News, Comment & Analysis results for Trusts and Estates
Succession: The Emerging Drama Around The Murdoch Family Trust
An article with international angles, it examines conflicts around the family trust of the media...
WEALTHTALK: Navigating Tax, Estate Planning In Uncertain Times
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Advisors Must Practise What They Preach To Clients On Succession
We talk to the CEO of Crestbridge Family Office Services about succession planning within the...
Most Wealthy Saudi Families Think Next Gen Is Well-Prepared – Study
At stake is the fact that with so many Saudi businesses in family hands, ensuring that the...
The Best of 2023 So Far: Challenges For Multi-Generational Families Over Succession
The US TV drama, Succession, put the issues of family business transfer and inheritance into the...
The Leonard Cohen Forged Trust Lawsuit – The Lessons
Trust and estate disputes are increasingly commonplace, especially in the HNW community where there...
Should We Engage In Estate Planning For Assets We Hope Will Appreciate?
For a long time, in wealth planning and transfer conversations it has been taken for granted that...
Specsavers' Founders Choose Trust Route To Protect Future Business – Media
The business, now a multi-billion pound company selling millions of spectacles, was founded in...
Liability Of Trustees When There’s An Economic Crisis – Whom To Trust?
Given the current volatility of a whole spectrum of investments, it seems inevitable that trustees...
Offshore Trusts And The Drive Towards Transparency
Most trusts are used for legitimate purposes. Those that are not will find it increasingly...
Comment & Analysis results for Trusts and Estates
INTERVIEW: Wealth Managers Must Get Proactive About Handling Elder Abuse
This news service talks to a UK-based law firm about the problem of "elder abuse" – a term...
Challenges For Multi-Generational Families Over Succession
A take-home point from this article is that for multi-generational family firms to navigate...
The Problem With Death And Taxes - Analysing A Recent Case
In succession planning, those involved in arrangements need to take into account unforseen events...
Will The Pandemic Cause More Contested Will And Estate Cases?
The author of this piece, a partner at law firm Stevens & Bolton, asks what the virus and...
Should Trustees Be Worried About Global Warming?
What should those who hold and run trusts think about climate change and the consequences that are...
Law Of Unintended Consequences - Inheritance And The Pandemic
Mistakes over estate planning come to light when, as a result of COVID-19, families can be hit with...
New Rules, Swiss Trusts And Beneficial Ownership Under Microscope
This publication was the exclusive media partner at last month's annual STEP conference for the...
WEALTH TALK: Focus On Communicating With NextGen Inheritors
The latest discussion of wealth industry topics. ...
Inheritance Mostly Overrated As A Source Of Wealth
Is inheritance given too much credit as a source of wealth and therefore do policymakers and...
The Importance of Planning in Wealth Succession - The View From Asia
Business and wealth transfer and succession issues are a big deal in Asia and this article provides...
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