advisory business has written a book explaining how those who bestow and...
Structuring Solutions: The European, Wider Marketplace - Breakfast Briefing Report
Wealth practitioners from Malta, Switzerland the UK gathered at two breakfast briefings organised...
Wealth Industry Presses Case For Financial Privacy, Swiss Trusts Law
A STEP conference in Switzerland, with this publication as media sponsor, recently discussed...
Assaults On Financial Privacy Aren't Over - Conference
Is financial privacy utterly doomed or are certain developments reminding voters, as well as...
As World Demands Transparency, US Trusts Sector Remains Haven Of Privacy
Financial privacy is under pressure around the world but one country is holding out against the...
GUEST ARTICLE: Offshore Trusts, Their Uses And Complications
This article takes a look at offshore trusts, recent developments and some of the complications...
GUEST ARTICLE: Private Trust Companies Give Choice, Flexibility - Hawksford
Within the ecosphere of trust structures there is a creature known as the private trust company,...
EXPERT VIEW: Updated Intestacy Laws: Who Has Been Left Behind?
In May 2014, the UK Parliament signed into existence an Act that promised to revolutionise...
INTERVIEW: Estate Planning In The Bahamas With BEE
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